Bring the evidence together for portfolio diligence.
Analyse policy, premium and claims records across a book. Standardise fragmented data, investigate anomalies and identify gaps that need resolving before the portfolio assessment.
Compare treaty terms and reconcile portfolio records.
Navi compares treaties and endorsements, reconciles premium and claims bordereaux, and prepares queries with the supporting evidence. Use the connected records to investigate the wider portfolio.
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From source material to reviewed work.
- 01Bring treaty documents, endorsements, premium records and claims bordereaux together.
- 02Navi compares terms, limits and exclusions, reconciles reported figures and flags differences with their sources.
- 03Review the completed comparisons and prepared queries. Track outstanding explanations before signing off the work.
What your team can check
Treaty and endorsement comparisons showing changed terms, limits and exclusions.
Premium and claims reconciliations with differences isolated for investigation.
Prepared queries and supporting source references for your team to review and send.
Your team checks the sources and exceptions and signs off each step. Navi does not make the final decision.
See how Compre uses Parsewise.
Compre uses Parsewise to standardise loss runs, bordereaux and policy documents for portfolio acquisition diligence and claims reconciliation, with anomalies and missing information flagged for 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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