Rename insurance policies as PDF

Overview of all contracts

With carrier and coverage type in the filename, you see at a glance which policies are active—without opening each file.

When damage occurs, the right policy must be found immediately. Clear filenames save valuable time in stressful situations.

Through a unified scheme with policy number, main policy and all endorsements are automatically sorted together.

Filery detects information from PDF text. If the coverage type is mentioned in the document, it's included in the filename.

Your naming pattern can include any fields that enable separation.

Choose your platform and start with automatic document renaming

Universal (Apple Silicon & Intel)

Windows 10 & 11

Ubuntu, Debian & more

Linux version coming in the next few weeks

System requirements: macOS 10.14+, Windows 10/11

All downloads are transmitted securely via HTTPS.