Questions, answered

Click Get started, then use Proto to configure Insurtech Comparison Platform for your business. Pilot one organization, a carrier counterparty, one balanced instruction and a representative provider event.

Operations Analyst records the instruction, its owner, counterparty, amount and linked debit and credit accounts. The Independent Finance Reviewer decides on the submitted revision.

The carrier record links to its parent instruction and organization. It keeps the carrier, submitted revision, decision status and provider application reference together.

The reviewer can inspect the submitted instruction or carrier handoff, its revision and supporting evidence. The decision retains the reviewer, reason and date.

After the team checks provider confirmation or settlement evidence against the submitted instruction. A provider submission alone is still pending an external result.

The reconciliation item must refer to the same financial account and exactly match the confirmed instruction’s amount and occurrence date. A disagreement stays visible for investigation.

Yes. Use its operation key, external reference and recorded effect references to inspect what actually persisted before retrying any action.

Auditor is a scoped read-only role for authorized evidence and reports. Review and execution stay with the named operational roles.

Bring organization and partner codes, provider account identifiers, named team members, sample instructions and dated provider events. Rehearse a mismatched event before expanding the scope.