Agreement or Evidence
Choose the task first.
Agreement Review
Review Insurance in an Agreement
Check insurance types, limits and terms against the work and your standard position.
FICTIONAL AGREEMENT
Customer data changes the question.
A supplier hosts customer records. Identify each party’s work and possible losses.
- Requirement
- Supplier insurance
- Exposure
- Customer data
- Next step
- Confirm parties, services and locations.
Evidence Check
Check Insurance Evidence
Compare supplied evidence with requirements or a statement about insurance held.
FICTIONAL EVIDENCE CHECK
Check like with like.
Review evidence alone or compare with a supplied requirement or statement.
- Required
- USD 1,000,000 per occurrence
- Source
- Supplied insurance summary
- Check
- Requirement comparison
What You Can Do
Keep the context with the decision.
Save agreement work for continuity. Evidence stays temporary unless an available Save Evidence Version action confirms it was saved.
Requiring insurance. Match coverages and limits to service exposures.
Providing insurance. Customary, reasonable wording may preserve flexibility.
Capabilities
Check Insurance Evidence
Reuse Organization Positions
Record Agreement Decisions
Organization decision: Authorized people make final insurance, legal and contract decisions.
Fictional Walkthrough
See the result before starting your own review.
Public examples use fictional information.