Client
Policy Wording
No wordings in the library.
Open the Admin panel to upload a Policy Wording document.
Auto-matched to this policy's inception date.
No wordings in the library.
Open the Admin panel to upload a Policy Wording document.
Auto-matched to this policy's inception date.
Ctrl+Enter to submit
Manage wordings, clients, and schedule uploads
Search for the client, then upload their Policy Schedule. The document is encrypted server-side — no plaintext is stored on disk.
A guide for staff — plain language, no technical background needed
Globe is a tool that helps you answer questions about a client's insurance cover. You type a question — like "Does this policy cover storm damage?" — and Globe reads the client's Policy Schedule and the insurer's Policy Wording to give you an answer.
Globe does not guess. If the answer isn't in the documents, it will tell you that instead of making something up.
Three things need to be set up in Admin before Globe can answer questions about a client:
If any of these are missing, Globe will tell you when you try to run a query.
Globe's answer is based only on the two documents loaded for that client. It will reference specific sections where it can.
After the answer appears, two buttons will show at the bottom:
The Admin panel has three tabs:
Built Policy Wordings — multiple versions of the same wording can exist at the same time (e.g. Meridian Business Pack effective 1 Mar 2025 and 1 Mar 2026). Globe automatically picks the right version for each client based on their inception date. Staff can also override this manually.
Not built Policy Schedules — uploading a new schedule for a client replaces the previous one. There is no history. If you need to keep a copy of an old schedule, save it elsewhere before uploading the new one.
Where data is stored: Client names, policy numbers, and policy wording text are stored in a secure database (Supabase) hosted in Sydney, Australia. This keeps client data on Australian soil in line with Australian Privacy Act requirements.
Policy Schedules: These contain sensitive client information, so they are treated differently. When you upload a schedule, it is encrypted immediately on the server before being saved to disk. The encryption key is separate from the file and stored independently. Even if someone accessed the server files directly, they could not read the document.
What reaches your screen: Globe never sends document content to your browser. The schedule is decrypted on the server, the AI generates an answer on the server, and only the text of that answer is sent back to you. When you click "Open Policy Schedule" or "Open Policy Wording", the file is decrypted on the server and streamed directly to your browser — it is not stored on your device.
Audit logging: Every query is recorded — who ran it, which client, and which documents were accessed. The question and answer text are not recorded.