Mapped application data
Insured details, locations, values and requested cover in the required format, with source references.
Prepare the submission before it goes to market
Navi brings client emails, schedules and loss runs into one case. It checks the information against carrier requirements, flags gaps and prepares the submission for your review.
Check this application package against our market checklist. Ask for anything missing and assemble the submission pack.
Missing information holds up the approach to market
Client details arrive across emails, applications, property schedules and loss runs. The broker has to establish what is current, reconcile the information and find gaps against each market’s requirements before preparing the pack.
Workflow steps
01
Gather the client material
Bring together emails, application forms, property schedules, statements of values and loss runs. Navi maps the information into the case.
02
Check readiness for market
Compare the application with the target carrier's requirements. Identify missing answers and documents, inconsistent figures or details that need the client to confirm.
03
Prepare the pack
Draft the missing-information request, update the case when answers arrive and assemble the submission. The broker checks the package before it goes to market.
A missing loss year becomes a specific request
This submission is missing its 2025 loss run. The checklist names the outstanding document so the broker can prepare a specific request before approaching the market.
Riverside submissionPrepared for review
Conversation with Navi
You
NaviIs this submission ready to send to the market?
One document is still missing.
3 of 4Required documents received
Request the missing 2025 loss run before sending.
Submission checklistPrepared for professional review
Prepared output
Submission checklist
Application
Received
Property schedule
Received
2023–24 loss runs
Received
2025 loss run
Missing
Source excerptMarket requirements · loss history
Provide loss history covering 2023, 2024 and 2025.
A completed submission pack, with missing-information requests prepared
Client follow-up
A draft request that names the missing information, so the client or account manager knows what to provide.
Market submission
The application, property schedule and normalised loss history assembled for the broker's review.
Give the next person a complete starting point
A specific missing-information request tells the client what to provide. Once the gaps are resolved, the broker can review a structured submission with the supporting documents already together.
A complete checklist still needs a broker’s review
A complete checklist is a preparation milestone. Your team still checks the accuracy of the information and suitability of the submission for the market.
- Confirm insured details, locations and declared values.
- Check paid, reserved and incurred loss figures against their sources.
- Resolve gaps and review the final application before sending.
Configure it around your team
During implementation, we agree the documents, rules and outputs this workflow needs.
- The carrier checklists and required application fields
- Your statement-of-values and loss-history formats
- Your submission layout and client-request wording
Show us the submission your team prepares most often
We'll start with the task your team handles, demonstrate how Navi prepares the work and discuss a custom demo you can test.
