Before You Start
Ensure all fields of the Asset(s) are filled in.
Ensure the Policy has been created.
Ensure all documents needed for the review have been uploaded to the Documents tab.
Ensure all relevant documents have been associated to the correct Policy.
Step 1: Navigate to the Policy Compliance Checklist
Open the desired case in the platform and click the "Policies" tab.
Select the policy that needs to be reviewed by clicking the Insurance Product name.
• The policy opens with the Compliance Checklist on the left side of the screen.
Step 2: Enter the Policy Data into the Compliance Checklist
Select the first document needed for the review by clicking the document listed on the right side of the screen under the Policy being reviewed.
This brings the document into the middle of the screen in the "Document Viewer" and allows you to see the needed information.
Note: The Checklist can be completed by either extracting the data from the selected document with the AI Extraction tool, or by manually entering the data into the Checklist fields.
AI Extraction
Once the document is visible in the Document Viewer, click "Run Extraction".
The extraction tool enters the data it finds into the matching fields in the Compliance Checklist.
Note: AI extraction isn't always accurate. Review the extracted data before confirming compliance. To check a field, click the "..." next to the field name.
Once the data has been extracted and verified, click "Save".
Manual Data Entry
Begin from the top of the Compliance Checklist and complete the policy information using any relevant documents.
Some fields are dropdowns with preset selections, while others are open text fields you can type into.
Once all relevant fields are complete, click "Save".
The policy review is complete.