How does the system handle sensitive policy information?

The system uses privacy categorization to assign sensitivity tiers. You can use `get_policy_register` with specific privacy levels to ensure only authorized information is retrieved.

How can I know if I am ready to file a claim?

You can use the `check_claim_readiness` tool to evaluate if all required documents for a specific asset are organized and verified.

How are renewal alerts managed?

Renewal alerts are managed via a review calendar. By using `get_review_calendar`, you can see a schedule of upcoming audits based on policy lead-time rules.

Insurance Policy Record Plan MCP Connector for Claude

A+

A secure system for managing insurance policies, renewal schedules, and claim documentation.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

More Details Connect to Claude

This MCP server provides a centralized management system for organizing insurance policy details. It allows AI agents to access a secure policy register, generate document folder maps, view a review calendar for upcoming renewals, and verify claim-readiness for specific assets. Use get_policy_register to view policy summaries, get_document_map to locate files, get_review_calendar to track audit dates, and check_claim_readiness to ensure all necessary documentation is prepared for a claim.

insurancepolicycompliancedocument-managementrenewal

Connect to Claude

Subscribe on Vinkius, then add this connector to Claude.ai or Claude Code.

① Claude.ai (web app)

Go to Settings → Connectors → Add custom connector
Paste the MCP endpoint URL below

https://edge.vinkius.com/vk_preview_Yaijj91gItJ87HJAmbVGzFB322ROqQ7eSvoFY78e/mcp

② Claude Code (terminal)

claude mcp add --transport http insurance-policy-record-plan https://edge.vinkius.com/vk_preview_Yaijj91gItJ87HJAmbVGzFB322ROqQ7eSvoFY78e/mcp

③ Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "insurance-policy-record-plan": {
      "url": "https://edge.vinkius.com/vk_preview_Yaijj91gItJ87HJAmbVGzFB322ROqQ7eSvoFY78e/mcp"
    }
  }
}

Get full access on Vinkius

The preview token above works for testing. Powered by Vinkius.