AI-Native · Built for Insurance & Specialty Markets

AI-Native Document Management for Insurance

The only DMS built from the ground up around AI. Query documents in natural language. Bring your own LLM. Enforce governance at scale. Single Sign-On from day one.

dms.contextdms.com/search
premium indication marine renewal Q4 2025
Premium Indication Q4 2025.pdf
Uploaded by N. Adams · Feb 12, 2026
High relevance
MarineRenewal
Marine Program Binder 2026.docx
Uploaded by R. Patel · Feb 8, 2026
Coverage Profile - Marine.xlsx
Uploaded by D. Adeyemi · Feb 5, 2026
173ms
Latency
12,403,112
Documents searched
Watch demo →Product demo coming soon
AI-Native
Built around AI from day one, not bolted on
Single Sign-On
Entra ID, Okta, SAML 2.0. Your IdP, zero friction
Bring Your Own LLM
Use your own models, hosted or self-hosted
10TB+
Document storage capacity per deployment
<200ms
Average search latency across millions of records
99.9%
Platform uptime SLA
Zero-trust
Security architecture with SSO & RBAC

Designed for specialty insurance · MGAs · Reinsurance · Lloyd's syndicates

01 / Enterprise Access

Your team logs in once. That's it.

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.

  • SAML 2.0 and OIDC support for Entra ID, Okta, Ping, and any compliant IdP
  • Multi-factor authentication enforced at the identity layer
  • Role-based access controls synced from your directory
Enterprise-grade authentication
auth.contextdms.com
Context DMS
Your Company
Sign in
Use your enterprise credentials to access governed policy and claims records.
you@yourcompany.com
Continue with Entra ID →
SAML 2.0 · OIDCMFA required
02 / Data Migration

Migrate from SharePoint in days, not months

The biggest risk in adopting a new DMS is the migration. Context DMS eliminates that with automated workflows that preserve your folder structure, metadata, and access controls from day one.

  • Automated migration from SharePoint, network drives, and legacy DMS
  • Folder hierarchy and document metadata preserved automatically
  • Validation checks at every stage. Zero data loss guarantee
  • Run in parallel with your existing system. No downtime, no big-bang cutover
Typical migration: days, not months
Source
SharePoint Online
your-sharepoint-site
Destination
Context DMS
Structure + metadata preserved
Premium Indication Q4 2025.pdf
100%
Coverage Profile - Marine.xlsx
84%
Claims Reserve Jan 2026.docx
63%
42,819 files · 1.9 TB · Started 2026-02-16Validation passed
03 / Scale & Performance

Built for terabytes. Search millions of documents in milliseconds.

Insurance operations generate vast document volumes. Context DMS is engineered to handle enterprise-scale repositories without compromising search speed or reliability.

  • Sub-second search across repositories with millions of documents
  • REST API for programmatic access and workflow integration
  • Horizontal scaling that grows with your organisation without re-architecture
Tested at 12M+ documents, 173ms average latency
dms.contextdms.com/search
premium indication marine renewal Q4 2025
Premium Indication Q4 2025.pdf
Uploaded by N. Adams · Feb 12, 2026
High relevance
MarineRenewal
Marine Program Binder 2026.docx
Uploaded by R. Patel · Feb 8, 2026
Coverage Profile - Marine.xlsx
Uploaded by D. Adeyemi · Feb 5, 2026
173ms
Latency
12,403,112
Documents searched
04 / AI-Native Intelligence

Every document you store becomes searchable knowledge

Context DMS is built from the ground up to be AI-native. Not an afterthought bolted on. Query documents in natural language. Run analysis across entire folders. Configure which models and reasoning strategies apply to your workflows.

dms.contextdms.com/ai/query
Which marine policies in Your Organisation have deductible mismatches before the May renewal?
3 policies flagged with deductible discrepancies ahead of the 2026-05-15 renewal:
  • MRL-22-118: Endorsement deductible differs from master schedule ($2.5M vs $1.8M)
  • MRL-22-127: Flood exclusion rider expires 2026-04-09, not aligned with policy term
  • MRL-22-134: Renewal pending underwriter approval from N. Adams
Premium Indication Q4 2025.pdf §4.2Marine Program Binder 2026.docx §2.1Coverage Profile: Marine.xlsx row 118
Natural Language Queries
Ask questions about any document or folder in plain English. Get answers with source citations, not keyword matches.
Folder-Level Analysis
Run analysis across entire document collections. Summarise, compare, and extract patterns from hundreds of files at once.
Configurable AI Models
Choose which language models and reasoning strategies apply to each workspace. Swap models as your needs evolve. No vendor lock-in.
Auto-Classification
Documents are automatically categorised by type, coverage line, and risk attributes on upload. No manual tagging required.
Semantic Search
Go beyond keywords. Find documents by meaning. Search for "flood exclusion gaps" and surface relevant clauses across your entire repository.
Groups & Permissions
Enterprise-grade access controls. Define who sees what at the folder, document, and query level. Full audit trail included.

