For insurance agents, account managers, and claims support
Keep policy, claims, and client documents from getting buried in Gmail.
AttachDock helps insurance teams find COIs, loss runs, dec pages, binders, endorsements, claims photos, and client attachments faster, then save copies to Drive.
Independent agents, account managers, claims support, and agency operations
- Certificates of insurance
- Applications and renewal docs
- Claims photos and supporting files
When a client asks for the certificate or claim photo that is somewhere in a thread
AttachDock helps agency teams turn Gmail threads into organized Drive records without replacing the AMS or policy system they already use.
- Collect COIs, dec pages, binders, endorsements, loss runs, applications, and renewal docs.
- Review claims photos and supporting documents without opening every reply.
- Save client or policy records into the right Drive folder for service and renewal work.
- 6 min
Policy-document scan
Bring policy docs, COIs, and endorsements into one reviewable list from a thread or selected rows.
- 5 min
Claims attachment review
Switch between thumbnails and lists when reviewing photos, PDFs, and supporting files.
- 4 min
Client folder save
Choose or reuse the client folder and Save to Drive without rebuilding the file set manually.
Claims documents organized before the follow-up call
Nina runs an independent agency where clients, adjusters, contractors, carriers, and vendors send claim photos, estimates, invoices, declarations pages, and policy correspondence through Gmail.
A client with a claim is already stressed. The agent needs photos, estimates, carrier letters, and source context quickly enough to sound prepared on the next call.
What changesClaim files are easier to assemble, and client follow-up feels calmer and more informed.
The AttachDock route
- Open the client or claim thread.
- Review photos, estimates, carrier docs, declarations pages, and invoices together.
- Use thumbnail and list views to understand the file set quickly.
- Reveal the source email when a document needs carrier, contractor, or client context.
- Save copies to the claim folder or package selected files for carrier handoff.
- Faster claim-file assembly
- Cleaner photo and estimate handling
- Source context for carrier and client communication
Security-minded filing for policy, claims, and renewal records.
Insurance teams often exchange COIs, binders, dec pages, loss runs, claims photos, and client files through Gmail. AttachDock helps file those records to Drive while keeping the email source close.
- CASA Tier 2 security assessment completed for the Google OAuth app, with validation performed by TAC Security through the App Defense Alliance CASA program
- Your Gmail messages stay in Gmail. Saved files and archives go to Drive. AttachDock does not store Gmail attachment files on AttachDock servers in ordinary workflows
- Source-message context for claims support, renewal review, and account history
Faster service when the file is the answer.
For account history, archive selected client conversations to Drive so the email record travels with policy documents.
Before renewal review
Search the client name, select recent policy conversations, gather attachments, reveal the source email for context, and save the renewal set to Drive.
Start with one real thread, one Drive folder, and one file set you need today.
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