Market Conduct Exam Management demo
From the call letter to the closing report, agents gather every file and answer and keep each examiner request on its clock. 1:13
What the demo shows
An exam management solution that gathers the files and answers for each market conduct request.
Seven agents turn the call letter into a request list with business-day clocks, pull every sampled file, test each one against the standards the examiners use, explain problems before the examiner finds them and check every number against MCAS; the coordinator submits after counsel and the manager sign off.
Transcript
- Market Conduct Exam Management answers every examiner request from a file for insurers.
- A call letter brings dozens of requests.
- Harrow Ridge Mutual has 57, each filling in as agents work.
- Request 23, 79 closed homeowners' claims, due Thursday.
- Agents pull every file.
- Then they test each file the way the examiner will.
- One turns amber, acknowledged 18 days after the insured called their agent.
- The limit is 15.
- The explanation is drafted before submission, with the fix made in 2025.
- Totals match the MCOS filing.
- Counsel approves, and Nora submits three days early.
- Every examiner requests track to its due date, answered from the file.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.