Provenance
Solutions · For insurance brokers

Your clients' documentation, always current

Brokers and risk managers who cover art handlers, galleries, dealers, and collections spend renewal season chasing paperwork. When a client runs on Provenance, the paperwork assembles itself, and its Operations Adviser flags what is stale, expiring, or under-scheduled from the client's own records: a Coverage Dossier with valuations, condition history, and the coverage summary, exportable, current, and always up to date.

What the dossier carries

01The Coverage DossierOne exportable file per client: scheduled values, valuation freshness, condition history, and the coverage summary.
02Valuation freshnessValuations carry dates and sources; stale ones are flagged against a staleness rule.
03Coverage-gap flagsScheduled values compared against blanket coverage, policy expiries watched, gaps surfaced from the client's records.
04Condition historySigned, annotated condition reports accumulate on each insured item, with changes flagged over time.
05Chain of custodyEvery handoff logged with the responsible person and time, the due-diligence trail underwriters ask about.
06Storage documentationWhere items sit, under what agreement, and the condition they arrived in.
07Claims supportWhen something is disputed, the before/after reports and the custody log answer it, usually without the lawyer.
08Client portalThe insured's own clients see their items and documents; you see a book that documents itself.

A better-documented book

A client who documents custody, condition, and valuations continuously is a better risk than one who assembles paperwork the week before renewal. Recommending Provenance to your book raises its documentation standard, and cuts your chasing.

Documentation, not advice

Provenance is a documentation engine. It never values, appraises, underwrites, or advises on coverage, it reports what is stale, uncovered, or expiring in the client's own records, and builds the dossier you and the appraiser work from.

Run by the Operations Adviser

All of this lives on one record, so Provenance's Operations Adviser can reason over the whole business: it drafts the schedule, flags the job losing margin, chases the overdue invoice, and proposes your next move with the math shown. You approve, and money and custody never move without your sign-off. That is what a generic tool cannot do, because its AI sees your jobs, crews, assets, and condition together, not just a calendar.

Asked, answered

What is the Coverage Dossier?

An exportable file built from a Provenance workspace's own records: scheduled values with valuation dates, condition history on insured items, custody documentation, and a coverage summary, the packet a broker needs at renewal, current at any moment.

Does Provenance give insurance or valuation advice?

No. It documents the client's own records and flags what is stale, expiring, or above blanket coverage in them. Valuation, appraisal, and coverage decisions stay with the appraiser, the broker, and the underwriter.

How do my clients get it?

Any business running Provenance can enable the Coverage Dossier and export it for their broker, ask your insureds to share it at renewal, or introduce them to Provenance.

The renewal packet that keeps itself current.

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