Document guide
Policy schedule
Extract the specific insurance terms for an asset or service. Link amounts, limits and dates to the policy to provide the detail needed for review.
Explore fields and examples ↓The information your team needs.
Cover, amounts and terms stated in the document. Each value retains its document reference so the team can return to the source during review.
Illustrative fields · Fictional data. Fields and output are configured for the supplied documents and agreed workflow.
| Field | What it contains | Example |
|---|---|---|
| Policy reference | Number and endorsement where stated. | POL-0042 · endorsement 1 |
| Parties | Insurer, policyholder and insured. | Policyholder A |
| Insured asset | Address and risk description. | RE-0042 · building |
| Insured sums and limits | Amounts attached to each cover. | Building: €225,000 |
| Premium and excesses | Stated amounts and frequencies. | Excess: €300 |
| Effective and expiry dates | Dates applying to these terms and changes. | Effective: 1 Oct 2026 |
Connect the data. Find what needs attention.
Check that the schedule belongs to the policy and asset in the file.
Flag differences in limits or dates between versions, retaining the source endorsement.
Each amount retains its cover category; limits for different covers are not added into a single sum.
Information ready for your workflow.
Specific terms linked to the policy and asset. Receive an Excel or CSV file for review, or structured data in the format agreed for your system.
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