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Discovery to Document with
POLICYCHECKCapture needs, match the right policies, & draft documents — all in one flow.
NEEDS CAPTURE
Digital Needs Assessment
Capture the right data, at the right level, without manually typing everything multiple times.
POLICY MATCHING
AI Matched Policies
An automated, in-depth analysis of thousands of policies and variations to identify the best options.
DOCUMENT DRAFTING
Statements, Proposals, Comms.
Instantly draft Statements of Advice, proposals, and client-ready documents that meet compliance standards.
COMPARE POLICIES
Compare policies, explain coverage in plain English, create client-ready documents, and collaborate with carriers—faster and with total confidence.
Word-for-Word Policy Diff
See exact wording changes between carriers at clause/line level.
Endorsement vs Base Comparison
Redline endorsements against the master wording to show what changed.
Policy Version Timeline
Track every change across drafts with time-stamped diffs.
Exclusion Heatmap
Visualize exclusions against the client’s risk profile and sector.
Coverage Spider Charts
Radar charts compare breadth/depth of coverage between two policies.
Limits & Deductibles Matrix
Side-by-side matrix for limits, deductibles and aggregates.
Sub-limit Finder
Automatically surfaces hidden sub-limits and inner limits.
Conditions & Warranties Detector
Flags restrictive warranties and onerous obligations.
What’s Not Covered
Plain-English summary of gaps, exclusions and grey areas.
AI Policy Explanations
Client-friendly explanations with clause citations for trust.
Inline Comments & Tasks
@mention colleagues; resolve threads per clause.
Secure Share Links
Watermark, expiry and read-receipts for client deliverables.
Dynamic Scenario Testing
Toggle limits, deductibles and endorsements to model price/coverage.
Clause Library & Precedents
Curated, searchable library with firm-preferred wording.
Risk Data Enrichment
Geo, catastrophe and cyber signals layered onto client data.
Visual Gap Map
Clear overlays showing uncovered vs partly covered areas.
Policy Rating Score
Weighted scorecard for clarity, breadth and claims behavior.
Streamline the client onboarding process
Easily capture and digitize client needs, ensuring a comprehensive understanding of their requirements right from the start.
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AI-Driven policy matching
Leverage the power of AI to match your clients with the best policies based on their unique needs.
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Effortless side-by-side comparisons
Compare policies with ease, highlighting key differences to help clients make informed decisions.
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Seamless & compliant communication
Enhance client interactions with streamlined communication tools that keep everything compliant and on record.
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Supported Policies
- Homeowners Insurance
- Renters Insurance
- Landlord Insurance
- Flood Insurance
- Auto Insurance
- Motorcycle Insurance
- Boat Insurance
- RV Insurance
- Term Life Insurance
- Universal Life Insurance
- Accidental Death Insurance
- Individual Health Insurance
- Family Health Insurance
- Dental Insurance
- Vision Insurance
- Short-term Disability
- Long-term Disability
- Critical Illness Insurance
- Income Protection
- Trip Cancellation
- Medical Evacuation
- Baggage Loss
- Travel Delay
- Accident and Illness Coverage
- Routine Care Coverage
- Hereditary Condition Coverage
- Emergency Care
- Personal Liability Coverage
- Property Damage Liability
- Legal Defense Costs
- Worldwide Coverage
- General Liability Insurance
- Commercial Property Insurance
- Business Interruption Insurance
- Product Liability Insurance
- Medical Expenses Coverage
- Lost Wages Coverage
- Disability Benefits
- Employer Liability
- General Liability
- Product Liability
- Public Liability
- Employers Liability
- Errors and Omissions
- Malpractice Insurance
- Directors and Officers
- Fiduciary Liability
- Data Breach Coverage
- Network Security Liability
- Cyber Extortion
- Business Interruption
- Crop Insurance
- Livestock Insurance
- Farm Equipment Insurance
- Farm Liability Insurance
- Cargo Insurance
- Hull Insurance
- Marine Liability Insurance
- Freight Insurance
- Aircraft Hull Insurance
- Passenger Liability
- Public Liability
- Ground Risk Hull Insurance
- Trade Credit Insurance
- Surety Bonds
- Fidelity Bonds
- Performance Bonds
- Building Property Coverage
- Personal Property Coverage
- Replacement Cost Coverage
- Cleanup and Debris Removal
- Proportional Reinsurance
- Non-proportional Reinsurance
- Catastrophe Bonds
- Retrocession
- Event Insurance
- Kidnap and Ransom Insurance
- Fine Arts Insurance
- Jewelry Insurance
Advanced Solutions for Insurance Advisors
Managing client needs, policies, and compliance can be complex for large advisor firms. Our team will guide you through PolicyCheck's specialised platform, optimised for efficient policy matching, client onboarding, and streamlined compliance tracking — helping you deliver the best coverage options with ease.