Business insurance document manager

Keep insurance certificates and policy files with the right record.

Gonzay helps UK businesses organise insurance documents, policy details and renewal dates in one clear place, so important files are easier to find when you need them.

Policy documents 17 files organised
Up to date
PDF
Public Liability Certificate Public Liability · Current
View
PDF
Employers' Liability Schedule Employers' Liability · Current
View
PDF
Cyber Policy Wording Cyber Insurance · Current
View
Why document organisation matters

Important insurance files should not be scattered across inboxes and folders.

When certificates, schedules and policy documents are stored in different places, simple insurance admin can take longer than it should.

01

Old email attachments

Important files can disappear into long email threads and shared inboxes.

02

Confusing file versions

It becomes harder to know which certificate or schedule is the current one.

03

Documents separated from policy details

A file is more useful when it stays connected to the policy record it belongs to.

One organised policy record

Keep the useful documents beside the policy details.

Gonzay brings policy information and related files together so you can review the record without opening several systems or folders.

  • Insurance certificates
  • Policy schedules
  • Policy wording documents
  • Renewal documents
  • Supporting policy files
  • Notes linked to the policy
Explore all features
Policy record Public Liability
Active
Policy number PL-842761
Renewal date 18 Oct 2026
Documents 3 attached
PDF

Liability Certificate.pdf

PDF

Policy Schedule.pdf

PDF

Policy Wording.pdf

Simple workflow

From file upload to organised policy record in four clear steps.

01

Add the policy

Create the core insurance record with the policy details you need.

02

Add the document

Attach the certificate, schedule or other useful policy file.

03

Keep it connected

The file stays with the correct policy instead of living on its own.

04

Replace when updated

Keep the current record clear when a policy renews or a new document is issued.

Keep the important files visible

Know what is stored with each policy.

A clear document list makes it easier to see which files belong to the policy and which records may still need attention.

Public Liability 3 documents
PDF
Certificate Current version
Stored
PDF
Policy Schedule Current version
Stored
PDF
Policy Wording Reference file
Stored
18 days Public Liability 3 documents attached
41 days Employers' Liability 2 documents attached
57 days Cyber Insurance 4 documents attached
Documents ready at renewal time

Keep the policy record and renewal date in the same workflow.

When a renewal is approaching, the useful documents are already connected to the policy record, making it easier to review what you have.

See renewal reminders
Useful across different businesses

A clearer document process for businesses that need insurance records close at hand.

Small businesses

Keep several policy files and renewal records organised as the business grows.

For Small Businesses

Contractors

Keep certificates easier to find when clients, sites or agencies ask for proof of cover.

For Contractors
Keep the right file with the right policy

Start organising your insurance documents with Gonzay.

Add your first policy and keep its certificates, schedules and renewal details together.

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