For commercial insurance brokers
AI does the typing.
You make the calls.
Upload messy carrier quotes and get a clean, side-by-side comparison with source citations you can check — reviewed and approved by you, then exported as a branded PDF in minutes.
- No credit card for the trial
- Your documents are never used to train models
- You review and approve before anything ships
Don't take our word for it. Inspect the output.
Every cited figure links to its page & location in the original document
§ 01—The status quo
| Coverage | Old policy | Quote A | Quote B | Quote C |
|---|---|---|---|---|
| GL each occ. | 1,000,000 | 1M | $1MM | 1000000 |
| Aggregate | 2,000,000 | 2M | — | 2,000,000 |
| Deductible | 2500 | $5,000 | 1,000 | ?? |
| Premium | 42,100 | 44300 | $39,950 | TBD |
This is how comparisons get built today.
- 01Every carrier formats quotes differently — so you re-key limits, deductibles, and premiums by hand.
- 02One transcription slip is an E&O claim that follows you for years.
- 03Your client gets something that looks like a spreadsheet — hard to read, easy to second-guess.
§ 02—How it works
Three steps, start to client-ready.
01
Upload
Drop in 2+ quotes from any carrier — even when one carrier sends GL, Property, and endorsements as separate PDFs.
Any format · any carrier
02
Extract & normalize
AI reads every page and pulls coverages, limits, deductibles, premiums, forms, exclusions, and building schedules — normalizing dates, amounts, and entities so columns line up.
Every figure source-cited
03
Review & deliver
Check cited figures against their source in one click, confirm anything flagged, mark your recommended option, add your notes, and export a branded PDF.
You approve · you ship
§ 03—Defensible by design
Show your work.
When a client — or an auditor — asks where a number came from, you can pull up the source in a click. Cited values link to their page and exact location in the original document, so the figures that matter are easy to verify.
Extracted value
$1,000,000①
General Liability · Each occurrence
98% confidence① Source · page 7
Click a cited figure in the app to jump straight to its source.
§ 04—Built for the real workflow
04.a
Handles messy, real-world quotes
Different carrier formats. One carrier, three PDFs. We merge them into a single column and de-duplicate identical documents — automatically.
04.b
Your brand, your proposal
Live PDF preview with your colors, fonts, and logo. Reusable templates. Your written recommendation. A proposal that closes — not a generic export.
04.c
A second set of eyes — yours alone
An internal review flags coverage reductions, new exclusions, and premium jumps before they become a problem. Evidence-backed, and never shown to your client.
Coverage reduced
GL aggregate $4M → $2M
New exclusion
Abuse & molestation added
Premium jump
+18% vs expiring
For your eyes only
Comparisons that took an afternoon now take minutes — with source citations you can verify.
Measured time-saved & accuracy figures coming with launch partners
§ 05—Compare any line
Built for the whole commercial program.
Per-location building schedules, forms, endorsements, and exclusions — all in one comparison.
- General Liability✦
- Property✦
- Workers' Comp✦
- Professional Liability✦
- Cyber✦
- Umbrella✦
- Auto✦
- BOP✦
- Liquor Liability✦
- Inland Marine✦
- General Liability✦
- Property✦
- Workers' Comp✦
- Professional Liability✦
- Cyber✦
- Umbrella✦
- Auto✦
- BOP✦
- Liquor Liability✦
- Inland Marine✦
+ more lines added with launch partners
§ 06—Security & data
Your clients' data, handled with care.
You're trusting us with sensitive client information. Here's how we protect it. Read the details →
Encrypted in transit & at rest
TLS + encryption
Never used to train models
your documents stay yours
Retention & deletion controls
you decide
SOC 2
status on request
Simple pricing. See plans, or talk to sales for a fit to your book.
View pricing →§ 07—FAQ
Questions brokers ask.
Don't see yours? Ask us directly.
Accuracy & liability
How accurate is the AI extraction?
Two independent AI models read every document and we score their agreement — fields where both agree are marked high-confidence, and disagreements are surfaced for review. We continuously benchmark accuracy against human-reviewed data.
Can I review and edit before my client sees anything?
Yes. Nothing is sent automatically. You review the fields, edit inline, add missing rows, and approve before generating the PDF. You're always the human in the loop.
Can I trace figures back to the source document?
For most extracted values, yes — the citation links to the page and exact location in the original document, so you can verify them in a click. Coverage isn't 100%: when we can't confidently match a value to its source, we flag it for you to confirm rather than guess. You stay in control of what you rely on.
Who's liable if there's an error?
You produce and review a draft you control — the tool accelerates and documents your work, and provenance makes verification fast.
Carriers & coverage
Which carriers and quote formats do you support?
We're carrier-agnostic — we read the PDF itself rather than relying on a fixed list of integrations, so we handle formats we've never seen before.
What lines of business are supported?
GL, Property, Workers' Comp, Professional Liability, Cyber, Umbrella, Auto, BOP, and dozens more — plus per-location building schedules, forms, endorsements, and exclusions.
What if a carrier sends coverage across several PDFs?
We merge them into a single carrier column automatically and de-duplicate identical documents.
Security & data privacy
Is my client data encrypted?
Yes — in transit and at rest.
Do you use my documents to train models?
No. Your documents are never used to train models.
Are you SOC 2 compliant?
Reach out for our current security and compliance status.
How long is my data retained, and can I delete it?
You control retention and can delete your data.
Pricing, onboarding & integrations
How much does it cost?
See our pricing page, or talk to sales for a plan that fits your book.
Is there a free trial or a demo?
Both — book a guided demo or try it on one quote set.
How long does onboarding take?
Upload and go. There's no carrier setup to configure before you build your first comparison.
In closing
Build your next comparison in minutes.
See it on your own quotes — bring a real renewal and we'll run it live.