Legal Services Offshore blog
Insurance-record indexing for offshore legal support
Organize policies, claim notices, correspondence, and limits from source records without making coverage conclusions.
Defined workflowAttorney review gatesPractical escalation
Index each record
Capture carrier, insured, policy identifier, effective period, document type, claim reference, and source. Keep amendments and endorsements distinct from the base policy.
Surface missing pieces
Flag absent declarations, unreadable pages, conflicting identifiers, and unconfirmed dates. Do not infer whether a loss is covered or a notice is timely.
Prepare the attorney handoff
Sort the records chronologically and include a gap list with source links. Counsel decides coverage analysis, notice strategy, and any statement to the client or carrier.