Policy renewal exposure changes
Underwriters lack a clear comparison of current and prior exposure schedules at renewal.
The challenge behind the workflow.
Underwriters lack a clear comparison of current and prior exposure schedules at renewal.
Bring exposure, policy, claims, repair, and financial data into a common working context. Help underwriters, claims teams, and catastrophe analysts investigate exceptions without losing the history behind a decision.
Data to bring together
- Prior policy schedules
- Renewal submissions
- Asset and location registers
Source systems are examples of the data required. Confirm connector availability, permitted access, refresh timing, and the authoritative owner before implementation.
How Genedata supports the work.
Configure one connected workflow, then reuse its mappings, definitions, and review process as the business grows.
- 01
Connect and prepare
Match schedules by stable identifiers and retain unmatched records for review.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Highlight changed values, locations, coverage requests, and missing details.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Publish a renewal change pack for the responsible underwriting team.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A renewal exposure change pack
Make the next run easier.
Version comparisons reduce manual line-by-line review of large schedules.
Start from one approved example. Save the agreed mappings and definitions, publish the reviewed output, and let the next team follow the same evidence instead of rebuilding the preparation.
Measure your own improvement
Preparation time for renewal reviews
Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.Review and responsibility
An underwriter confirms material changes and approves terms.
AI with professional judgment.
Use AI to summarize documents and suggest investigation questions. Coverage, pricing, fraud referrals, and claim payments require authorized review.
Try the workflow with your team.
Use representative, approved sample data. Agree the expected output and a review owner before extending the workflow to a live process.