Insurance and capital markets
Claims, policies, renewals and the reports somebody rebuilds by hand, assembled from the systems that already hold them.
Slack Slack 
@Dash pull everything we have on the Fairfield claim and link the sources.
Reading the file and checking its sources.
The claim summary is ready, with sources and missing evidence flagged.
HubSpotThe whole file, one answer Connected 
Microsoft Teams Add to The claim summary is ready, with sources and missing evidence flagged.
HubSpotThe whole file, one answer Connected Your tools. Working together.
See all integrations
Policy status, the claim, prior history and the attached documents, posted with the source behind each line.
@Dash pull everything we have on the Fairfield claim and link the sources.
The claim summary is ready, with sources and missing evidence flagged.
The whole file, one answerDash rebuilds it with this year's figures, keeps last year's structure, and marks anything it could not source.
@Dash rebuild last year's broker report with this year's figures, same structure.
The broker report is rebuilt. Unsourced figures remain flagged.
The report they ask for yearlyWhat renews next month, what has had a claim since the last renewal, and who has not been called.
@Dash what is renewing next month and who needs a call first?
Renewals are prioritized. Outreach drafts are held for review.
The renewal book, earlyDash reconstructs the trail: who signed off, on which version, at what time, and what changed after.
@Dash show the approval trail on this file and anything edited after sign-off.
The approval trail is ready, including edits made after sign-off.
Who approved what, and when