More time for clients, less time assembling cases.
Navi brings client emails, schedules and insurer quotes together to prepare submissions, compare cover and check issued policies. Your team reviews the evidence and the client-ready output.
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From source material to reviewed work.
- 01Bring client emails, schedules and loss runs together. Navi extracts the details for your submission and flags missing information.
- 02Compare insurer quotes across premiums, limits, excesses and wording, with source references for the differences.
- 03Check the issued policy against the agreed terms, then review a prepared proposal or correction request before sending.
What your team can check
A submission pack with the client details assembled and outstanding questions identified.
A quote comparison showing differences in cover, price and conditions for your recommendation.
A policy check and drafted correction request, with each discrepancy linked to its source.
Your team checks the sources and exceptions and signs off each step. Navi does not make the final decision.
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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