# Review an insurance product-to-enquiry route.

By Hilvy. Updated 2026-10-25.

Use a public product and its approved documents with your designated reviewers.

Output: A product-facts pack, document ownership map and quote/claims route plan.

- [ ] Choose the visitor’s intent.
  Separate researching cover, obtaining a quote, existing policy service and making a claim.
  Keep: A route for each intent.
  Owner: ____________________
  Notes: ____________________

- [ ] Confirm the approved facts.
  Check audience, significant limits and the location of complete policy wording.
  Keep: Approved product copy.
  Owner: ____________________
  Notes: ____________________

- [ ] Match document versions.
  Verify that the page links to the intended product version and current supporting notices.
  Keep: Document references and owner.
  Owner: ____________________
  Notes: ____________________

- [ ] Trace the data handoff.
  Identify where personal information is collected and who controls that process.
  Keep: A reviewed data boundary.
  Owner: ____________________
  Notes: ____________________

- [ ] Plan product changes.
  Agree what happens when cover, documents or provider routes change.
  Keep: Review and withdrawal instructions.
  Owner: ____________________
  Notes: ____________________

A blank review worksheet from Hilvy. Checkbox changes on the web page are not included in this download.
This is not an audit, certification, legal advice or a guarantee of search performance.
https://www.hilvy.io