Insurance Brokers
Know exactly which policy documents are outstanding, for every client, at a glance.
Book a demoWhat this looks like without KaryaDocs
A claim or a new policy needs ID proof, address proof and signed forms — and nothing tracks which of the three a client has actually sent.
Policy and medical documents have real expiry dates; nothing today flags one before it lapses.
A client uploading documents on their phone should not need to install anything or create an account.
The same workflow, for Insurance Brokers
Pick your setup
Your case types and checklists come pre-loaded for how Insurance Brokers actually work.
Open a case
The checklist auto-populates with exactly the documents this case needs.
Send one link
Your client gets a WhatsApp or email link — no login, no app install.
Track progress
Accept or reject with a reason, and watch "collected" update automatically.