Insurance carriers/wholesalers are always going to have a large number of crucial tasks and verification procedures to deal with; from getting thousands of fresh applications from their agents, numerous renewal requests from clients to following up with them for any kind of the inadequate data, all of which take up a lot of time. This is where Cogneesol steps in. At Cogneesol, we follow a unique strategy to streamline insurance checks and accelerate the entire process. We have a vast experience in checking insurance policies for precision. As a part of our offerings, our team detects missing information or discrepancies in the policies and follows up with the carriers to have them amended. Our seamless policy review services will allow you to provide the maximum coverage to your clients in addition to saving substantial time and resources.

Having more than 9 years of experience in the insurance sector, we assist our clients in reducing standard handling times, training expenses and slipups while improving service quality and profits. Our insurance team has an extensive amount of domain expertise that helps them to comply with the international benchmarks of the insurance sector. You can engage our policy checking services to verify new business or perhaps individual policies, same-carrier renewal insurance policies (verify terminology that might have changed from the previous to the subsequent year), renewal policies with a different provider and so on.


  • Reviewing customer’s paperwork and looking for missing/inadequate data

  • Submitting conclusions to underwriters regarding any kind of deficient or incomplete details

  • Entering/Validating the details of customer for policy purposes

  • Loss runs request

  • Policy quote, proposals and binders generation

  • Checking the policy standing

  • Filling out added information mandatory for creating the final policy

  • Reviewing policy accounting records

  • Generating the final policy depending on underwriter's insight

  • Verification of the particulars between the quote, proposal, binder as well as policy

  • Accepting all kinds of adjustment demands from clients

  • Authenticating and evaluating the adjustments asked by the client

  • Checking if those adjustments will impact the premium of the policy to vet those changes for approval

  • Routing policies for adding the required changes

Get a Free Quote

Past 9 years, Cogneesol’s policy checking team has assisted several professional and personal, property, casualty, medical, accidental and workers compensation carriers across the countries like the US, Australia, UK, New Zealand, Singapore, Dubai and many more. To get a free quote for our insurance policy checking services, click on the button below.



  • VertaFore Policy Management Software
  • NexSure Software
  • Aspire Policy Administration Software
  • Insurance Pro Software
  • HawkSoft Software
  • Agency Matrix Industry Software
  • Applied Software
  • Newton Insurance Software
  • Agency Software Inc.
Software used by Insurance Team for Policy Checking Services


  • Highly Competent Team
    Highly Competent Team

    Our team is well-equipped to take care of all insurance tasks & make sure you obtain accurate policy checking services within short span of time.

  • Focus on Core Operations
    Focus on Core Operations

    Any time you outsource a few time-consuming tasks, you obtain a longer time to concentrate on primary business operations to drive growth and profits.

  • Ease of Scalability
    Ease of Scalability

    Outsource insurance policy checking to us and allow our competent assets & top-notch infrastructure scale-up or down your project, as required.

  • Multiple Software Support
    Multiple Software Support

    Our team has in-depth experience in handling all agency management software like Vertafore, Nexsure, InsurancePro, AgencyMatrix, Aspire, AMS 360.

  • Accurate Results
    Accurate Results

    We engage extensive in-house quality control procedures to aid our clients’ quality assurance routines. The work that we provide is 99.9% accurate.

  • Data Security
    Data Security

    We reckon that safety, authentication, verification, privacy and credibility are of maximum value in insurance industry. We guarantee them all.

  • Round-the-clock Operations
    Round-the-clock Operations

    Our determination to fulfill your deadline prerequisites is absolute; as a result we offer round-the-clock policy review services.

  • Cost Savings
    Cost Savings

    Outsourcing enables you to save the costs radically. By outsourcing, your project gets accomplished in much less time and money by our skilled in-house team.

Every Business Is Unique.
Find Out How We Can Help Yours.

  • Service and support beyond your expectations
  • Get your team to do what is core to your business
  • Customized solutions to suit your needs
  • Helping you improve efficiency and profitability
  • Our team is there to assist you 24x7
  • Delivery of projects within the agreed time-frame

What People Are Saying About Cogneesol

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