Bring Your Own LLM

Your documents never leave your security boundary. Context DMS lets you connect your own language model, whether that's an Azure OpenAI deployment, a self-hosted model behind your firewall, or any API-compatible provider.

  • Connect your own Azure OpenAI, AWS Bedrock, or self-hosted models
  • Configure different models per workspace or folder
  • Switch reasoning strategies without re-ingesting data
  • Full data sovereignty. Your data, your models, your rules
AI Model Configuration
Azure OpenAI: GPT-4o● Active
Claude 3.5 Sonnet (Anthropic)Available
Self-hosted Llama 3 (on-premise)Available
AWS Bedrock: ClaudeAvailable
Any OpenAI-compatible API supported
05 / Agentic Access

CLI. API. MCP. Built for how the world will work.

Context DMS is designed for the agentic world. Every capability available in the UI is available programmatically: a full REST API, a first-class CLI, and native MCP (Model Context Protocol) server support.

terminal
CLI
$ context-dms login --sso azure
✓ Authenticated via Entra ID

$ context-dms search "flood exclusion gaps" \
    --workspace marine-2026
3 documents matched (173ms)

$ context-dms upload ./endorsements/ \
    --folder /Marine/Q2-Renewals \
    --classify auto
Uploading 47 files... done
✓ Auto-classified 47 documents
curl
REST API
curl -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  (173ms)
# { "results": [ ... ], "total": 3 }
tool.json
MCP
{
  "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" }
      }
    }
  }
}
CLI
Search, upload, manage folders, and automate workflows from any terminal or CI pipeline.
REST API
Full REST API with OpenAPI spec. Every action in the UI has a corresponding endpoint: upload, search, classify, query.
MCP (Model Context Protocol)
Native MCP server support. Connect any MCP-compatible AI agent to your document repository to search, retrieve, and analyse documents autonomously.
First-class programmatic access. Every UI action available via API
06 / Security & Data Sovereignty

Your keys. Your data. Nobody else's.

Context DMS uses a Bring Your Own Key encryption model. You provide your public key on onboarding, every document and metadata record is encrypted at rest with it. When AI processing is needed, content is decrypted in isolated, ephemeral compute and plaintext is never persisted. No operator can browse your documents.

What Context DMS sees
Encrypted blob
aGVsbG8gd29ybGQgdGhpcyBpcyBl
bmNyeXB0ZWQgZGF0YSB0aGF0IG5v
Ym9keSBjYW4gcmVhZCB3aXRob3V0
IHlvdXIgcHJpdmF0ZSBrZXkuLi4u
4paI4paI4paI4paI4paI4paI4paI4paI
MHg3QTJGOUIxRTNENEM1Njg3
What you see (with your private key)
Decrypted document

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

Your public keyData encrypted at restOnly your private key decrypts
Bring Your Own Key
Provide your public encryption key during onboarding. All data at rest is encrypted with your key. No shared keys, no key escrow, no backdoors.
Encrypted at Rest, Protected in Process
Documents are encrypted at rest with your key. During AI processing, content is decrypted in isolated memory, processed, and plaintext is immediately discarded. No persistent plaintext. No operator access.
Compliance-Ready
Designed to satisfy BMA, GDPR, SOC 2, and ISO 27001 requirements for data protection, encryption, and access control.
Key Rotation & Management
Rotate encryption keys on your schedule without downtime. Full key lifecycle management with audit trail for every rotation event.

Enterprise-grade security at every layer

Beyond encryption, every layer of Context DMS, from authentication to audit is built for regulated insurance environments.

  • SAML SSO with MFA enforcement at the identity layer
  • Complete audit logging with immutable, tamper-proof trail
  • Role-based and attribute-based access controls synced from your directory
  • Data residency controls, choose your Azure region
  • Encryption in transit (TLS 1.3) across all endpoints
Compliance & Certifications
SOC 2
Designed for
ISO 27001
Framework aligned
GDPR
Compliant
BMA
Aligned

Certification programme in progress

Zero-knowledge encryption. Only your private key unlocks your data

Built for how insurance teams actually work

Most document management systems bolt AI on as an afterthought. Context DMS was designed from the ground up around AI, so every document you store becomes searchable knowledge, not just another file in a folder.

Pricing

Plans tailored to your insurance operation

Every deployment is scoped to your document volume, migration complexity, and governance requirements. Contact us for a tailored pricing walkthrough.

Starter

Best for smaller specialty teams launching a modern DMS

  • Secure document storage and governance baseline
  • AI-powered search across core policy and claims files
  • Guided onboarding and implementation support

Professional

For growing MGAs and insurers scaling workflows across teams

  • Advanced metadata controls and workflow automation
  • SSO integration and role-based access management
  • Expanded AI usage and operational analytics

Enterprise

For multi-entity programmes with complex compliance needs

  • Custom deployment architecture and data residency controls
  • Enterprise migration support and API integrations
  • Dedicated success planning and governance advisory

See Context DMS in action

Schedule a 30-minute walkthrough tailored to your document management challenges.