Check policy endorsements
Upload the request, the insurer's response and the endorsement. ActaFlow shows the data that differ and prepares the clarifications for the intermediary.
The request
Compare the variation request, the insurer's response and the policy endorsement. Show me the differences.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the change documentsSelect the request, the insurer's response and the endorsement version to check.
- Read the requested changesActaFlow reports the data, start date and conditions set out in the request and the response.
- Compare the endorsementActaFlow sets the endorsement data side by side and flags differences or changes that cannot be found.
- Verify the differencesThe intermediary checks the wording and versions and confirms the clarifications to request.Manager check
- Prepare the note on the changeActaFlow summarises the confirmed data and drafts the clarifications still needed.
Three documents compared
The request, the insurer's response and the endorsement are set side by side for each item of data.
Recognisable versions
The table shows which document each value or start date comes from.
Clarifications relating to the change
The draft refers to the discrepancies confirmed by the intermediary.
How you set up the automation
ActaFlow reports the data, start date and conditions set out in the request and the response. The intermediary checks the wording and versions and confirms the clarifications to request.
What you need
- Policy and relevant previous endorsements
- Client's request and insurer's response
- New endorsement with accompanying correspondence
Upload the change documents
Select the request, the insurer's response and the endorsement version to check.
Read the requested changes
ActaFlow reports the data, start date and conditions set out in the request and the response.
Compare the endorsement
ActaFlow sets the endorsement data side by side and flags differences or changes that cannot be found.
Verify the differences
The intermediary checks the wording and versions and confirms the clarifications to request.
Prepare the note on the change
ActaFlow summarises the confirmed data and drafts the clarifications still needed.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Can ActaFlow check only the address or the start date?
Yes. Specify the fields to compare and upload the documents that contain them. Missing values remain to be clarified.
Does a difference mean the change isn't covered?
The comparison does not determine cover. The intermediary checks the difference and asks the insurer to confirm.
Which versions do I need to upload to check the change?
Provide the previous policy, the endorsement and the documents for the requested change. Specify which data and conditions need to be compared.
Does a flagged difference change the cover?
The comparison flags the passages that need re-reading. The intermediary checks the change and clarifies its effects with the documentation and the relevant contacts.
Check a policy endorsement
Upload the variation request, the response, and the endorsement received.