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Insurance.

Upload policies, quotes, endorsements and claims documents. ActaFlow prepares comparisons and checklists for the intermediary to check before contacting customers and insurers.

View the examplesDescribe your problem

A few examples for your industry.

Prepare questionnaires and documents for policy renewal

Upload the policy, questionnaire and client updates. ActaFlow highlights changed data and missing documents to prepare the renewal request.

See how it works
Start from
  • Expiring policy and endorsements
  • Questionnaire and checklist required for renewal
Get

Working file and draft for the client

With review by the person responsible
An example you can configure in ActaFlow

Comparing sums insured, excesses and exclusions across policies

ActaFlow sets premiums and quote terms side by side and shows where to find sums insured, excesses, extensions and exclusions.

See how it works
Start from
  • Full quotes with date and version
  • General terms, special terms and referenced attachments
Get

Quote comparison summary

With review by the person responsible
An example you can configure in ActaFlow

Gathering the attachments and requests for further documents for a claim

Upload the claim notification, the insurer's requests and the attachments. ActaFlow prepares an index of the documents received and the list of those still to be requested.

See how it works
Start from
  • Claim notification, case number and policy available
  • Requests for further documents and instructions from the insurer
Get

Draft request and claim index

With review by the person responsible
An example you can configure in ActaFlow

Comparing final statement data with the premium adjustment endorsement

Upload the policy, final statement and endorsement. ActaFlow compares the parameter, period and values and prepares the points to verify with the client and the insurer.

See how it works
Start from
  • Policy and clause with adjustment parameter and period
  • Client's final statements and data provided
Get

Summary and draft clarification request

With review by the person responsible
An example you can configure in ActaFlow

Checking the endorsement against the requested policy variation

Upload the request, the insurer's response and the endorsement. ActaFlow shows the data that differ and prepares the clarifications for the intermediary.

See how it works
Start from
  • Policy and relevant previous endorsements
  • Client's request and insurer's response
Get

Verification note and draft to the insurer

With review by the person responsible
An example you can configure in ActaFlow

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