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Policy Checking Automation: Speed, Accuracy, and Growth for Insurance Professionals

For insurance carriers, brokers, and agencies, reviewing policies is a necessary task. Going through binders and documents—often 30 to 250 pages long—is a slow, manual process. This task can take an estimated two hours for a single policy, draining staff time and increasing the risk of costly errors and omissions (E&O).
Our Policy Checking Automation solution fixes this. It uses smart technology to review policies fast. It helps your team focus on clients and sales, not paperwork. It ensures every policy is perfect and checked in minutes.

Core Features

This system uses AI-powered technology to read, understand, and validate policy documents, automating the most time-consuming parts of the review process.

Intelligent Data Extraction

The system reads unstructured policy data. It pulls key data points from any policy binder or document in minutes, regardless of format.

Verification Against Records

Extracted data is checked against your Agency Management System (AMS) records. This step ensures that all details are accurate and matching.

Customizable Checklist

Create a detailed checklist for any policy type. The system uses this list to confirm all required items are present and correct.

Clear Error Flagging

Errors and omissions are marked with color-coded labels. You receive a simple, easy-to-read E&O summary report.

User Reconciliation

Users keep control. You can easily view, check, and manually update any missing information from the auto-extracted data.

Visual Workflow and Audit Trail

View the entire checking process on one screen. A full audit trail tracks every action for complete compliance.

Benefits by Role

Insurance Agencies

The Policy Checking Solution allows your agency to move from administrative work to client-facing service.

  • Close Deals Faster

    Quicker policy turnaround means a better experience for your clients and faster commission payments.

  • Boost Staff Productivity

    Free up your producers and account managers from manual review, allowing them to focus on sales and building client relationships.

  • Mitigate Liability

    The Policy Checking Solution dramatically reduces errors and omissions (E&O) claims that result from rushed or manual policy reviews.

Insurance Brokers

The Policy Checking Solution helps brokers handle high policy volumes with guaranteed accuracy across multiple carriers and systems.

  • Ensure Contract Certainty

    Guarantee that the final policy accurately matches the quote, binder, and client expectations every time.

  • Handle High Volume

    Quickly process large batches of policies and renewals without needing to hire additional administrative staff.

  • Strengthen Carrier Relationships

    Deliver clean, accurate data back to carriers, building trust and streamlining communication.

Insurance Carriers

The Policy Checking Automation standardizes policy review and speeds up critical front-end operations.

  • Accelerate Underwriting

    Integrate the Policy Checking Solution into your workflow to rapidly verify data, reducing the overall underwriting cycle time.

  • Standardize Processes

    Digitally standardize your internal policy checking processes for consistent, auditable, and repeatable results across all departments.

  • Improve Data Hygiene

    Ensure the data captured from policies is clean and accurate before it is fed into your core systems, improving data integrity.

Advantages

Key Benefits

Switching from hours to minutes means high returns for your business and less risk.

Reduce policy checking time from up to 2 hours down to less than 3 minutes per policy.

Achieve significant cost savings. The system can provide an estimated 152% annual ROI.

Automated, AI-driven checks ensure near-perfect accuracy. This greatly reduces your E&O exposure and minimizes costly mistakes.

Staff spend up to 40% less time on manual checks. They can focus on serving clients and growing the business. Increase underwriting capacity by an estimated 50%.

Faster, error-free policy delivery leads to happier clients, stronger contracts, and quicker policy closure.