Streamlined workflow

Better document management, process management and more streamlined workflows are among the objectives of the digital transformation projects that are modernising the London Market and beyond, globally. Every day, insurance participants across the world exchange a huge variety and volume of documentation using different channels and formats. This complexity is a drain on time and resources, leads to confusion and errors, and prevents effective collaboration and straight-through processing. It also impacts customer experience and is a significant challenge for compliance. 

Document Management System

Our insurance Document Management System (DMS) is designed to remove complexity and improve operational efficiency, collaboration and compliance across borders. It is a cloud-based SaaS solution that complements initiatives such as Blueprint Two and harnesses the most advanced and versatile technology available for document and process management. 

With DMS, users can interact seamlessly with any market player, vendor or other third party or ecosystem – no matter where they are in the world. DMS helps you manage information more efficiently and cost-effectively because it centralises and streamlines documentation and optimises workflows. You can track and monitor all your information resources and scale your business globally without increasing overheads or administration. 

Contact us to learn more about our insurance workflow automation solutions.

Explore some of the ways DMS promotes collaboration and provides end-to-end control:

Document versioning

Version control is essential for creating, maintaining, and managing multiple versions of documents as they evolve. DMS enables you to track the history of documentation and will boost collaboration among users working on the same document.


DMS’s shared cloud infrastructure gives you the option of shared or exclusive storage, and clients can manage multiple global or regional operations if needed. 

Global position dashboard 

This provides an overall picture of documents processed in your company during a range of time.

Powerful search engine 

This gives you focus and precision and includes rapid research, configurable refiners, save queries, facets search, and API search.  

Microsoft Office 365 Add-ins 

DMS includes an Office 365 Add-in that provides users with a one-stop shop for filing and retrieval. It is available as a standalone or an online version.

Web API integration 

APIs can link DMS to third-party applications such as OpenTwins.

Drag and drop filing 

This reduces time and effort for the user. 

Easy configuration 

Create categories and document container definitions with their own metadata properties.

Data tables 

Create your own data table and use it in your document filing form.

Cloud hosted 

DMS is an Azure cloud-hosted SaaS solution.

Document retention and deletion policies 

Configure different retention and deletion policies for each document type.


External table and API lookups for document attributes.

Naming and filing rules 

These use document attributes or external API calls.

Easy to use

DMS is a modern and user-focused system with intuitive controls for simple process management.

Security and compliance 

Clear audit trails strengthen security and regulatory compliance. 

InHub is our versatile and innovative technology base. It includes our cloud-based SaaS platform and integration framework, which form the foundation for our insurtech solutions spanning Digital Transformation, Digital Modernisation, London Market, and Managed Services. 

Through InHub, insurers can access a wide variety of technologies to digitalise their businesses, optimise their operations end-to-end, and create exceptional digital experiences for their customers.

Built by insurance and technology specialists, InHub is a marketplace where insurers can select the solutions that best fit their business requirements. Whether you need a total outsourced solution to transform your organisation, selective upgrades, or progressive modernisation to blend legacy systems with new systems, InHub will provide all the answers.

Our InHub marketplace offers ready-to-use standard business solutions such as personal and commercial lines quoting and issuing portals, self-management or after-sales portals for policyholders and partners, pre-integrated payment gateways, and more.

InHub solves insurance problems and is an invaluable resource for insurers who want the best technology available backed by strategic advice from experts who understand the challenges and opportunities facing the insurance industry. 

Get in Touch

We would love to help you better understand our solution, walk you through the key features and answer any questions you may have.

Please complete the attached form to get in touch with one of our experts.



"The deep insurance market knowledge of the Charles Taylor InsureTech team combined with their tireless commitment to excellence in delivery made them a great choice of partner."

COO, Insurance Broker

"We were looking for a strategic technology partner to work closely with us in our ongoing plans to modernise the group. InsureTech has made a clear long-term commitment to building its business in Latin America and has the global reach to support our growth ambitions. Its solutions and capabilities are also highly rated by independent analysts."


Luis Ramos, CIO, Seguros SURA Corporate