How to Generate Policy Revisions Using Case Intelligence

After completing a policy checklist, you can instantly generate a clear compliance response using the Policy Revisions tool in Case Intelligence. This feature compiles all pending compliance items, required policy edits, and related actions into a structured summary you can easily share.

From the case view:

• Click the Case Intelligence button in the top right.

• Select Policy Revisions from the dropdown menu.

This action automatically compiles a summary of:

• Outstanding compliance requirements

• Required policy revisions

• Additional notes or requests for action

You’ll see a detailed, auto-generated policy revision response. It includes:

• Compliance deficiencies

• Required documentation or amendments

• Specific instructions to resolve non-compliance

By default, the policy associated with the checklist is enabled. You may also:

• Deselect any irrelevant policies

• Select additional policies to include in the feedback summary

This lets you tailor the message to the relevant insurance contacts.

Click Copy Revisions to copy the full compliance response to your clipboard. From there, you can paste it into:

• An email to brokers or agents

• Internal case documentation

• Platform messages

To ensure flexibility, users can launch Policy Revisions from multiple parts of the platform, each with context-specific defaults: