Learning CentreTry an example

One fact can change
your next response.

Read the request, choose a fact and see a useful next step. Explore with fictional information; no app account needed.

Try it yourself

See what changes the answer.

Choose a situation below. These fictional examples use prepared results and responses, not a new analysis.

A readable example, even without interactive controls

Requirement: Commercial General Liability (CGL) insurance of CAD 5M per occurrence, with the customer named as an additional insured.

Clarification: The certificate shows CAD 5M per claim. The amount matches, but the basis differs.

Next response: Please confirm the occurrence basis and provide the applicable additional insured wording. The extract does not establish those requirements; it does not prove the policy lacks them.

What changes if the certificate says per occurrence?

The displayed amount, currency and limit basis match. Additional insured status, current policy validity and actual coverage remain unverified. This fictional comparison is temporary and is not saved.

Interactive controls appear when their scripts load. No app account is required to read these examples.

Guided walkthroughs

Find the moment that matters.

Watch a decision take shape, or move through the scenes at your own pace.

Playback and accessibility

Press Play to begin. Use Pause, Back, Next or select a scene. Each example includes a transcript in plain language; audio is never required. With reduced motion enabled, use the scene controls to advance.

Supplier requirements

Review a vendor insurance requirement

A supplier asks to remove cover. See which facts matter before responding.

Customer requirements

Respond to customer insurance requirements

Understand a customer’s request and prepare a supported response.

Technology services

Assess cyber and technology errors and omissions (E&O) requirements

Connect the data, systems and service responsibilities to the insurance request.

Events and sponsorship

Review an event or sponsorship requirement

Turn venue and activity details into a proportionate insurance discussion.

Exceptions

Record an exception decision

Keep the open issue, rationale, responsible person and approval requirement visible.

Agreement changes

Compare revised wording and export the record

Find what changed, revisit affected findings and prepare a review record.

Worked examples

Make the comparison clear.

See what the documents show, what remains uncertain and what needs a human decision.

Evidence comparison

What the contract asks. What the evidence shows.

Contract requiresCommercial General Liability (CGL)$5M per occurrence

Evidence showsVisible match$5M per occurrence displayed

Next checkCannot verifyPolicy status or claim response

Contract requiresAdditional insuredCustomer must have insured status under CGL

Evidence showsNot shownNo endorsement attached

Next checkFollow upAsk the supplier for the wording that gives the required status

Contract requiresPolicy periodMaintain insurance through 31 Dec 2027

Evidence showsFuture renewal neededStated policy ends 1 Jan 2027

Next checkNext actionAsk the supplier to confirm renewal arrangements and provide updated evidence when issued

An earlier policy end date calls for renewal confirmation; it does not establish that the supplier will breach its future duty. Missing endorsement evidence does not prove the required status is absent. Document comparison does not confirm that a policy is in force.
Agreement history

Follow the agreement from wording to decision.

  1. 01
    Executed wording

    “Appropriate insurance” with no specified insurance types, limits or evidence requirements.

    Legacy
  2. 02
    Current saved position

    Insurance types, limits, terms and evidence expectations, subject to checking their fit with the work.

    Saved
  3. 03
    Updated agreement proposal

    Confirm the work and possible losses, then propose the relevant insurance types, limits, terms and evidence requirements.

    Proposed
  4. 04
    Recorded decision

    Owner, rationale, recorded state and next review checkpoint stay attached.

    Human decision

For Your Own Agreements

Check the plans and current workspace availability.

Use your team’s organization workspace for authorized work.