Insurance Client Schedule Consistency Agent

A client's named locations often differ across renewal documents, with different addresses, values or occupancy details in each. This agent aligns location records across the documents using approved location IDs. It checks each shared field for contradictions. Where fields disagree, it uses dated client evidence, such as a signed statement of values, to decide which is current. Where no evidence settles it, it asks the location owner. It never merges locations with similar addresses but different IDs. It then prepares synchronized review copies of every document. The account administrator approves submissions. Edge case: 12 Main Street and 12 Main St, Unit B have different IDs, so they stay separate even though they look alike.