Service
Pre-settlement application review
A second pair of eyes on high-value or disputed applications before the discharge is issued.
Ask about this review
Some applications should not wait for a year-end audit. Large bodily injury files, contested property losses, and claims with recovery potential benefit from a financial read before the offer letter goes out.
We do not replace the handler’s recommendation. We test the arithmetic, the policy response, and the completeness of the papers the offer relies on, then return a short clearance or a list of holds.
Turnaround is agreed in the engagement letter so the claims diary is not stalled by the review itself.
On the engagement
- Focused review of the draft settlement worksheet
- Policy-response and limit check against the application heads
- Hold list limited to items that change the offer
- Clearance note suitable for the claims file