BerrySure docs
Short guides to what BerrySure does today — for broker teams, underwriter partners, and clients. Each page reflects capabilities in the live product.
Everyone
Getting started
What BerrySure is and how to sign in.
All users
Sign in & roles
Broker, underwriter, and client access.
Broker teams
Clients
Client records, portfolios, and brokers appointment.
Broker teams
Policies
Policy administration linked to clients and vehicles.
Broker teams
Vehicles
Vehicle records linked to clients and policies.
Broker & underwriter teams
Claims
Motor and glass claims with attachments and activity.
Broker teams
Documents
Secure file storage on client, vehicle, policy, and claim records.
Broker teams
Communication
SMS, group SMS, and call history.
Broker & underwriter teams
Team chat
Direct and group messaging for broker teams.
Broker teams
Tasks
Kanban task board with assignments and notifications.
Broker teams
Cover confirmations
Cover confirmation letter workflow.
Administration
Payslips & payroll
Employee payslip approval, PDF, and email.
Administration
Administration
Admin dashboard, employees, and operational controls.
Underwriter partners
Underwriter portal
Partner visibility on shared book and claims.
Clients
Client app
Phone-friendly portal for policyholders.
Broker teams
BerrySure CoPilot
Workspace assistant for lookup — not autonomous decisions.
Administration
Reports & analytics
Admin claims, policy analytics, and exports.
Everyone
Security & compliance
Roles, audit trails, and privacy-aware handling.