The Check Workspace: one page per policy

The Check Workspace is one page per policy. Everything an account manager would open four PDFs, an email thread and a spreadsheet for is on it, in the order the work happens, with the agents’ work on top.

The hero

The hero says what the policy is — the check number, line, carrier, insured, renewal or new — who owns it, when it took effect and when it must be delivered. Under it, the stage strip and six numbers: checks matched, failures open, to review, renewal changes, with the carrier, total cost. Then one paragraph that says where the check stands, and the Check button that runs the agents.

The Check Workspace for an illustrative general liability renewal — The Check Workspace on an illustrative general liability renewal: 50 of 55 checks matched, 3 failures open, a proofing control blocking delivery, and three decisions prepared for a person.

The stages

flowchart LR R["Received"] --> RD["Read"] --> P["Proofed"] P --> W["With carrier"] P --> Y["Ready to deliver"] W --> Y --> D["Delivered"]

The stage machine moves one stage at a time and lists what stops each move. Ready to deliver is not reachable while a high-severity failure is unresolved; Delivered is the account executive’s signature.

The seven zones

Zone	What it holds
1 Findings	Decisions prepared for you, the last run, and every finding by severity with its citations.
2 Documents	Each document with pages, fields read and unmapped labels; upload a PDF or text.
3 Fields	The canonical coverage model: one row per field, each document’s value and its label.
4 Proofing	Pass, fail or review, grouped by category, with both sides cited and Raise, Accept or Waive.
5 Comparison	The renewal against the expiring at quote, binder and policy; the tower side by side.
6 Corrections	Requests to the carrier with status and due date.
7 Delivery	What stops delivery, or the client summary to sign, and the coverage schedule as checked.

What the agents found on an illustrative general liability renewal — What the agents found: each finding with its severity, the agent that raised it, the cited pages and Approve for the client summary.

The Documents zone with four illustrative documents — Documents: expiring policy, quote, binder and issued policy, each read page by page with the fields read and any labels left unmapped.

Key facts and the proofing controls that fired on an illustrative check — The side panel: key facts, a control that blocks delivery, a heads-up, and the four documents in the file.

Citations that open the page

Every value on the page carries a chip — Binder, p.2, Policy, p.4. Clicking it opens the page in a drawer with the cited line marked. That is how a reviewer confirms a finding in seconds instead of finding the PDF.