For insurance

Contract management for insurance companies

Built for insurers, health plans and program managers who need to review vendor paper, oversee risk assessments and keep obligations tracked — inside the Microsoft 365 they already have.

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Northwind Ltd. MSA · Vendor oversight

Request insurance certificate

User-set date · Due 15 Nov · Assigned to Legal team

from §15.2

Review renewal notice

User-set date · Due 1 Nov · Assigned to Legal team

from §12.1 · 60 days’ written notice

Term ends 31 Dec · Example contract record

Used by

Third-party paper. Your playbook. Your approval

Upload vendor-provided paper and Dock AI fills in the contract form for you to check. Dock AI contract review flags clauses that differ from your playbook, such as liability caps or indemnities, and suggests redlines; your team decides what to accept. Available nowDock AI add-on · all plans & Dock v6.1+ Create obligations from extracted clauses, then set the due date and status for security, data-protection or PCI follow-up. Explore Dock AI contract review → Dock AI extraction →

Dock AI · Halden Co. · New contract under review

Liability cap differs from the preferred playbook position.

Dock AI suggests · your team decides

Vendor assessments and certificates, together

Use Dock’s Questionnaire module for vendor risk assessments. Vendors complete questionnaires and upload certificates themselves through the Vendor Portal (annual add-on on Professional and Enterprise), with renewal forms 90 days before a certificate expires and weekly reminders. Vendor scorecards, included on every plan, rate performance over time and aren't visible to vendors. See vendor compliance →

Vendor Portal (add-on) · Northwind Ltd.

Risk questionnaire: Vendor completes
Insurance certificate: Vendor uploads
Certificate renewal: Renewal form 90 days before expiry · weekly reminders

Renewals and audits, on the record

Renewal alerts and a dashboard of upcoming expirations show what's coming due. Edits, notes and approvals made in Dock are logged on each contract's audit trail, so the record is ready when audit asks. Obligations & renewals →

Documents stay in your SharePointDock’s services run in your own Azure subscriptionNo contract data stored in Dock’s tenant; AI logs contain no document text; AES-256 at restYour data is never used to train modelsAnnual penetration testingSOC 2 Type II report available on request

Contracts and vendor documents stay in your SharePoint, with Entra ID access and SOC 2 Type II assurance.Security →Dock AI security →Implementation & IT setup →

“When we need a contract now, we can actually find it.”

Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)

Read the SEH story: 30 minutes to 3 to find a contract →

SOC 2 Type IILive in 6–8 weeks4.4 on G24.3 on Capterra

Questions

Dock’s Questionnaire module supports vendor assessments, with vendors completing questionnaires through the Vendor Portal (add-on). Schedule recurring Vendor Portal invitations (e.g. annually) that include the risk questionnaire.

30 minutes to 3 to find a contract

Pricing →

See Dock read your contracts

30-minute demo on your own contract types.

What to expect

115-min discovery
230-min demo on your contract types
3Security pack if IT needs it

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