Review & Governance Management
Stay on top of document reviews with clear ownership, deadlines and automated reminders.
The challenge
Insurance documents do not stay valid forever. Products change, regulations evolve, and annual review cycles demand that every document in your estate is checked on schedule. In practice, reviews are tracked in spreadsheets, calendar reminders, and someone’s memory.
Documents quietly go stale. An IPID last reviewed eighteen months ago still sits on your website. A regulatory change affects your product line but nobody triggers a review of the associated disclosure pack until a customer complaint surfaces the gap.
Why it matters
Out-of-date documents are a compliance and conduct risk. Consumer Duty expectations make ongoing product and document governance a board-level concern, not something you only think about when an audit is due.
Missing a review deadline does not just create regulatory exposure. It means customers may be buying based on information that no longer reflects the product they will receive.
How Ultradoc helps
Ultradoc manages documents across their full lifecycle:
- Scheduled review reminders aligned to your business review calendar
- Status tracking from draft through approval to published and due for renewal
- Notifications to document owners when content needs attention
- Linked content awareness so a source change can flag every dependent document
Your review programme runs inside the system that holds the documents, not in a separate tracker that drifts out of sync with what is actually live.
The efficiency gain
Teams know what needs attention this week because review dates live with the documents themselves, not in someone’s calendar or spreadsheet.
That cuts down the last-minute scramble before an audit or renewal. Compliance spends less time chasing owners for overdue reviews and more time on the documents that actually need their judgment.