Engagements
File reviews we take
Every item below is a reading of insurance application papers. Fees are quoted after we know the file count, the product lines, and whether the packs are paper, scan, or mixed. Nothing on this page is a checkout.
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Primary engagement
New-business application file audit
A line-by-line reading of life, medical, motor, and fire application packs before bind, or in the first weeks after issue, to see whether the form, the proposal, and the attachments describe the same person and the same risk.
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Medical and lifestyle answers
Disclosure and questionnaire review
A focused reading of medical questionnaires, occupation answers, previous-insurance questions, and lifestyle fields against the rest of the pack, looking for silence, contradiction, and fields that were left blank yet treated as clean.
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Identity, evidence, beneficiaries
Supporting-document completeness check
A checklist pass over identity copies, medical reports, financial evidence, beneficiary papers, and product-specific attachments against the insurer’s own list and what the application itself claims is enclosed.
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Producer quality
Broker and agent pack sampling
A sample of application packs from a named broker, agent, or branch, scored against completeness and recurring defects, with a memo written for the agency manager rather than a league table.
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After the fact
Complaint and dispute file reconstruction
When a policyholder says a question was never asked, or a claim file points back at the application, we rebuild what the pack contained, what is missing, and what the dates on each page actually show.
