Private-client insurance reconciliation

What was requested. What was issued.

Private evidence workflows comparing actual client asset/change instructions with issued schedules and endorsements for professional broker review.

Your organization's private workspace. Your original records.

From scattered records to inspectable history

Choose the work in front of you.

Each workflow creates a private Matter using the installed kit and its evidence categories. Add your own records after creation.

Compare the client's actual change request with broker submission/response and issued document versions.

Start this workflow

Reconcile the supplied prior/current schedules with actual client changes, valuation records and outstanding broker questions.

Start this workflow

How the record develops

01
Create a private Matter
Name the actual job, incident, asset or decision. The kit and workflow are recorded with the Matter.
02
Preserve the originals
Upload the records from your operation. Inspect source details and categorize evidence without replacing its original bytes.
03
Inspect the gaps
See present and missing evidence categories. Completeness describes the record; it does not decide the outcome for you.
04
Build an Evidence Binder
Package the preserved record and provenance for review. Export access follows your workspace's existing permissions and plan.

Built around your work

No agency-system integration is assumed. The initial workflow accepts actual authorized policy/client records; professional coverage conclusions remain with the broker/insurer.

Keep the source material, the gaps, and the decisions in the same private history.