Product

From messy carrier PDFs to a proposal you can defend.

Upload the quotes. The comparison builds itself — every coverage line, premium, form, and exclusion pulled out, normalized, and traced back to its source. You review, recommend, and deliver.

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§ 02—How it works

Three steps, start to client-ready.

  1. 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

  2. 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

  3. 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

Comprehensive by default

Everything in the quote — not just the headline numbers.

  • Coverage lines & limits

    Each line of business with its limits, sublimits, and deductibles.

  • Premium breakdown

    Itemized line-by-line costs, taxes, and fees — with the math shown.

  • Forms & endorsements

    Specific form numbers and names applied to each policy.

  • Key exclusions

    What's explicitly carved out — surfaced, not buried in the back.

  • Building schedules

    Per-location values, occupancy, and deductibles, matched across carriers.

  • Multi-document merge

    Separate GL, Property, and endorsement PDFs combined into one column.

§ 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.

See it on your quotes

Extracted value

$1,000,000①

General Liability · Each occurrence

98% confidence

① Source · page 7

Each Occurrence Limit … $1,000,000

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.

GL.pdf
Property.pdf
Endt.pdf
Carrier Aone merged column

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.

Your Agency

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

§ 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

In closing

Build your next comparison in minutes.

See it on your own quotes — bring a real renewal and we'll run it live.

Book a demoor try it on one quote set →