Build the pre-renewal notification sweep for a claims-made programme
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the matter list, complaints register and incident reports, build a register of every known circumstance with the date the insured became aware of it, the policy and period it falls in, whether it has been notified, and the notification deadline set by the policy expiry.
- What the lawyer must review
- Confirm the register layout and the expiry dates once at setup against the policy schedules, then review the flagged items and decide which circumstances are to be notified before expiry.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the matter list, complaints register and incident reports, build a register of every known circumstance with the date the insured became aware of it, the policy and period it falls in, whether it has been notified, and the notification deadline set by the policy expiry. |
| Lawyer | Confirm the register layout and the expiry dates once at setup against the policy schedules, then review the flagged items and decide which circumstances are to be notified before expiry. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Check the policy period and expiry date in the register against each policy schedule at setup.
- Confirm the source records searched cover every part of the business the policy insures.
- Confirm every flagged circumstance has a decision recorded against it before the expiry date.
- Check the output against the source documents named in it before it is relied on.
Sources
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.