Insurance Policy Checking Services
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 insurance policy checking services will allow you to provide the maximum coverage to your clients in addition to saving substantial time and resources. Serving since 2008, we assist our clients in reducing standard handling times, training expenses, and slip-ups while improving service quality and profits.
Outsource insurance policy checking services to Cogneesol 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 much more.

"Cogneesol automated our less critical tasks and got us close to 40% cost savings."
- An Insurance Business, Coventry, England
Our Insurance Policy Checking Services
- 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 a customer for policy purposes
- Filling out added information mandatory for creating the final policy
- Loss runs request
- Checking the policy standing
- Reviewing policy accounting records
- Policy quote, proposals and binders generation
- Generating the final policy depending on underwriter's insight
- Verification of the particulars between the quote, proposal, binder as well as policy
- 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
- Accepting all kinds of adjustment demands from clients
- Routing policies for adding the required changes
Every Business is Unique. Find Out How We Can Help Yours.
Contact UsOur Key Differentiators
Competent Team
Our team is well-equipped to take care of all insurance tasks & make sure you obtain accurate policy checking services within a short span of time.
Growth Focused
Any time you outsource time-consuming tasks, you obtain a longer time to concentrate on primary business operations to drive growth and profits.
Scalability Ease
Outsource insurance policy checking to us and allow our competent assets & top-notch infrastructure scale-up or down your project, as required.
Software Support
Our team has in-depth experience in handling all agency management software like Vertafore, Nexsure, InsurancePro, AgencyMatrix, Aspire, AMS 360.
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
We reckon that safety, authentication, verification, privacy, and credibility are of the maximum value in the insurance industry. We guarantee them all.
Round the Clock Operations
Our determination and need to fulfill your deadline prerequisites is absolute; as a result, we offer round-the-clock policy review services to you.
Cost-Savings
Outsourcing enables you to save costs radically. By outsourcing, your project gets accomplished in less time and money by our skilled in-house team.
Who We Serve












Our Insurance Policy Checking Process
Insurance carriers/wholesalers always remain busy following a series of verification procedures and performing other core operations. This is where Cogneesol steps in.
Our Process Overview:-
- Receive policy document from the carrier/broker
- Retrieve documents from centralized folder/software
- Create or open an existing checklist
- Comparison between policy, proposal, quote & binder
- Update checklist with any differences in centralized folder/software
- Email the difference to the carrier or/and asking for endorsements
At Cogneesol, we follow a unique strategy to design our insurance policy checking outsourcing solutions that effectively streamline insurance checks and accelerate the entire process. Our insurance team has an extensive amount of domain expertise that helps them to comply with the international benchmarks of the insurance sector.
Client Testimonials
It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.
Cogneesol established stringent quality parameters and timelines right at the beginning of our association. Owing to these SLAs, our insurance policy check process underwent a transformation within a short period. Soon we had streamlined validation and review process that were both in-depth and time saving. We are grateful to Cogneesol for these efficiencies!
Policy issuance was a problem area at our end until a couple of years go. We reached out to Cogneesol for policy checking services. They came in with expert understanding of the statutory requirements and worked out a process flow that not only eliminated errors but also required less time. These in turn reduced costs for us.
Cogneesol has made an exhaustive checklist of processes required for policy-checking. This list is like our holy grail. It has made our policy checking process error free. We can now issue policies within short timelines after all the necessary checks and underwriters’ inputs. Cogneesol works on short timelines and reasonable rates. Perfect for small agencies like ours.
Get in Touch With Us
We look forward to building long-term relationships with our clients through our customized insurance solutions that will make processes agile and cost-efficient. Have specific questions, or want a guided tour of our services? Get in touch with us!