Compare policy terms
ActaFlow sets premiums and quote terms side by side and shows where to find sums insured, excesses, extensions and exclusions.
The request
Compare insurance quotes and terms. Set sums insured, excesses and exclusions side by side with references.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload quotes and termsSelect the versions to compare and specify the covers, limits and exclusions to search for.
- Read the terms for each proposalActaFlow searches for the requested items and reports values and passages with references to the documents.
- Prepare the differences tableActaFlow sets premium, sums insured and terms side by side and flags any missing attachments or explanations.
- Check the meaning of the clausesThe intermediary checks the references and confirms which differences to report to the client.Manager check
- Prepare the comparison summaryActaFlow reports the confirmed differences and keeps visible the points still to be clarified.
Terms set side by side
The table shows each item with its corresponding quote and document.
Clauses to re-read
The references accompany the limits, excesses, extensions and exclusions found.
Open points in the summary
Missing attachments and ambiguous conditions still need to be clarified with the intermediary.
How you set up the automation
ActaFlow searches for the requested items and reports values and passages with references to the documents. The intermediary checks the references and confirms which differences to report to the client.
What you need
- Full quotes with date and version
- General terms, special terms and referenced attachments
- Items to compare and risk data checked by the intermediary
Upload quotes and terms
Select the versions to compare and specify the covers, limits and exclusions to search for.
Read the terms for each proposal
ActaFlow searches for the requested items and reports values and passages with references to the documents.
Prepare the differences table
ActaFlow sets premium, sums insured and terms side by side and flags any missing attachments or explanations.
Check the meaning of the clauses
The intermediary checks the references and confirms which differences to report to the client.
Prepare the comparison summary
ActaFlow reports the confirmed differences and keeps visible the points still to be clarified.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Does ActaFlow choose the policy to propose?
It prepares the documentary comparison according to the items indicated. Assessing the client's needs and making the proposal are the intermediary's responsibility.
If a coverage provision cannot be found, is that cover excluded?
The summary indicates that it was not found in the documents examined. The intermediary must check attachments and wording and ask for clarification if necessary.
Can I include exclusions and excesses in the comparison?
Indicate the conditions to compare and provide the documents that contain them. The intermediary verifies the references and clarifies differences before using the summary.
How does it handle an attachment missing from a quote?
Ask it to flag points lacking documentation and the questions to clarify. A missing attachment must not turn into confirmation of cover.
Prepare a quote comparison
Upload the quotes and conditions you want to compare side by side.