An AI-native insurance DMS for governed document search, evidence-backed answers, clause-aware review, and secure team access. Bring your own model strategy, keep citations close to the work, and connect document workflows to the systems around them.
Designed for specialty insurance · MGAs · Reinsurance · Lloyd's syndicates
Context DMS integrates with your existing identity provider. No new passwords, no separate credentials, no IT overhead. If your team uses Entra ID, they're already in.
Migration works best when it is planned around source-system access, validation checkpoints, and the document structures your teams already rely on. Context DMS supports phased rollout patterns so teams can verify folders, metadata, and permissions before broader cutover.
Insurance operations generate large, document-intensive repositories. Context DMS is designed for fast retrieval, governed search, and operational reliability as document volumes and team usage grow.
Query policy, claims, and supporting documents in natural language, run governed analysis across folders, and keep citations close to the answers your team acts on. Clause-aware review and configurable model choices stay inside the same governed workflow.
Connect approved language model deployments, whether that's Azure OpenAI, a self-hosted model behind your firewall, or another API-compatible provider suited to your environment.
Clause Engine helps your team compare wording across binders, endorsements, and renewals, surface approved language faster, and flag material changes with source-level traceability.
Context DMS is designed to support programmatic document workflows. Core search, upload, retrieval, and automation patterns can be exposed through REST APIs, CLI tooling, and MCP-style integrations depending on deployment scope.
$ context-dms login --sso azure
✓ Authenticated via Entra ID
$ context-dms search "flood exclusion gaps" \
--workspace marine-2026
3 documents matched
$ context-dms upload ./endorsements/ \
--folder /Marine/Q2-Renewals \
--classify auto
Uploading 47 files... done
✓ Auto-classified 47 documentscurl -X POST https://api.contextdms.com/v1/search \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{
"query": "flood exclusion gaps",
"workspace": "marine-2026",
"limit": 10
}'
# Response: 200 OK
# { "results": [ ... ], "total": 3 }{
"name": "context_dms_search",
"description": "Search documents by
natural language query",
"parameters": {
"query": { "type": "string" },
"workspace": { "type": "string" },
"filters": {
"type": "object",
"properties": {
"dateRange": { "type": "string" },
"docType": { "type": "string" }
}
}
}
}Context DMS supports a Bring Your Own Key encryption model. You provide your public key during onboarding, and documents and metadata can be encrypted at rest under that key. When AI processing is needed, content is decrypted in isolated, ephemeral compute for the duration of the task and plaintext is not intended to persist beyond processing.
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Marine Hull Policy: MRL-22-118
Insured: Oceanic Shipping Ltd
Coverage: Hull & Machinery
Deductible: $2,500,000
Effective: 2026-01-01 to 2026-12-31
Beyond encryption, Context DMS is designed for controlled authentication, audit visibility, and role-aware access in regulated insurance environments.
Specific control mappings and programme status should be confirmed during security review.
API Integration are planned backlog work for demand capture, not generally available today. The strongest planned fit is PolicyCenter-led document operations. ClaimCenter remains more scoped and is still being explored for adjacent document access and review workflows.
If prioritised on the roadmap, the clearest accelerator candidate is PolicyCenter-led intake, review, clause handling, and document production around the policy lifecycle.
ClaimCenter should stay tightly scoped in roadmap discovery, with adjacent claims document access, intake, and retrieval patterns validated before any accelerator work is committed.
Insurance teams need more than storage. Context DMS brings governed search, evidence-backed answers, clause-aware review, and secure workflow support closer to the document work itself so every file is easier to retrieve, review, and act on.
Pricing
Every deployment is scoped to your document volume, migration complexity, and governance requirements. Contact us for a tailored pricing walkthrough.
Best for smaller specialty teams launching a modern DMS
For growing MGAs and insurers scaling workflows across teams
For multi-entity programmes with complex compliance needs
Schedule a 30-minute walkthrough tailored to your document management challenges.