Policy-document scan
Bring policy docs, COIs, and endorsements into one reviewable list from a thread or selected rows.
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 workflows often move 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.
- Google CASA Tier 2 security audit/assessment passed through Google's security review process
- User-requested attachment saves and archives stay inside Gmail and Google Drive, not an AttachDock file store
- Source-message context for claims support, renewal review, and account history
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.
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