Insurance Content Management Software
Keep Insurance Content Connected and Controlled
Bring policy, claim and customer documents into a connected repository. Find the right version, control access and manage retention while keeping content linked to the insurance work it supports.
CMIllustrative content flow: document history, metadata, access and case context.
When Content Is Scattered, Insurance Work Slows Down
Documents belong with their cases, permissions and history. Disconnected folders and email attachments make that context harder to maintain.
Documents Are Hard to Find
Policy records, claim evidence and correspondence can be spread across folders and inboxes, leaving teams to search without consistent metadata.
The Current Version Is Unclear
Multiple copies make it difficult to identify the current document and understand what changed or who updated it.
Sensitive Files Need Controlled Access
Claims, customer and medical documents need permissions that reflect the people and roles working on each case.
Retention Needs a Defined Process
Teams need configurable retention, disposition and legal-hold controls that follow their records policies.
Content Is Separated from the Case
A document without its customer, policy, claim or task context creates another handoff for the people using it.
Reviews Lose Their History
Comments and review decisions can disappear into email threads instead of remaining with the document they concern.
Store, Find and Govern Insurance Content
Content Manager brings repository, document history, metadata, access and lifecycle controls together with the Beaksurance workflows that use them.
Connected Content Repository
Store documents and media with links to the relevant customer, policy or claim. Organize content using folders and metadata that fit your operations.
- Documents, images and other case content
- Links to customer, policy and claim context
- Folder and metadata organization
Version History and Review
Keep document changes traceable with version history and review context, so teams can find the version they need.
- Document version history
- Version comparison and restore
- Comments and document review context
Metadata and Search
Use document metadata and full-text search to retrieve content in its insurance context. Apply consistent classification and naming across the repository.
- Configurable metadata and taxonomy
- Full-text and metadata search
- Filters for finding relevant records
Role-Based Access
Control who can view, edit and share content through permissions that reflect document sensitivity and team responsibilities.
- Role and group permissions
- Folder and document access controls
- Controlled sharing with collaborators
Retention and Audit Controls
Apply retention and disposition policies, preserve records under legal hold and keep document activity available for review. Regulatory obligations are assessed with your organization.
- Configurable retention and disposition
- Legal-hold controls
- Document activity and audit history
Content in Insurance Workflows
Connect content with case work, customer context and communication records. Interfaces to external systems are scoped to the insurer’s environment.
- Content associated with cases and tasks
- Communication records in context
- APIs and scoped system integration
Content Connected to the Insurance Operation
Connect the repository with the people and processes that use each document. Interfaces and responsibilities are scoped to your insurer's environment.
Content Connected to the Insurance Operation
Connect the repository with the people and processes that use each document. Interfaces and responsibilities are scoped to your insurer's environment.
Document Processing (IDP)
Classify and extract with IDP before storing case-linked content.
Case and Task Workflows
Associate documents with the cases and tasks that use them.
Customer and Partner Portals
Provide role-appropriate document access through portals.
Content APIs
Exchange content and metadata through defined interfaces.
Content ManagerRepository and controlsMobile Channels
Connect document access and uploads to mobile journeys.
Communication Records
Keep correspondence with the related customer or case.
Insurance Core
Scope content links and interfaces to your core system.
Customer Context
Link documents with customer, policy and claim context.
Case Context
Keep the relationship between a document and the insurance work it supports.
Consistent Controls
Carry permissions, history and lifecycle policies with the content.
Defined Integration Scope
Agree interfaces and responsibilities for the systems in your environment.
Need Classification or Data Extraction?
Intelligent Document Processing classifies documents and extracts data. Content Manager stores, organizes and governs the resulting content and its history.
Explore Intelligent Document ProcessingContent for the Insurance Work You Do
Use the same content controls across claims, underwriting, policy servicing and partner work. Configuration follows your document types and governance policies.
Claim Files
Keep evidence, reports and correspondence associated with the claim and the people handling it.
- Claim evidence and supporting reports
- Document history and annotations
- Controlled access for claim participants
Underwriting Case Content
Keep submission documents and review context together for the underwriting team.
- Submission documents and supporting records
- Review comments and document versions
- Customer and case associations
Policy and Customer Records
Organize policy documents, service correspondence and customer records for retrieval and controlled retention.
- Policy and servicing documents
- Metadata and full-text retrieval
- Retention and legal-hold policies
Partner and Communication Records
Connect partner reports and correspondence to the related insurance case with appropriate permissions.
- Partner reports and attachments
- Controlled sharing and collaboration
- Case-linked correspondence
See content management in the context of your insurance operations.
Request a Content Management DemoExplore Our Full Product Ecosystem
Discover how our integrated solutions work together to transform your operations.
All Products
Browse our complete catalog of solutions and platforms.
The Beaksurance® Suite
Our flagship intelligent insurance ecosystem.
The Core Engine (INSIS)
The foundation of modern insurance operations.
Advanced Data & AI Platforms
Enterprise extensions for analytics and governance.
Digital Experience Channels
White-label portals and mobile apps for customers and partners.
Bring Your Insurance Content into Context
Discuss your repository, search, versioning and retention needs with Beakwise. We will demonstrate the content-management workflows relevant to your team.