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Platform · Contract Requirements

Read the contract once. Hold every document to it.

Contract Requirements pulls every coverage requirement out of the master service agreement and lender language, then measures each downstream document against it — limit by limit, form by form.

IWhat it does

  • Requirement extraction

    Limits, endorsements, forms, wording and notice provisions lifted from the contract and source-linked to the exact clause and page.

  • Side-by-side reconciliation

    What the deal requires, lined up against what each quote, policy and certificate actually delivers.

  • Material-issue surfacing

    Edition mismatches and missing endorsements raised while you can still fix them — not in a claim.

REDACTED SAMPLE · GL / AUTO / WCRECONCILED
REQUIREMENT
CONTRACT
FOUND
 
CGL — general aggregate
$2,000,000
$2,000,000
Additional insured form
CG 20 10 12/19
CG 20 10 04/13
Waiver of subrogation
Required · WC
Present
Primary & non-contributory
Required
Confirmed on COI
IIPairs with

One spine, five instruments.

Quote Matrix

Quote Matrix lines up competing carrier quotes against the requirement set, so the broker compares terms, exclusions and sublimits on the page instead of eyeballing four PDFs at 6pm.

Open module

Policy vs. Quote

Policy vs.

Open module

Put the compliance spine behind your book.

See Adamantius on one of your own redacted files — a real contract, a real quote stack, your workflow.