TLC — Policy Administration

Issue a Policy

Upload the quote document and proposal form, confirm the details, and generate a policy schedule.

Upload Documents

Select the quote document and proposal form. TLC-AI will extract all required information from both.

📄

Quote Document

Broker-facing quote issued by the underwriter

Choose PDF

📋

Proposal Form

Completed proposal form from the insured

Choose PDF

Extracting policy information…

TLC-AI is reading both documents — usually 20–40 seconds.

Review Extracted Details

Verify and correct the information extracted from the documents. All fields are editable.

The Insured

Insured Name

Company Registration Number

VAT Number

Insured Address

Coverage

Nature of Business

Territorial Limits

Broker

Broker Name

Broker FSP Number

Broker VAT Number

Broker Commission

Policy Details

Enter the details from the closing instructions.

Policy Reference

Policy Number

Retroactive Date

Period of Insurance

Inception Date

Expiry Date

Select Accepted Quote Option

Select the option the broker confirmed in their closing instructions.

Endorsements & Subjectivities

Carried through from the quote. Untick anything that has been resolved or does not apply.

Endorsements

Subjectivities

Policy Schedule

Review the schedule and export.