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InsureVault

Asset and liability policies, and the claims against them.

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What it is

Fire, equipment, professional indemnity and liability policies with coverage summaries, premium schedules, and claims tracked from intimation to settlement.

Who uses it: Built for: Every specialty
Reads: Policies
Writes: Policy records, claims
Never: It does not interpret coverage — it shows the clause and the broker’s contact.
Access: Only people whose role includes it — the clinic owner decides who
Your data: No PHI. Hosted in Boston, United States. On uninstall: Operational history stays queryable for audit.

In the product

Who uses it: Business development — the demo profile it is best tried as
Where it opens: Business › Insurance /insurance
Permission: insurance.read

Every business app in the handbook →

How it works

Record each policyKind, insurer, policy number, sum insured, premium, the dates it runs and how many days before expiry to be reminded. Cover must end after it starts, and a policy number already on file is refused.
Watch the expiring listA policy inside its own reminder window, or already lapsed, is listed at the top of the screen with its end date.
Renew into a new rowA renewal takes the new policy number and dates and writes a new row linked to the old one; last year’s policy is never edited.
Intimate a claimUnder Claims give the incident date, what happened and the amount claimed. An incident date outside the policy’s cover is refused when the claim is intimated.
Walk the claimSurveyed, then Settle with the amount actually paid, or Repudiate with the insurer’s written reason. The policy row shows its claims count, what was settled and the claims ratio.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not interpret coverage — it shows the clause and the broker’s contact.

AI in InsureVault

AskQuestions about what is on screen — “What needs attention in InsureVault today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

InsureVault — Insurance — Track the clinic’s own insurance policies and claims — 01Insurance — Track the clinic’s own insurance policies and claimsCaptured from the running demo clinic

01Insurance — Track the clinic’s own insurance policies and claimsCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 1

AssetPulse

Hands to · 1

ContractsCal

See the whole clinic →

Questions clinics ask

What does InsureVault do?

Asset and liability policies, and the claims against them. Fire, equipment, professional indemnity and liability policies with coverage summaries, premium schedules, and claims tracked from intimation to settlement.

What data does InsureVault read and write?

InsureVault reads policies and writes policy records, claims. Its data class is No PHI. Every app works on the same patient record — nothing is copied into a silo.

What does InsureVault deliberately not do?

It does not interpret coverage — it shows the clause and the broker’s contact.

What happens to our data if we uninstall InsureVault?

Operational history stays queryable for audit.

Is InsureVault available today?

Yes — InsureVault is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see InsureVault running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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