Portfolio and oversightRun-off and M&A due diligence

Know what's in a claims portfolio before you take it on.

Before an acquisition, a loss portfolio transfer or a run-off deal, Navi standardises the loss runs, bordereaux and claim files, reconciles the figures and finds the claims where the files tell a different story from the data.

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For complex casualty, property/BI and financial lines claims

Bordereaux, loss runs and claim files connected to a portfolio view of open claims

The problem

The data room has the numbers. The reasons are in the files

Every source in its own formatLoss runs, bordereaux and system extracts come from different administrators, each with its own fields.

Too many files to readDeal timelines allow a sample of claim files to be read. The rest is taken on trust.

Surprises after signingA claim that is getting worse in correspondence but not yet in the reserve becomes the buyer's problem.

How it works

From the data room to a diligence pack

Load the data room

Loss runs, bordereaux, reserve histories and claim files, in whatever format they arrive.

Navi reconciles and reads

Figures are standardised and reconciled across sources, and every claim file is read against its reported numbers.

Build the diligence pack

Exceptions, evidence and open questions for the seller, each linked to its source.

Example

What one file adds to the data

Read as part of a portfolio, our sample Halden Thermal claim shows what the reported figures leave out:

A defence costs reserve of £180,000 against counsel's current estimate of £310,000
Reserve history, 30 September 2026; UK defence counsel updated report, p. 4
A claim notified in August 2026 with no reserve held
UK defence counsel updated report, p. 7
19 machines with valves from the same batch still untraced, so more claims may follow
UK defence counsel updated report, p. 8

What you get

What your team gets

Comparable claim records across administrators
Reconciled figures, with exceptions to investigate
Claims where the files and the data disagree
A diligence pack with evidence and open questions

“Parsewise surfaces material claims risk earlier, which directly protects our combined ratio.”
Compre Group · Legacy & Run-off Specialist · Claims reconciliation and portfolio diligence

Portfolio and oversight

See a claims portfolio checked against its files

We'll load a sample book of loss runs, bordereaux and claim files and show the exceptions Navi finds, with every figure traced to its source. Then we'll scope a pilot on your own files.

Book a demo

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