Faster claim-file assembly
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
- Binders, dec pages, and endorsements
Security and compliance fit
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
Workflow example
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.
The pain
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 changes
Claim files are easier to assemble, and client follow-up feels calmer and more informed.
The AttachDock workflow
- 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.
Cleaner photo and estimate handling
Source context for carrier and client communication
Daily workflow
When a client asks for the certificate or claim photo that is somewhere in a thread
- 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.
Where the minutes come back
Small Gmail chores become one focused workflow.
Policy-document scan
Bring policy docs, COIs, and endorsements into one reviewable list from a thread or selected rows.
Claims attachment review
Switch between thumbnails and lists when reviewing photos, PDFs, and supporting files.
Client folder save
Choose or reuse the client folder and Save to Drive without rebuilding the file set manually.
Cost vs. saved time
15 minutes a day can cover the tool many times over.
This model uses 22 workdays per month and values the time at $70/hour. It is a directional planning model, not a guarantee.
Saved time5.5 hrs/mo
AttachDock Business$49/mo
Modeled net value$336/mo
Break-even is about 42 minutes saved per month at this hourly value. The annualized modeled net is $4,032.
How AttachDock fits
Faster service when the file is the answer.
AttachDock helps agency teams turn Gmail threads into organized Drive records without replacing the AMS or policy system they already use.
For account history, archive selected client conversations to Drive so the email record travels with policy documents.
Example workflow
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.
Related workflows