A secure customer vault for insurance policies, personal documents and trusted access.

ST&R works with customers across insurance and mortgage products, where the paperwork still matters long after the initial sale. Customers need somewhere secure to find policy documents, check what cover they have, upload supporting paperwork and share key information with a trusted person if needed.

For the business, the challenge was not just file storage. The internal team needed to manage customers, products, providers, brokers, statuses, document types, uploads, access permissions, welcome emails, product notifications, QR access cards and reporting in one controlled platform.

The customer side gives people a simple account where they can view their products, download policy documents, upload personal documents and keep key details up to date. It turns important paperwork into something customers can return to, instead of something buried in email or waiting to be posted.

The admin side gives ST&R the controls behind that experience. Staff can create customers, attach products, upload documents, manage providers and product types, resend welcome emails, track product statuses, support policy holder QR cards and see the operational reporting behind the customer base.

A customer can have multiple products, each with a provider, product type, document reference, status, start date, end date and attached files. Secure downloads are handled through tokenised file links, while permissions and two-factor authentication protect access to the platform.

Customers can also upload their own personal documents into categories, invite a next of kin to see an overview of their protection, request a replacement card and manage profile, address and marketing preferences from the same account.

StarStore helps move policy servicing away from fragmented admin and into a clear self-service platform. Customers can find the documents they need, and the business has a stronger record of what has been issued, uploaded, viewed and managed.

That matters because secure customer portals only work when they are useful to both sides. The customer experience has to be simple, while the operational layer needs enough control for a real financial services workflow.