Check an issued policy against the quote, binder, or application. Compare expiring and renewal policies. Policy IQ brings differences and source references together so your account or service team can verify the findings and decide what needs follow-up.
Give your reviewer a structured view of policy details, discrepancies, and supporting sources. Check insured information, policy periods, coverages, limits, deductibles, premiums, forms, and endorsements against the supplied documents. Record the reviewed findings and the follow-up your team needs.
Choose an issued-policy check or renewal comparison. Confirm the account, policy periods, document versions, and checking checklist. Your reviewer verifies findings against the original wording, resolves missing or conflicting information, and records the outcome before the next action.
Choose the comparison and provide the policy and source documents.
Review insured details, coverage, limits, deductibles, and premiums alongside the supplied source information.
Keep forms, endorsements, exclusions, and other exceptions organized for the reviewer to investigate.
Your reviewer confirms the documents, checks the wording, and decides what needs correction or clarification.
Bring confirmed discrepancies and review outcomes into a structured policy-checking report.
Supported documents, outputs, connections, and review requirements are confirmed for your implementation.
