Verify Issued Policy

There are three scenarios that are covered with this functionality:

What it does Compares the document in question with the prior application or quote, and flags any discrepancies in coverage, limits, endorsements, or terms that don't match what was applied for.

What you get An internal discrepancy report. Not client-facing; this is a quality-control step for your own file review.

When to use it Use this any time a policy is issued, as a standard check before closing out the file. Especially important on complex accounts where a mismatch could create an E&O exposure if it's missed.

Steps for each Scenario

Then click Start Analysis to run the check.