Every answer names the clause.
The document, the page and the passage. A citation the checker cannot verify is flagged on the answer, never hidden.
Solutions
Insurance · Claims · Policy · Regulator
The policy wording,
the claim file and the regulator's request.
Answer the handler, the auditor and the regulator with the clause and the page attached.
What survives the review
Three things a reviewer can check for themselves.
Every read is permitted, and logged.
A member sees only what they may see, in every answer and every run. The audit log shows who asked, and when.
The regulator's file carries its sources.
A workflow run records every document it read and holds for approval. The file leaves with its sources on record.
Today
The file is assembled by hand, every time.
One evidence base, and the file assembles from it.
By hand
TodayWith iQ Pulse
What changesBy hand
Two handlers, two readings
The same wording is read two ways, with nothing to show which reading the document supports.
With iQ Pulse
Cited answers
The document, the page and the passage behind every answer. An unverifiable citation is flagged, never hidden.
By hand
Wordings that differ by version
The clause that settles a question sits in one version of one wording, and finding it is manual.
With iQ Pulse
A run you can show
Each workflow run records the documents it read and holds the result for approval before export.
By hand
Claim files across systems
Correspondence, adjuster reports and the policy documents themselves live in different places.
With iQ Pulse
Controls with their evidence
Each control carries an owner, a status and the evidence on file, with a memo that names the gaps.
The workflows
Three workflows, from the wording to the file you hand over.
Shipped workflows, run over the documents you choose, with an approval step before export.
Extract obligations
Over the wording, the regulation or the contract you select, with every source the run used on record.
Compliance DeskCompare documents
Over the documents you select, with every source the run used on record; the comparison itself is the Knowledge Desk's, cited to the page.
Knowledge DeskPrepare audit checklist
Over the documents you select, held for approval and exported as a PDF.
Compliance DeskField capture
An assessment written on site, and everything the machine read from it.
On requestThe photograph stays exactly as it arrived, with its checksum; the extracted text carries a legibility figure that measures the text rather than a model's confidence, and the candidate fields wait for review. An adjuster corrects what is wrong and decides; only that decision turns a capture into a record.
Every return, every office
Policy wording lookupClaim file reviewRegulator submissionsComplaints handlingReinsurance treaty reviewUnderwriting guidelinesAudit evidenceRegulatory change
The Desks
The Desks insurance teams reach for.
Before procurement asks
The five questions an insurance purchase turns on.
- Do you have templates for our frameworks?
- GDPR ships as a bundled template, with ISO 27001, SOC 2 and the NIS2 Directive beside it. Any other control list imports from a spreadsheet.
- Where is our data hosted, and can it stay in our jurisdiction?
- Region-pinned storage for Enterprise customers is on the roadmap and not yet shipped. Ask where your data is hosted before you sign and we will answer in writing.
- Can it run on our own infrastructure?
- Enterprise plans can run in your own cloud or on-premise, by arrangement. Every other plan runs on the hosted service.
- Does it connect to our document system?
- Uploads on every plan. Google Drive from Starter, S3 and Google Drive on Pro, SharePoint and Confluence on Enterprise. The CFO Desk's accounting connectors come with Pro and Enterprise.
- What does procurement get?
- Security questionnaires, penetration test reports, SOC 2 documentation and other security artefacts on request, from one address. GDPR and CCPA compliant, ISO 27001 aligned, SOC 2 Type II in progress.
Next step
Answer the next request
with the clause attached.
Bring a wording and a question a handler asked last week. We will show you the answer, its evidence and the export it becomes.
Security
GDPR and CCPA compliant, ISO 27001 aligned, SOC 2 Type II in progress. Encrypted at rest and in transit. Your data never trains a model.
Security page