Prepare documents for policy renewals
Upload the policy, questionnaire and client updates. ActaFlow highlights changed data and missing documents to prepare the renewal request.
The request
Compare the policy, questionnaire and client updates. Prepare the data to be confirmed and the documents needed for the renewal.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the renewal documentsChoose the policy, endorsements, current questionnaire and client correspondence.
- Read data and changesActaFlow lines up the questionnaire data against the updates received from the client.
- List the missing informationActaFlow distinguishes between reconfirmed, changed and data still to be clarified, according to the chosen checklist.
- Check the request to the clientThe intermediary checks the changes and confirms which documents and declarations to request.Manager check
- Prepare the renewal fileActaFlow gathers the confirmed data and drafts the request for additional information.
Changes lined up against the questionnaire
The table shows where a client update differs from the previous data.
Checklist linked to the policy
The documents to request follow the instructions uploaded for that renewal.
File for the intermediary
The summary separates confirmed data from information still to be obtained before quotations.
How you set up the automation
ActaFlow lines up the questionnaire data against the updates received from the client. The intermediary checks the changes and confirms which documents and declarations to request.
What you need
- Expiring policy and endorsements
- Questionnaire and checklist required for renewal
- Client updates and declarations available
Upload the renewal documents
Choose the policy, endorsements, current questionnaire and client correspondence.
Read data and changes
ActaFlow lines up the questionnaire data against the updates received from the client.
List the missing information
ActaFlow distinguishes between reconfirmed, changed and data still to be clarified, according to the chosen checklist.
Check the request to the client
The intermediary checks the changes and confirms which documents and declarations to request.
Prepare the renewal file
ActaFlow gathers the confirmed data and drafts the request for additional information.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Is last year's questionnaire enough for the renewal?
It depends on the insurer's requirements. ActaFlow compares it with the current questionnaire and the updates provided; the intermediary decides what needs to be reconfirmed.
Does ActaFlow request the quote directly from the insurance company?
This example produces the working file and the draft supplementary information. The account manager checks the documents and handles the request to the insurance company.
Can I use a different checklist for each renewal?
Provide the relevant checklist together with the policy, questionnaire and updates received. The intermediary checks which information is required and which still needs to be reconfirmed.
Do the collected documents automatically confirm the renewal?
The example prepares the collection and the summary to be checked. The intermediary retains the decision on the renewal and on the requests to put to the client and the insurance company.
Prepare the documents for a renewal
Upload a policy, the current questionnaire and the updates received.