Once the initial Information Pack is received from the provider and the policy information updated, the Portal will analyse the data and automatically produce a list of gap-fill questions for any missing data items. This can then be sent directly to the provider from the Portal. 

The Discovery Dashboard keeps track of any outstanding information and highlights any critical data that is required for particular functions, such as producing cash flow models or completing a product switch analysis – allowing you to keep your cases progressing whilst waiting for any remaining information.