Corporate policy management

No policy is ever forgotten.

Coverminder brings all of your company's insurance policies onto one platform. As expiry and payment dates approach, finance, business owners, accounting and procurement receive email and calendar reminders. Renewal decisions are made on time — with no day left uncovered.

  • Configurable email reminders
  • Add to Outlook, Google and Apple calendars
  • Hosted in the EU, GDPR-ready processes
90 · 60 · 30 · 7
days ahead reminders, tuned to your company
4 teams
finance, business owners, accounting and procurement informed together
1 platform
for every policy, document and broker relationship
EU
data hosted in Frankfurt

Notifications

The right people know at the right time

Remembering renewal dates is no longer one person's job. Coverminder schedules reminders for every policy automatically and sends them to the teams involved.

Rolling out to early access customers

A policy's reminder schedule

  1. 90 days

    Procurement and the business owner start the renewal; quotes are requested from the broker.

  2. 60 days

    Finance sees the budget impact; quotes are compared.

  3. 30 days

    Everyone involved is reminded that a renewal decision is due.

  4. 7 days

    Final warning: policies not yet renewed stand out in the management summary.

  5. Due date

    Accounting is notified ahead of premium and instalment payment dates.

Day thresholds and recipients are set company-wide or per policy.

Email reminders

One daily digest per person: upcoming expiries, pending renewals and payments. No inbox overload, no missed dates.

Add to calendar

Expiry, renewal and payment dates go into Outlook, Google or Apple Calendar in one click. With a calendar subscription, new policies appear automatically.

Management summary

Overdue renewals and upcoming payments stand out on the overview and in the weekly report.

For the whole company

Policy information, accurate across the whole company

Insurance is not one department's job. Coverminder gives each team the information it is responsible for, on time.

Finance

Tracks the total premium load, the budget impact of upcoming renewals and premiums by currency.

Gets notified about
  • Renewal and premium summaries
  • Expiries by budget period

Business owner

Knows the status of policies for their site, fleet or project and reports coverage changes in time.

Gets notified about
  • Expiries of the policies they own
  • Coverage and endorsement changes

Accounting and payments

Plans premium and instalment payments before they are due — removing the risk of late payment and lapsed cover.

Gets notified about
  • Premium and instalment due-date reminders
  • Payment dates in the calendar

Procurement

Starts the renewal process early, collects quotes from brokers and compares terms.

Gets notified about
  • Renewal alert 90 days ahead
  • Broker and contact details

Platform

All of policy management in one place

Built for the daily work of risk management, finance and procurement teams.

Central policy register

Start and end dates, gross and net premiums, line of business, insurer and broker. Sorting, filters and search.

AI data entry from PDF

Upload the policy document; dates, premium, currency, coverages, plate number and risk address fill in automatically. You approve.

Renewal chain and endorsements

Previous periods and endorsements are linked to the policy; changes over the years on a single screen.

Broker management

Work with several brokers and agencies; contacts and their details live on the broker card.

Document archive

Policies, endorsements and attachments are stored next to the record, in storage located in the EU.

Team and permissions

Owner, admin, editor and viewer roles; team members are invited by email.

Getting started

Up and running in three steps

  1. 1

    Upload your policies

    Upload the PDFs from your insurer or broker. No insurer-specific templates — the data is read automatically.

  2. 2

    Assign responsibilities

    For each policy, choose the business owner and the finance, accounting and procurement contacts to notify.

  3. 3

    Let reminders do the work

    Expiry and payment dates reach the right people on time, by email and in their calendars.

Security and privacy

Built to corporate security standards

Your data stays in the EU and is available only to your company's authorised users.

Hosted in the EU

The database and documents are kept on servers in Frankfurt.

Strict tenant isolation

Every record is visible only to your company, enforced by row-level security in the database.

Audit log

Who added, changed or deleted what, and when, is on record.

Privacy processes

Privacy notice consent is stored with its date and version. A data processing agreement is available for corporate customers.

Plans

A plan for your company's scale

Pricing is based on your number of policies and users. Talk to our sales team for a quote and early-access terms.

Team

Teams starting to bring their policies onto one platform

Get a quote

Based on your number of policies and users

  • Central policy register
  • AI data entry from PDF
  • Expiry reminders (email)
  • Renewal chain and endorsements
  • Broker cards and contacts
Contact sales
Recommended

Company

Companies where finance, accounting and procurement work together

Get a quote

Based on your number of policies and users

  • Everything in Team
  • Role-based notifications: finance, business owner, accounting, procurement
  • Add to calendar and calendar subscription
  • Premium and instalment payment reminders
  • Reporting and Excel export
Contact sales

Enterprise

Multi-site organisations with specific requirements

Custom quote

For multi-site organisations

  • Everything in Company
  • Single sign-on with Microsoft / SAML
  • Data processing agreement (DPA)
  • Hosting in your preferred region
  • Priority support and onboarding
Request a quote

Notification, calendar and reporting features are being rolled out gradually during early access.

Roadmap

What's ready and what's next

Ready
  • Central policy register, search and filters
  • AI data entry from PDF
  • Renewal chain and endorsements
  • Broker cards and contacts
  • Team, roles and audit log
Next
  • Configurable email reminders
  • Role-based notifications: finance, business owner, accounting, procurement
  • Add to calendar and calendar subscription
  • Multi-PDF upload and search inside documents
Planned
  • Premium and instalment payment calendar
  • Reports by insurer, line of business and broker
  • Automatic processing of policies forwarded by email
  • SSO and billing

Frequently asked questions

Who receives reminders, and when?

You set the day thresholds (e.g. 90, 60, 30 and 7 days) and the recipients: the policy's business owner, finance, accounting, procurement or additional contacts. Settings are defined company-wide and can be changed per policy. Each person receives at most one digest email per day.

Which calendars does it work with?

Expiry and payment dates can be added to Outlook, Google Calendar and Apple Calendar as a standard calendar file (.ics). With a calendar subscription, newly added policies also appear in your calendar automatically.

Which insurers' PDFs can it read?

We don't use insurer-specific templates. The AI identifies fields by their meaning, so documents from different insurers in different layouts can be read. Every field is approved by a user before it is saved.

Can we import our existing spreadsheet?

Yes. Get in touch for a bulk import — during early access we support the migration.

Where is our data stored?

The database and documents are kept in the EU, on servers in Frankfurt. Each company's data is separated from all others at the database level.

How will pricing work?

Pricing depends on your number of policies and users. Fill in the form and our sales team will get back to you with a quote and early-access terms.

Don't miss the next renewal date

Upload your policies, assign responsibilities, and let Coverminder handle the reminders.

Contact

Talk to our sales team

Fill in the form and we'll contact you within one business day — for a live demo, a trial account or a price quote.

  • A trial with your own policies

    Upload a few of your PDFs together with us and see how the data is read.

  • Live demo

    We'll walk you through the notification flow and team-based reminders in 30 minutes.

  • Migration support

    We'll help you import your existing spreadsheet.

or email us directly: [email protected]

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