Getting Started
Guides for new users of the Cyber Questionnaire Validator
13 articles
- In a nutshell: The Cyber Questionnaire ValidatorKill the Questionnaire. Why? Because it's the largest source of friction in the Lloyd's market. To kill the questionnaire, the first step is to... make a better questionnaire. ... a…
- Adding your first applicantIf you have a VRI, renewal, or an applicant on your desk right now - here's how to get them analyzed.
- Entity: The word we use for client/applicant/risk/policyholder/company/enterprise, etcAn Entity is a single company on a journey through your part of the insurance lifecycle - from insurability assessment, to application, to on-risk and even declined.
- Stages: Viewing and moving entitiesEntities are organized by stages. Each stage supports a specific part of your journey with an applicant - whether you bind with them or not.
- Tags: Organizing entitiesTags are one of the ways your organization can organize entities across a variety of random categories. Here's how to add, remove, and search with tags.
- Questionnaire Library: What we ask and whyOur library of questionnaire items is heavily curated to keep you focused on the most important items. Here's a deeper dive of how the library works - and why its…
- Navigating the QuestionnaireIts not paper. Its not a .pdf. Its an interactive library.
- Priority Override: Get results ASAPSometimes you need results as fast as a.i. can get it to you. Here's why you would do this, and how.
- Review Applicant, your first CQV resultsSo, you've got some results? Here's how to access results and what it all means.
- Advanced Hacker Insights: With great power comes great responsibilityYou may have noticed that you have access to advanced insights. Here's how to read them, some capabilities, and some limitations to guide you.
- Fresh Scan: How to refresh resultsWe aim to always keep your applicant results fresh. But sometimes you have a need for a fresh scan. Here's why, and how.
- Archiving: How to & when to remove an entityArchiving removes an entity from view, and declutters your interface. Here's why you would do it, and how.
- Tips, Tricks, and Things to TryAs you continue on your journey with The Cyber Questionnaire Validator, here are a few reminders and side quests.