Chat about the policy. One click exports a branded report your client opens, every coverage change, every flagged risk, every premium movement, cited to the source carrier PDF. Send it instead of hopping on the phone, and the renewal closes faster.
Upload the policies. Chat about coverage. Export a branded PDF your client opens and signs. Every line cites the exact page in the carrier doc.
Drop in the in-force policy and the carrier renewal quote. PDFs, scans, even photos of pages.
Ask anything. The AI reads both docs cover to cover and answers with a page citation. Drill into anything that looks off.
One click. The client gets a PDF with your logo, your sign-off, and every finding flagged and cited.
Renewal Comparison · Cyber Liability
Favorable renewal from the same carrier, CFC Underwriting, with the total premium remaining flat at $4,850.00.
The renewal quote includes significant coverage enhancements at no additional cost, added via a new Cyber and Privacy Special Amendatory Clause. These improvements include:
| Coverage | Current (25-26) | New (26-27) | Difference Δ |
|---|---|---|---|
| Costs | |||
| Total Premium | $4,850.00 | $4,850.00 | No change |
| TRIA Coverage | Not Purchased | Optional for +$10 | Option added |
| Coverage Adds | |||
| Management Liability | Not explicit | $1,000,000 | Coverage added |
| Post Breach Remediation | Not explicit | $50,000 | Coverage added |
| Theft of Personal Financial Assets | Not explicit | $250,000 | Coverage added |
| Conditions to Bind | |||
| Surplus lines broker details | N/A (in-force) | Required | Standard |
A branded report says you read the policy cold. Less back-and-forth on the renewal, fewer surprise questions on the call, faster sign-off.
Your colors, your sign-off, your cover page. The client sees your brand on every page, not ours. White-label by default; no “Powered by” line anywhere.
Sublimits, endorsements, conditions to bind, retroactive dates, ERP options, deductibles, choice of law, exclusions. The AI walks every section of both policies, nothing slips through.
HIGH / MEDIUM / LOW tags on every finding. The client’s eye goes straight to what matters, dropped endorsements, premium swings, new conditions, without you having to explain.
Every limit, every clause, every flagged risk traces to a specific page in the carrier doc. Nothing invented. If the client asks “where did you see that?” you have the page reference ready.
Before you export, chat with the AI about anything, “why is this aggregate lower?”, “what does the surplus lines condition mean?”, “draft a client-facing summary”. Then export the answer into the report.
Brokers tell us they save 60-90 minutes per renewal. Less phone tag, fewer follow-up emails. The client opens the report on the train, signs it, and sends it back.
15-minute demo with a real renewal of yours.