Complete claims file
Tag every artefact with Claim ID and Policy No.; IDP extracts key fields from scanned reports.
Insurance
Policies and claims documents, governed end to end
Insurers and insurance intermediaries manage proposal forms, policy schedules, claims evidence and medical or survey reports across agents, branches and TPAs. DocuSwift centralises these with approval workflows, e-signatures and audit trails that stand up to regulatory review.
Documents we manage
The documents in scope
- Proposal forms and KYC
- Policy schedules and endorsements
- Claims intimation, surveyor and medical reports
- Settlement and discharge vouchers
- Agent and broker agreements
- Grievance and ombudsman correspondence
Today's pain
What slows teams down
- Claims files arrive from many channels and formats and are hard to assemble.
- Approval of high-value claims lacks a consistent, auditable path.
- Customer documents containing health and identity data need strict access control.
- Retention requirements vary by line of business.
With DocuSwift
How insurance teams use DocuSwift
Criteria-based claim approvals
Route claims above a threshold or of a specific type to additional approval levels automatically.
Sensitive data protected
Role-based access, PII masking and redaction in the viewer limit exposure of health and identity data.
Retention by product line
Apply distinct retention rules per document type and source, with legal holds for disputed claims.
Approval flows we configure first
- Underwriting document review
- Claims approval (tiered by amount)
- Settlement voucher e-signature
Each flow supports criteria-based routing, multi-level approvers, reminders and escalation, with every decision in the audit trail.
Can customers or surveyors sign documents electronically?
Yes. DocuSwift sends secure, expiring signature links; the signature, signer identity and timestamp are recorded in the audit trail.
Can we restrict who sees medical reports?
Yes. Permissions apply by user, group, source and folder, so medical and identity documents can be limited to named roles.
Other industries
NBFCs & Lending
Loan files, KYC, sanction letters and collections documents in one governed repository.
Housing Finance
Property, valuation and loan documents retained securely for the life of the mortgage.
Banks & Co-operatives
Customer records, account documentation and servicing files with branch-level access control.
Get started
See DocuSwift configured for insurance
We will walk through your document types, metadata model and approval flows on a live environment, then share a deployment plan for your AWS account.
Or email info@habilelabs.io · Monday to Friday, 10:00–19:00 IST (excluding public holidays)