Platform / Vault
Securely store, organize, and analyze your entire book
Vault gives your team a structured, intelligent document repository — built for the volume and complexity of modern insurance brokerage.
A document system built for insurance complexity
Intelligent Document Storage
Store policies, endorsements, claims files, and correspondence in a structured, searchable vault — automatically organized and categorized on upload.
Semantic Search
Find any document or clause across your entire library using natural language. Effara understands meaning, not just keywords.
Automatic Tagging
Vault automatically extracts and tags key terms — carrier, insured, policy period, coverage type, limits — making every document instantly discoverable.
Bulk Analysis
Run analyses across hundreds of documents at once. Compare policy language across your book, identify trends, or extract data points at portfolio scale.
Secure Sharing
Share your Vault directly with clients so they can access their own policies and certificates without emailing you. Also share with co-brokers or underwriters through controlled, audited access links.
Instant Extraction
Ask Vault to extract any data point — sublimits, exclusions, retentions, renewal dates — from a single document or across your entire portfolio.
How brokers use Vault
Manage your entire book of business in one place
Store and organize every policy across your portfolio. Vault keeps everything structured, searchable, and connected — so you can find anything in seconds.
“Our entire policy library is now searchable in seconds. Vault changed how we handle renewals, client presentations, and E&O documentation completely.”
Placeholder Name
Director of Operations, Placeholder Insurance Group
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