Insurance & Protection Tools
Insurance Client File Pack Builder
Build one structured insurance client dossier from quote, proposal, KYC, consent, payment, policy and correspondence files, with stage-aware review and a clean indexed PDF output.
Insurance client dossier
Build one structured client file
Combine proposal, quote, KYC, consent, payment proof, policy documents, correspondence and supporting files into a stage-aware indexed PDF.
Add client documents
PDF, JPG or PNG · up to 35 files · 40 MB per file
Broader than a KYC pack
One client file across the insurance lifecycle
A complete client file can include much more than identity documents. This workspace brings the quote, proposal, declarations, payment proof, policy documents and later correspondence together without replacing the specialized KYC, claim or policy tools.
Important boundary
File completeness is not compliance
FormatForge does not verify identity, client consent, suitability, advice records, KYC/AML checks or insurer-specific documentation. Use the stage checklist as a file-management aid and confirm official requirements separately.
Frequently asked questions
How is the Client File Pack Builder different from the KYC Pack Builder?
The KYC tool focuses specifically on identity and supporting KYC documents. The Client File Pack Builder is broader and can combine quote, proposal, KYC, consent, payment, policy, renewal and correspondence files into one client dossier.
Which client-file stages are supported?
The current workspace includes New Business, Renewal and Policy Servicing. Each stage has a generic organizational checklist that you can use as a review aid.
Does the stage checklist confirm regulatory completeness?
No. It is a generic file-organization template only. It does not confirm insurer requirements, suitability, identity, consent, KYC/AML compliance or regulatory completion.
Which file formats can I add?
PDF, JPG/JPEG and PNG files are supported. Password-protected PDFs need to be replaced with an authorised accessible copy before the final client file can be generated.
What quality checks are included?
The workspace can flag exact duplicate files, password-protected PDFs, low-resolution images, little searchable text in sampled PDF pages and rotation metadata. These are review notes, not document validation.
Are client documents uploaded to FormatForge?
The current workflow is designed to inspect, classify, reorder and package supported documents in the browser. Because client files may contain sensitive information, always follow your organisation's approved privacy and sharing process.
Insurance agent workflow
Use specialized tools when the workflow needs more depth
Use the KYC Pack Builder for KYC-specific completeness and expiry review, or the Policy Document Organizer when you are organizing only policy schedules, wording and endorsements.