Document Management.
Most insurance operations store documents in a separate drive or folder system — disconnected from the policies, claims, and transactions they belong to. Jetfile keeps every document inside the platform, tied directly to the record it came from. No external storage. No toggling between systems. No hunting for files.
Documents tied
to the record
In Jetfile, documents don't live in a separate folder structure — they live on the record. Every submission, binder, policy, endorsement, and correspondence is stored directly within the originating file and accessible in context, by the right people, at the right time.
Policy level – submissions, quotes, binders, policies, endorsements, invoices, and correspondence tied to the production record
Claim level – supporting documentation, photos, correspondence, and loss-related files stored within the claim record
Agent level – agency agreements, licensing documents, and correspondence stored on the agent record
Carrier level – carrier agreements, 1099’s, appetite guidelines, and program documentation stored on the carrier record
Insured level – insured-specific documents stored and accessible across their policy history
Built-in
document tools
Edit, redact, and manage without leaving Jetfile
Jetfile includes built-in PDF tools so your team can work with documents directly inside the platform — no external editors, no version confusion, no compliance gaps.
PDF Editing & Stamping
Apply text or image stamps directly to policy documents and forms inside Jetfile. No need to download, edit externally, and re-upload.
Redaction
Redact sensitive content from documents with a maintained redaction history, supporting compliance and audit requirements.
Version Control
Every document edit is tracked. Prior versions are preserved so your team always has a clear record of what changed and when.
Organized & Searchable
Documents are stored within a structured framework tied to the relevant record, making files easy to locate without navigating an external folder hierarchy.
e-Signatures
e-Signature support through integrated partners
Jetfile supports e-signature workflows through preconfigured integrations with industry e-signature providers. Documents can move through signature workflows without leaving the platform.
See our Partners & Integrations page for more information.
Keep your documents
where your work is
Talk to our team about how Jetfile centralizes document management within your existing production, claims, and financial workflows — no external storage required.
