📄️ Clients & Cases / Analyses
This page lists every client you have analysed policies for, and is where you open, compare, share and export those analyses.
📄️ Analysing and reviewing a policy
4admin reads a policy document, pulls out the fields you've asked for, and gives you a review screen where you can check every value against the source page, fill gaps, and export the result.
📄️ Adding documents to an existing analysis
When a document turns up after you've already analysed a policy, for example a contribution history or an updated valuation, add it to the existing analysis rather than starting again. 4admin re-reads the policy with the new document and shows you anything that has changed.
📄️ Requesting missing information by email
When an analysis has gaps (the fields tinted red), you can email the provider straight from the review screen. 4admin writes the email for you, listing exactly what's missing.