Version comparison
The quoted, bound and issued terms shown together, or the renewal beside expiring cover.
Check the issued policy against the agreed terms.
Navi compares the quote, binder and issued policy, or checks a renewal against expiring cover. It brings discrepancies and source passages together so your team can prepare corrections.
Check the issued policy against the quote and binder. Show me the differences and draft a correction request.
Small wording changes can be hard to find.
Quotes, binders, schedules and endorsements describe the same placement at different stages. Checking them manually means tracing each agreed term through several documents and distinguishing a genuine discrepancy from a change that has already been explained.
The binder says £2m. The policy shows £1m.
In this fictional Example Engineering policy, the agreed flood limit is £2m and the issued limit is £1m. Premium and excess match. The discrepancy remains open for the broker and carrier to resolve.
Conversation with Navi
You
NaviCheck this policy. Prepare any corrections.
The flood limit doesn’t match.
Agreed · Binder p. 2£2m
Issued · Policy p. 3£1m
£1m below agreed cover1
Correction email drafted
“Please amend the flood limit to £2,000,000.”
For your review · Not sent Issued policy.pdf Page 3
COMMERCIAL PROPERTY
Policy schedule
Example Engineering Ltd · PL-208
1Flood · Limit of indemnity£1,000,000
- Flood excess
- £25,000
- Annual premium
- £14,200
Schedule of insurance 03
How the work gets done
01
Gather the policy record
Bring together the quote, binder, issued policy and relevant endorsements. For renewal checking, include the expiring contract.
02
Compare across versions
Navi checks insured names, dates, limits, excesses, coverages and wording. It flags omissions and changed terms with their source passages.
03
Resolve the discrepancies
Check the evidence and prepare a correction request. Review the carrier's response and any revised documents before closing the issue.
A completed policy comparison and prepared correction requests.
Source evidence
The passages that support each finding, so the reviewer can inspect the wording in context.
Correction request
An editable draft identifying the placement, discrepancy and clarification or correction needed.
Turn a difference into a clear correction request.
The reviewer can see what changed, check the source and prepare a specific question for the carrier. Keeping that evidence with the request helps the team check the response and revised documents before closing the issue.
An issue stays open until your team closes it.
A difference between documents needs investigation. The comparison does not decide which wording legally governs or replace a broker's review of the full policy record.
- Confirm the document versions and relevant endorsements.
- Review the practical significance of each difference.
- Check the carrier's response and revised documents before closing the finding.
Configure it around your team.
During implementation, we agree the documents, rules and outputs this workflow needs.
- The policy terms and fields your team checks
- Your approach to version history and exception review
- The correction-request template and review responsibilities
Part of Workflows: per-seat access, unlimited runs, medium-complexity extraction and a hard limit of 500 pages per run.
Explore Workflows →Bring a policy check your team handles manually.
We'll start with the task your team handles, demonstrate how Navi prepares the work and discuss a custom demo you can test.