The Checker does the three-way comparison on every renewal. Your account managers get a short list of what actually changed, so their hours go back into the accounts and nothing gets a glance instead of a check.
He answers straight away. Prefer a person? Book 20 minutes with Vasu.
The Checker has one workflow: compare last year’s policy, the carrier’s quote and the issued policy, and report every difference between them.
The Checker is not a chatbot and not a coverage tool. It reads, compares, cites its sources and hands the findings to a licensed person. That’s the whole workflow.
Why these get missed in the first place:
Nobody re-reads the declarations line by line in March.
Present last year, absent this year, invisible until it matters.
The carrier changed it. Nobody compared forty form numbers.
The Checker AI agent compares all of these. Your agency sets the list, the thresholds, and what gets escalated versus noted.
They arrive by a dedicated email address, a watched folder, or upload. No new system for anyone to learn.
Pulls out the structured facts — insured, carrier, period, premium; limits, sublimits and deductibles per line; endorsements by form number; exclusions; schedules; audit and cancellation terms.
An exact field-by-field comparison for everything structured. Then a second pass for what structure can’t catch: endorsement language changes, new exclusions, altered definitions.
Every finding points to the source page in both documents. If it can’t cite it, it isn’t reported as a finding.
Each flag is confirmed or dismissed by a licensed person. Nothing reaches a client from the agent, and every action is logged with who took it.
It never gives coverage advice, never contacts a client, and never makes a judgment call.
Where it isn’t confident it returns UNSURE rather than guessing. Your licensed people review everything.
A shorter list has to explain itself.
Anything your agency told it to ignore is held aside and shown with a count — on screen and on any printed report. A quietly shorter list is exactly how a real discrepancy goes missing.
Your numbers, not ours. We won’t put a revenue figure on this page — the honest measure is time, and only you know yours.
That last figure is what you are spending on this work today — your own numbers, multiplied. That figure is not a saving we are promising you. How much comes back depends on what the Checker finds on your documents. The slider is a guess until we have run it on your book.
Nobody takes the slider on faith. Week one is a hand-timed baseline, and everything after is measured against it.
Someone sits with an account manager and times real renewals. That number is the baseline, and it’s yours whether or not you continue.
The confirmation rate matters most. A flag your account manager dismisses is noise, and too much noise means the rules need tuning — we’d rather know than not.
We put the before and after in front of you and you decide. If the numbers don’t justify continuing, we’ll say so first.
At setup it asks what this agency always looks for. Three things get captured, and they stay yours — they never go into anyone else’s rules.
The things you check on every renewal, whether or not anything flagged them.
What your agency treats as serious, which isn’t always what a generic rule would say.
The noise you already know about — held aside and counted, never silently dropped.
The only honest way to know what it catches on your book is to point it at your book. So that’s the offer, and it comes before any commitment.
Before a single document moves. We’d rather say that here than have you ask.
An agreed slice of last quarter — ideally ones you already know the answers to.
Including the ones it got wrong, and the ones it marked UNSURE. That part matters more than the hits.
No pressure and no pricing conversation until you’ve seen it work on your own documents.
A synthetic agency, built specifically to try to break it.
A 300-client book and twelve renewal cases with discrepancies planted on purpose, plus the answer key — so we know exactly what it caught and what it missed. Your own documents are the only test that settles it for your agency, which is why the retro-check comes first and costs nothing.
Reed is our renewal specialist AI agent. He knows the Checker inside out, he knows commercial lines, and he asks the questions we’d ask on a call — how you receive documents, who reviews them, what your agency treats as material.
If it isn’t a fit, he says so. And if the real problem turns out to be unsold coverage rather than renewal accuracy, he passes you to Gil rather than selling you this.
What he can do: answer questions about the Checker AI agent, work out whether your agency fits, arrange the free retro-check, and book time with Vasu.
What he can’t do: quote you a price, give coverage advice, or promise a result. Same rules as the product.
The expensive part is an exact field-by-field comparison, not a judgment call. Anything from the language pass must cite a page in both documents or it isn’t reported. Low confidence returns UNSURE rather than a guess.
No. Your data is isolated to your agency, encrypted in transit and at rest, never used for training, with a configurable retention policy that deletes automatically.
It replaces the part of the work that is holding forty form numbers in your head. They still make every decision and still own the file.
Nothing reaches a client from the agent. Every finding is confirmed or dismissed by a licensed human, and every action is logged with who took it and when.
Every install is scoped to your business, so the exact number comes out of a 20-minute call. The retro-check before it is free.
We’ll run it free on renewals you’ve already closed, so you can see what it finds on your own documents before anything changes. Talk to Reed, or take twenty minutes with Vasu.
Renewal accuracy and unsold coverage are two different problems in the same book. If the second one is the real pain, Reed will send you there himself.