Protection Case File Check
Check every Life, CI and IP case in ~60 seconds. Auto-grade, flag fixes, export an audit-ready PDF.
Automate end-to-end QA for protection advice.
Pull case docs from your CRM, run 25+ suitability and disclosure checks (needs analysis, budget fit, product selection, underwriting evidence, trust/beneficiaries, replacement business), then deliver a graded report with pinpointed evidence and clear remediation actions.
Inputs
- CRM case data and documents: Fact Find, demands & needs, recommendation letter, quotes/Key Features, application/illustrations, underwriting notes, medical evidence (if any), trust form/beneficiary nominations, DD mandate, ID&V
- One trigger: automatic at submission or manual run
Outcomes
- Overall file grade plus section grades (KYC/AML, needs & budget, product suitability, disclosures & exclusions, replacement business)
- Specific remediation actions with suggested wording and due dates
- Evidence pins to the exact page/snippet in source documents
- Pre-check and post-submission modes; duplicate-check suppression
- Automatic detection of churning/replacement risk and documentation gaps
- Amber/Red alerts with conditional human review, notes and overrides
Step by step
Pull case docs & data from CRM record
Pull case docs & data from CRM record
Run 25+ rules (needs analysis vs. sum assured/premium, product fit, disclosures & exclusions, trust/beneficiaries, signatures & dates, replacement business)
Run 25+ rules (needs analysis vs. sum assured/premium, product fit, disclosures & exclusions, trust/beneficiaries, signatures & dates, replacement business)
Push graded report to CRM/inbox; notify adviser & compliance if action needed
Push graded report to CRM/inbox; notify adviser & compliance if action needed
Pull case docs & data from CRM record
Pull case docs & data from CRM record
Run 25+ rules (needs analysis vs. sum assured/premium, product fit, disclosures & exclusions, trust/beneficiaries, signatures & dates, replacement business)
Run 25+ rules (needs analysis vs. sum assured/premium, product fit, disclosures & exclusions, trust/beneficiaries, signatures & dates, replacement business)
Push graded report to CRM/inbox; notify adviser & compliance if action needed
Push graded report to CRM/inbox; notify adviser & compliance if action needed
Typically processing time
≈ 60 seconds (typical)
Pain Today
Impact with Curvestone
Sample-only checks leave hidden risk across the book
20–45 mins manual QA per case; evidence scattered in PDFs and emails
Missed disclosures/exclusions trigger rework or complaints
Hard to evidence Consumer Duty and replacement-business oversight
100% of protection files checked — every case, every time
~1 minute automated review with pinpointed evidence
Audit-ready PDF + dashboard trail — simple oversight reporting
Real-time adviser feedback — fix issues before policy submission
Savings Calculator
Remove the barriers to AI transformation by effortlessly solving real business problems in minutes.
Hours saved (annually)
Annual savings
Security & compliance
ISO-27001 · UK data residency · FCA compliant audit logs
Questions & Answers
How long does setup take?
Do advisers need new logins?
Can we customise the checks?
Cert No. 19087
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Curvestone is a trading name of Curved Stone Limited registered in England No 09249565.
Registered Office: 55a Fermoy Road, London, W9 3NJ. VAT Number: GB 279018677.
