finance teams & risk managers
Stop manually tracking insurance policy renewals and premium payments.
Track insurance policies and premiums so you can ensure continuous coverage and accurate premium allocation.Insurance documents auto-name to Carrier_Policy-Number_Renewal-Date.pdf with 93%+ accuracy, ready for coverage tracking.
Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop manually tracking insurance policy renewals and premium payments.
Ensure insurance costs are properly allocated to cost centers. Maintain coverage visibility without manual spreadsheet tracking.
The ideal state is simple: Insurance documents auto-name to Carrier_Policy-Number_Renewal-Date.pdf with 93%+ accuracy, ready for coverage tracking.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
96%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Typical folder today
client-files/ misc/ receipt.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Insurance automation
Organize insurance policies for renewal tracking and premium management.
- 1
Connect insurance document folders or carrier portal downloads.
- 2
AI extracts policy numbers, renewal dates, and premium amounts.
- 3
Organize by coverage type and renewal schedule for proactive management.
654 insurance documents organized last month at 93.9% average confidence.
Why teams adopt this workflow
Renewal tracking
Extract renewal dates and organize by upcoming renewal schedule for proactive management.
Cost allocation
Track premium amounts by coverage type for accurate cost center allocation.
Coverage visibility
Maintain complete insurance coverage overview for risk management and compliance.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.