Policy Analysis That Transforms Your Workflow
Scan policies, compare across carriers, check for deficiencies, and generate proposals—all in minutes. Reduce errors and free up time for what matters: your customers.
Hours Saved Weekly
Per user on average
Error Reduction
In policy review process
More Customer Time
Focus on relationships, not paperwork
Built for Every Role in Your Agency
Powerful features tailored to how you work
For Producers
Find Sales Opportunities
Quickly review existing policies and identify wedges to sell against with AI-powered analysis
Generate Custom Insights
Chat with policies to create clever, customized insights for your insureds
For Account Managers
Multi-Format Comparisons
Generate comparisons in Excel, PowerPoint, PDF, or any format your clients prefer
Branded Proposals
Create proposals using your template, ours, or let us design a custom one for you
For Customer Success
Navigate Claims
Dive into specific policy language to handle claims scenarios with confidence
Checklist Verification
Upload checklists to catch deficiencies, missing coverages, and incorrect limits
Comprehensive Policy Management Features
Cross-Carrier Comparison
Compare policies across different carriers, even with varying language and formats
Multi-Format Export
Export to Excel, PowerPoint, PDF, CSV, or custom formats
AI-Powered Chat
Chat with policies to extract specific information and generate insights
Deficiency Detection
Automatically identify missing coverages, gaps, and incorrect limits
Proposal Generation
Create professional proposals with your branding or our templates
Coverage Analysis
Deep dive into policy language for claims and coverage scenarios
Simple 3-Step Process
Upload Policies
Upload any policy documents—PDFs from any carrier, any format
AI Analysis
Our AI extracts, structures, and analyzes all policy details instantly
Export & Share
Generate comparisons, proposals, and insights in your preferred format
Try It Now: Compare Insurance Policies
Upload 1 or 2 policies to see the power of AI-driven analysis
Sign Up for additional free policy comparisons and advanced features
Upload Policy Documents
Select PDF files to compare
Try Sample Policy
View DocumentReady to Save 8+ Hours Every Week?
Join agencies transforming their policy management workflow. Reduce errors, free up time for customers, and close more deals.
Saved Weekly Per User
Error Reduction
More Customer Time
See how leading agencies are revolutionizing their policy management