Put Navi to work on portfolio due diligence. Bring policy documents, loss runs and bordereaux together, reconcile the figures and find the gaps before you assess the book.
Prioritise claims for expert review and trace every finding back to the records behind it.
Explore Manchester’s £12m property exposure and the policies behind it. Check PL-208’s contribution against its source schedule.
Show our property exposure by location.
PROPERTY SUM INSURED
Three policies contribute to this total.
Trace a value to its property schedule.We work with your team to configure extraction agents and dashboards around the records you have and the questions you need to answer.
Connect the relevant portfolio documents and previous Workflows case data. Agree which information needs to be extracted and compared.
Our team helps configure the extraction agents and dashboards. Evaluate the results against your own data and review requirements.
Use the aggregate view to find priorities, then inspect the source records. Review discrepancies and recommendations before taking action.
Start with portfolio due diligence and claims prioritisation. Extend the same connected records to reconciliation and underwriting analysis.
Standardise fragmented loss runs, bordereaux and policy documents. Reconcile figures across records and investigate anomalies or missing information before drawing conclusions about the portfolio.
Which figures need reconciliation before we assess this portfolio?
For reinsurersAnalyse large claims datasets, reconcile paid, incurred and reserved figures, and identify cases that need specialist review. Your claims lead checks the evidence and decides how to route them.
Which cases should a specialist review first?
For carriersCompare expected commission with carrier statements and payments. Investigate differences with the supporting agreements and records, then prepare follow-ups for review.
Which balances need follow-up, and what explains the difference?
For brokersExamine recent submissions for recurring information gaps and exceptions to underwriting guidelines. Use the findings to focus the team and investigate the underlying cases.
Where do information gaps and underwriting exceptions recur?
For MGAsCompre
Portfolio acquisition diligence and claims reconciliation
Compre uses Parsewise to standardise loss runs, bordereaux and policy documents for portfolio acquisition diligence and claims reconciliation. Anomalies and missing information are flagged for review.
Read the Compre storyWorkflows prepares work for an individual case, with a hard maximum of 500 pages per run. Analytics analyses larger datasets, including thousands of claims, and can use data from previous Workflows cases.
Navi is the assistant across both. Your team can work on the case and examine its place in the wider portfolio.
Explore WorkflowsAnalytics uses credits based on the number of pages and the complexity of the information being extracted. Each extraction agent has a low, medium or high complexity setting, shown in the configurator.
Business and Enterprise include an annual credit allowance. We warn you at 80% of your annual allowance. Usage beyond the allowance is billed automatically as overage. Unused credits do not roll over.
We discuss your datasets and expected usage when scoping the plan. Workflows uses separate per-seat pricing with unlimited runs.
European hosting and model inference are standard. Business and Enterprise include MFA and SSO; Enterprise offers an optional virtual private cloud deployment.
Security and trustTell us about the records you work with and the questions your team needs to answer. We'll demonstrate a relevant analysis, then scope a custom demo your team can test.