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Broker & Client Collaboration for Insurance Teams

Empower brokers, clients, and insurers to seamlessly share documents, communicate securely, and drive faster insurance outcomes - all in one unified Regure platform.

Core Features

Secure Document Portals

Brokers and clients upload, organize, and access documents in a centralized, permission-based portal. Automated requests ensure every policy, submission, and claim is captured and visible for review, renewal, or audit.

Status Tracking & Automated Notifications

Stay up to date on every policy, client request, and renewal. Regure provides instant status updates and reminders for outstanding documents, pending approvals, or client follow-ups - reducing delays and boosting retention.

Personalized Client Communication

Segment clients for targeted onboarding, renewals, claims support, and policy campaigns. Use automated templates for key updates, renewal reminders, and real-time alerts.

Audit Trails & Security

Every interaction, upload, and change is logged - Regure’s encryption protects all data, and compliance-ready records simplify audit and regulatory reporting.

Real-Time Messaging & Video Chat

Built-in encrypted messaging and video chat let brokers, underwriters, and clients connect instantly - online or via mobile. Comment directly on files, resolve questions, and accelerate cycle times with secure, auditable communication.

Collaborative Policy Management

Policy changes, endorsements, and claims can be reviewed, discussed, and approved by brokers, clients, and insurers - all within a tightly controlled workflow. Regure ensures each party’s role and permissions are respected, supporting even complex, multi-party insurance transactions.

Mobile & Desktop Access

Responsive design allows brokers and clients to collaborate from any device. Approve policies, upload documents, and communicate anywhere, anytime

Business Outcomes

  • Faster broker onboarding and policy submission

  • Higher policy renewal rates and improved client satisfaction

  • Reduced administrative workload and communication bottlenecks

  • Accuracy and compliance for all broker-client interactions

  • Real-time insights into workflow and team performance

Experience seamless collaboration

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→ Book a live demo or request portal access to see Regure’s insurance broker and client platform in action.

  • What is Regure, and how is it different from generic document management platforms?
    Regure is purpose-built for insurance operations, not retrofitted from generic file storage. While platforms like Box or SharePoint require extensive customization, Regure includes insurance-specific workflows out of the box—claims processing, underwriting reviews, broker collaboration, and automated routing. Every feature is designed for how insurance teams actually work.
  • How does Regure's AI automate insurance workflows?
    Our AI instantly classifies documents by type (police reports, medical records, policy documents), extracts key data points, and routes everything to the right team members automatically. Claims files flow through your approval process without manual intervention. What used to take 30 minutes of sorting now happens in 3 seconds.
  • Is there a free trial or demo available?
    Yes. Get a personalized demo to see Regure with your actual workflows, or start a 30-day free trial with your team. No credit card required, no setup fees. You can be processing documents within hours, not weeks.
  • How quickly can I get set up and start using Regure for my team?
    Most insurance teams are fully operational within 14 days. Simple setup: upload your documents, configure your workflows (we provide insurance templates), and invite your team. Our onboarding specialists handle the technical setup while you focus on your business.
  • What support options are available for insurance companies using Regure?
    All plans include email and chat support with insurance workflow specialists who understand your operations. Business and Enterprise plans get priority response times. Enterprise customers receive dedicated account management and custom training sessions.
  • What industries besides insurance use Regure?
    Regure works excellently for any document-heavy industry requiring secure collaboration—legal firms, mortgage companies, financial advisors, and construction firms. However, our core focus remains insurance operations, where we deliver the most specialized value.
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