Review lender, contract and customer requirements

Convert documented requirements into a source-backed licensed coverage review.

Documents & forms · Licensed staff, Company admin

How it works

Upload the contract, loan conditions, lease, venue terms or customer request in the same document area as the rest of the submission.
Analyze it as Contract / lender / customer requirements, or let automatic identification propose the type.
Review requester, insured, project, coverage, limits, endorsements, parties, deadlines, conditions and exceptions against the original.
The licensed reviewer selects supported coverage suggestions and records an explanation. Existing selections are preserved; unsupported requirements remain for follow-up.
Complete applicable ACORDs and carrier supplements, regenerate the package, then review and sign the current version before resubmission.

Conditional or waived requirements must not be turned into unconditional coverage selections. Requested insurance is not proof that it exists.

The system does not automatically interpret legal sufficiency, map every endorsement, or promise that an insurer can satisfy a contract.