Structure the received terms
Attach the source document to the right market and prepare premiums, limits, deductibles and conditions for review.
Terms & policy verification
“Comparing quotes and checking policies by hand?”
Bring the differences to the broker’s attention.
Turn received quote documents into structured terms for review, then check the issued policy against what was accepted.
The problem in practice
A small difference can need a careful decision.
- Someone types quote terms into a comparison spreadsheet.
- An exclusion or missing condition is hard to spot across PDFs.
- The issued policy is filed before its deductible has been checked.
What changes for your team
Source documents become reviewable evidence.
Placement Desk · Quote and policy review. We configure the workflow around your records, people and operating rules.
Review aligned evidence
Show material differences and missing information together. The broker makes the recommendation and advises the client.
Check the issued policy
Compare policy evidence with accepted terms. Prepare discrepancies for review and keep activation separate.
The decision stays where it belongs.
Extraction is reviewable evidence, not a coverage decision. Missing terms stay missing. Acceptance, binding and activation stay with authorized people.
A measured deployment
Measure the effort from receipt to review.
Quote review and accepted-quote-to-issued-policy checking use the operating foundation. Agree document types, fields and review rules in the deployment; proposal preparation can be added.
Compare the sample quotesStart with the right scope
One useful workflow.
A wider operating foundation.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Portal, renewal, API and accounting modules are scoped additions, with their own measures and delivery terms.
See the $7,500 USD placement pilot and termsExplore the optional modules
The next handoff
Is this part of the same problem?
01Market correspondence
Chasing underwriters from inboxes and spreadsheets?
Questions, declines and quiet markets compete for attention, and the next move lives in someone’s memory.
See how the work changes02Renewal operations
Rebuilding renewals from last year’s files?
Old applications, changed exposures and client questions get assembled again while expiry dates keep moving.
See how the work changesCapabilities for this workflow
Put the next handoff in place.
Account operations
CRM, accounting & payment workflows
Still looking up which policy an invoice or payment belongs to?
Link account and deal records, invoice information and confirmed transactions, with exceptions assigned for review.
- Mapped account and invoice references
- Confirmed payment events linked to records
- Unmatched items and failed updates surfaced
Lifecycle extensions
Renewal preparation & servicing workflows
Does renewal season begin with another blank application?
Reuse prior information for review, collect changes and give renewal and servicing work a clear owner and next step.
- Upcoming expiry and prior-record context
- Changes and missing evidence made explicit
- Scoped proposal, certificate and invoice workflows
Start with your operation
Bring one line. We’ll map the work around it.
A 20-minute walkthrough of your intake, markets, handoffs and approval rules.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
Book a 20-minute walkthroughChoose a time for your 20-minute walkthrough. Open the calendar in a new tab