Policy Comparison
Compare supplied premiums, limits, deductibles, endorsements, and exclusions with references to the underlying documents.
Start a workspace
Brokers and account teams comparing supplied policy or quote documents
From the first document to the final review.
OpenTeam prepares policy comparison matrix and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized policy wordings, quote documents, schedules, endorsements, and coverage requirements by source, owner, and date.
Prepare the working pack
Build a side-by-side terms matrix and flag exclusions, missing wording, and differences requiring a qualified insurance professional’s review.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Policy comparison matrix
- Coverage questions
- Source document index