Find the patterns behind portfolio risk.

Use Navi to explore the records across your book, identify concentrations and investigate differences with the underlying evidence.

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Property portfolio86 policies · 128 locations
Conversation with Navi
You

Show our property exposure by location.

Navi
£240mTotal property sum insured
  • London£60m
  • Paris£48m
  • Amsterdam£36m
  • Manchester£12m
  • Other locations£84m

Manchester’s source records shown alongside.

Manchester · Exposure breakdown

PROPERTY SUM INSURED

Manchester£12m
  • PL-208£5m
  • PL-219£4m
  • PL-236£3m
PL-208 · Property schedule

Manchester location row

Property sum insured£5m

Property value, separate from the policy’s flood limit.

Fictional portfolio · Illustrative source excerpt

A portfolio total doesn't show which records drive it.

Concentrations and unusual patterns are difficult to assess when exposure, location and claims data sit in separate files. The team needs both a portfolio view and a way to inspect the records contributing to it.

From source material to reviewed work.

  1. 01Bring policy, location, exposure and claims records into a shared structure.
  2. 02Explore aggregate patterns and the records contributing to a finding.
  3. 03Check the source evidence and prepare the questions your team needs to investigate.

What your team can check

Portfolio views built around the measures your team needs.
Contributing records connected to each finding.
Source evidence and outstanding data gaps visible for review.

Your team checks the sources and exceptions and signs off each step. Navi does not make the final decision.

Move from a pattern to a specific investigation.

Connected records let the team examine a concentration, check the source values and identify missing information. The analysis provides a basis for investigation and remains subject to professional review.

Related work

See this with your own workflow.

We start with the case that matters most to you, then build a custom demo your team can test.

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