Gather the submission
Start with one submission type and the documents your team already receives. Agree which fields and evidence the pack needs.
Missing documents. Repeated follow-up. Another version of the same pack. We’re exploring a simpler way to prepare submissions for broker review.
Request a workflow review ↗20 minutes · One recurring bottleneck · A practical next step
Source documents linked to the summary.
Outstanding requirements in one checklist.
Follow-up drafted for broker review.
A proposed pilot workflow. Inputs and outputs are agreed during scoping.
Between the first email and a pack your broker can use.
Start with a bounded preparation task. Agree the inputs, the output and where a person takes over before testing.
Start with one submission type and the documents your team already receives. Agree which fields and evidence the pack needs.
Evaluate a structured summary, source references and a checklist of missing information. Prepare follow-up for broker review.
A broker checks the pack and decides what goes to market. Test any approved system update as a separate step.
Market selection, advice, sending and binding remain with your team. This proposed pilot focuses on preparing the information they need.
See the broader idea behind Datawall, from damage-inspection visualizations to a construction-insurance workflow demonstration.
Start with the vision, then choose one preparation task to evaluate with your team.
Brand film · Includes illustrative sequences and a workflow demonstration. Pilot scope is agreed separately.
One team. One file type. A shared definition of success. Compare the current process with a supervised evaluation before expanding.
Hands-on minutes spent getting one file ready.
Required items present at the first review.
Changes the reviewer needs to make.
Elapsed time from receipt to a usable packet.
Walk through a recent example, identify the person who owns the work, and agree what would make a test useful. Confirm feasibility, sample access and timing together.
Explore the proposed evidence-to-file workflow for property claims teams.
Bring one recurring bottleneck. We’ll explore whether a small, measurable pilot makes sense.