Designed by insurance experts and powered by models trained on industry-specific data, Policy Check Agentic Assist modernizes policy checking by automating the comparison of issued policies against submissions, quotes, binders, and endorsements. The application helps brokers identify discrepancies earlier, improve accuracy, and reduce manual review effort while maintaining full auditability.
Policy Check Agentic Assist orchestrates the policy checking process by bringing together policy documents, underwriting information, carrier communications and client requirements into a single guided workspace. Rather than relying on manual document comparison, processors receive AI-assisted recommendations that highlight variances, missing information, and potential coverage concerns with complete transparency into every recommendation.
Our digital agents extract, classify, compare and validate policy information while generating structured summaries and prioritized exception lists. The result is faster, more consistent policy reviews that improve quality, reduce errors, and allow insurance professionals to focus on high-value decision making without disrupting existing policy administration systems.
Key Features:
- Automated policy checking case creation
- Agentic AI powered extraction of policy, quote, binder and endorsement data
- Intelligent comparison between bound coverage and issued policy documents
- Coverage, limit, deductible, form, and endorsement variance detection
- Missing information and discrepancy identification with explainable AI recommendations
- Centralized Policy Check Workspace with guided review
- Exception prioritization and risk scoring
- Automated policy checking summaries and audit ready documentation
- End-to-end action summarization and workflow tracking
Agentic Lineup:
- Radar: Detects incoming policies and extracts key data
- Decoder: Interprets policy terms, limits, coverages
- Verifier: Compares issued policy to carrier submission
- Spotter: Identifies discrepancies to correct
- Advisor: Presents recommended next action
- Closer: Completes QA, updates AMS, delivers policies
New Release
Commercial Life Servicing (sn_ins_policy_b2b) - Version: 2.3.1
Now Assist for Financial Services Operations (FSO) (sn_fso_now_assist) - Version: 1.1.1
Now Assist AI Agents (sn_aia) - Version: 5.1.18