Know what's changing in your portfolio, before it becomes a problem
New risks get written, exposures shift and exceptions build up across products, territories and coverholders. The information sits in policy systems, exposure schedules, bordereaux and claims records. Parsewise brings it together and shows your team where to look.
For heads of delegated authority, portfolio underwriting, underwriting performance and exposure management
The questions behind every portfolio review, answered with evidence
Can we trust these figures?
Missing, inconsistent and unreliable data flagged before the review starts.
Do the bordereaux match the binder and the files?
Reported risks, premiums and claims reconciled against the documents behind them.
Where are we writing outside our guidelines?
Exceptions and authority breaches listed, each linked to the policy and the clause.
Where is exposure building up?
Concentrations by location, industry or coverholder, broken down to the policies that make them up.
What do the claims say about what we've written?
Loss patterns by product, insured or broker, linked to the claim files.
From scattered portfolio data to findings you can act on
- Reconciles data across systems, schedules and bordereaux
- Flags missing, inconsistent and unreliable portfolio data
- Breaks down exposures so you can look into possible concentrations
- Highlights exceptions and deviations from your guidelines
- Gets the evidence ready for portfolio reviews and coverholder audits
- Takes any finding down to the policy and the source document
Start the review from data you trust
Too much of a portfolio review goes on deciding whether the data can be trusted. Parsewise does the reconciliation and sets out the evidence, so the review can focus on exposures that changed and exceptions that need action.
Every finding links to its source. What it means, and what to do about it, stays with your team.
Where teams start
From documents to a decision in three steps
Bring the portfolio together
Load policy extracts, exposure schedules, bordereaux and claims data in whatever format they arrive. Navi puts them into one set of records.
Check the data and connect it to the evidence
Every figure links to the schedule, binder or file behind it. Where sources disagree, Navi flags it.
Investigate and act
Start from the portfolio view, open the policy, check the source page and decide what happens next.
“Parsewise surfaces material claims risk earlier, which directly protects our combined ratio.”
Compre Group · Legacy & Run-off Specialist · Portfolio acquisition diligence and claims reconciliation
See it on one of your bordereaux
Bring a month's bordereau and the binder. We'll show where the reported figures and the documents disagree and which risks sit outside the guidelines, each traced to its page.
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