Claims history is asked for at every renewal and reconstructed from memory. This keeps it accurately across years so disclosures are right and submissions are credible.
What's Included
- Every claim held across policy years not just the current one.
- Paid, reserved, and declined recorded separately.
- A claims summary per client ready for a market submission.
- An assistant that drafts the summary accurately.
How To Use
- Keep claims across years. A single-year view fails every disclosure.
- Separate paid from reserved. Markets read them very differently.
- Record declined claims too. A non-disclosure is worse than a claim.
- Check the summary against the carrier record before you submit it.
Populate it from the claims log, and use it in quote comparison.