SIX INSURANCE WORKLOADS · FOUR PRODUCTS, EACH BOUGHT ON ITS OWN

Broker material in. A cited record out. The same treatment holds for first notice of loss, coverholder bordereaux, wording versions, pre-bind underwriting and open claims: every value carries the document, page and passage it came from, anything unsupported is held in the open, and a named person decides.Broker material in.A cited record out.A loss notice in.A cited record out.A coverholder file in.A cited record out.Three versions on file.One approved to bind.Seven checks before bind.Every one on the record.One open claim event.Every obligation cited.

PorterIQ turns a broker renewal email and its attachments into a cited submission record, then routes it to Context Workbench.PorterIQ turns the loss notice, the invoices and the photographs into a cited event record, then routes it to Context Claims.PorterIQ matches every row of the coverholder file, then routes premium and risk to Context Workbench and claims to Context Claims.Context DMS keeps the approved version, section and jurisdiction retrievable, and keeps superseded wording distinguishable from current.Context Workbench shows the evidence, the state and the authority behind every pre-bind check, so a named underwriter signs on a full record.Context Claims keeps the policy position, the coverage trigger and the next obligation tied to the document each one came from.