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Workflows / Policy checking

Policy checking

A carrier's policy document compared with your own record, with every difference flagged for a person and nothing overwritten.

Routed, timed and tracked6 steps · a person approves
See it on sample data Step by step
  1. 01Recognize and match
  2. 02Read the document
  3. 03Compare with your record
  4. 04Flag every difference
  5. 05A person decides
  6. 06Approve and close
What arrivesNew request

An email with a carrier policy or endorsement PDF attached, or a request to check that a policy was issued as quoted.

Routed, timed and tracked until it is done

What arrives, and the 6 steps behind it
[ Step by step ]

How Shlix handles policy checking.

The same order every time, recorded on the task as it runs. Anything unclear stops for a person instead of being guessed.

  • From the request
  • From your AMS
  • Drafted and checked
  • A person decides
  • Done and on record

  1. Recognize and match

    The request is told apart from other policy work, and the customer and policy are found from the email.

  2. Read the document

    The text of each PDF attachment is read. A document that cannot be read is flagged, not guessed at.

  3. Compare with your record

    Insured name, policy number, carrier, effective date and expiration date are compared with what your record says. Names are compared loosely, so "Hartford" and "The Hartford Insurance Group" are not flagged as different.

  4. Flag every difference

    A value the document does not state is shown as not stated, never as a mismatch. A real difference is shown side by side, and neither value is changed.

  5. A person decides

    Your team corrects the AMS or goes back to the carrier. Shlix records the decision.

  6. Approve and close

    An account manager approves where required, and the task is closed on the record.

[ Control ]

Who signs off, and what stays on record.

Who approves

Set per request type. Policy checks are usually set to need an account manager.

What is recorded

What each document said, what your record said, the result of each comparison and who resolved it are kept on the task.

What is next

Comparing premium, limits, named insured detail and mortgagees is planned. Premium needs your agency system to supply it, so it is not compared today.

[ Questions ]

About policy checking.

More in the how it works walk-through and the glossary.

Does it change my records?

No. It compares and flags. A person decides which side is right, and neither is changed automatically.

Does it check coverage limits and endorsements?

Not yet. Today it compares five identifying fields. Limits, forms and endorsements are checked by your team.

[ Read next ]
[ Other workflows ]

See policy checking on sample data.

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