For insurance and capital markets
The policy, the claim, the documents together.
Claims, policies, renewals and the reports somebody rebuilds by hand, assembled from the systems that already hold them.
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Four jobs the file work hands over.
01
The whole file, one answer
Policy status, the claim, prior history and the attached documents, posted with the source behind each line.
02
The report they ask for yearly
Dash rebuilds it with this year's figures, keeps last year's structure, and marks anything it could not source.
03
The renewal book, early
What renews next month, what has had a claim since the last renewal, and who has not been called.
04
Who approved what, and when
Dash reconstructs the trail: who signed off, on which version, at what time, and what changed after.
Real workflows, rendered in Slack
Watch three of these run.
The claim, checked.
See Dash read the policy, the photographs and the weather record for the date the claim actually names.
Open interactive demo
The renewal book, in order.
See Dash rank next month's renewals by which conversations matter, then draft the outreach for approval.
Open interactive demo
Last year's report, rebuilt.
See Dash rebuild the broker report with this year's figures and leave the unsourced line blank.
Open interactive demo