Policy Checking
Line-by-line comparison of issued policies against applications, quotes and binders.
Policy Checking
Discrepancies between what was quoted and what was issued are a real exposure for agencies. We compare issued policies against your quote, binder and application documents and return a clear discrepancy report for your team to act on.
- Standard checklist per line of business
- Reviewer sign-off on discrepancy reports
- Follows your procedures, inside your systems
Challenges we help with
Policies are filed without being checked because there is no time.
Errors are discovered at claim time, when they are most expensive.
Checking is inconsistent between team members.
What’s included
- Comparison of declarations, forms and endorsements to source documents
- Premium, limit, deductible and named-insured checks
- Discrepancy reports in your preferred format
- Tracking corrections requested from carriers
Not included, or only with your approval
- Interpreting coverage for insureds
- Deciding whether a discrepancy is acceptable
How the work flows
- New policies are queued for checking as they arrive.
- Each policy is checked against an agreed checklist.
- Your team receives a report and decides on corrections.
Quality checks
Standard checklist per line of business
Reviewer sign-off on discrepancy reports
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
We agree the lines of business and checklist during scoping, starting with the policies you issue most often.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.