Premium audit reconciliation
Reported exposure, policy estimates, and audit findings can disagree at the end of a coverage period.
The challenge behind the workflow.
Reported exposure, policy estimates, and audit findings can disagree at the end of a coverage period.
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
- Policy estimates
- Reported exposure records
- Audit findings
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
Map exposure categories and align records to the relevant policy period.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Compare estimates with reviewed actuals and isolate classification or completeness issues.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Publish a reconciliation worksheet with supporting records and approval status.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A premium audit reconciliation
Make the next run easier.
Repeatable audit mappings reduce manual recalculation across policies.
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
Time resolving exposure discrepancies
Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.Review and responsibility
Authorized auditors confirm classifications and contractual premium treatment.
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.