WorkflowCommercial P&C

Quote & Binder Check

Quote, Binder & Policy Check

Every quote, binder and policy checked term by term before issue, so the cover matches the promise.

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WorkflowDocuments in; a checked, signed result out.
5specialist agents
5kinds of input
Soonfilm in production
The problem

Why it matters

Terms shift across quote, binder, endorsements and the issued policy; policy checking is manual and late, and mismatched limits, forms or named insureds become E&O claims.

What it does

How the solution handles it

Five agents read the quote, binder, issued policy and endorsements, line up every term (insureds, limits, deductibles, forms, premium), flag discrepancies, track open subjectivities and draft corrections. An account manager resolves and signs the check.

How it works

How a placement moves

Five agents read, align, compare, track and draft on every placement; an account manager resolves and signs the check.

What comes in
Placement docs4 documents · quote, binder, policy, endorsements
Agents at work
Document readerquote to policy
Then
Term alignerinsureds, limits
Then
Discrepancy finderwhat changed
Subjectivity trackeropen conditions
Then
Correction drafterto fix or confirm
A person decides
Account managerresolves and signs
What comes out
Signed check
Discrepancy list
Corrections sent
In and out

What it reads, and what it hands back.

What goes in

  • Quote and proposal
  • Binder and subjectivities
  • Issued policy and forms list
  • Endorsements
  • Market Reform Contract (London market)

What comes out

  • Term-by-term comparison, cited
  • Discrepancy list with owner
  • Subjectivity tracker
  • Policy-check sign-off pack

Who uses it

AMAccount managerUUnderwriterPSPolicy services teamEAE&O and compliance lead
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
20min
per policy check, from issued policy to a signed check
By hand1–3 hrs
With agents≈ 20 min
target
16terms
compared on every policy: insureds, limits, forms, premium…
16 of 16 terms
on every policy
estimated
2×
the policies checked per technician, with the same team
TodayWith agents

London market: contract certainty — terms agreed before inception, slips in Market Reform Contract form · “Target” = design goal, measured in the live solution · “Estimated” = our estimate

Built on the engine

5 specialist agents. One person decides.

Document readerquote, binder, policy, endorsements
Term alignerevery term lined up
Discrepancy finderlimits, forms, insureds, premium
Subjectivity trackeropen subjectivities and dates
Correction drafterfix requests, each one cited
Account managerresolves and signs

Build this
for your team.

We’ll show Quote & Binder Check running on your own documents.