KYC due diligence, policy CRM, renewal automation, claims service desk and secure document vault — in one AML-compliant workspace for insurers and insurance brokers.
Insurers and brokers are obliged entities under EU AML directives. KYC for new policyholders, sanctions screening and ongoing monitoring are legal requirements — not optional.
Sales team doesn't know if a prospect is KYC-cleared. Underwriting has no visibility into compliance status. Claims team can't see the full client history.
Policy renewals tracked manually. No automated reminders. Upsell opportunities missed because there is no CRM pipeline linked to policy data.
New policyholder triggers KYC automatically. PEP screening, sanctions check against UN/EU/OFAC lists, risk scoring — documented and archived. 6AMLD aligned.
Every policy is a CRM record with linked policyholder, cover type, renewal date, KYC status and premium history. Renewal reminders automated 90 days out.
Claims raised via client portal and linked to policyholder CRM record. Evidence uploaded to Vault. Claims handler sees full policy history and compliance status.
Store policy schedules, endorsements, certificates and claims evidence in the encrypted Vault with access logging, e-signature and expiring client share links.
Renewal campaigns, cross-sell sequences and win-back campaigns sent at the right moment — built from CRM data, with compliance controls on every outreach.
Generate and export compliance evidence packs on demand. Audit trail, KYC documentation and screening results — ready for EU or FCA inspection at any time.
From quote request to renewal, every step is documented and audit-ready for regulatory inspection.
Book a demo and see how HubSecure connects KYC, policy management, claims and growth in one governed platform.
6AMLD aligned · Singapore-hosted · EU Q3 2026 · EU regulator-ready
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