Upload 2 or 3 policy schedule PDFs and get a detailed side-by-side comparison — every difference scored by impact so you can advise clients with confidence.
We've identified 23 key differences between your policy schedules, including 5 high-impact changes that require immediate attention.
Brokers spend hours buried in PDFs — and still risk missing the differences that matter most to their clients.
Reading dense policy schedules line by line, cross-referencing sections and tracking changes in a spreadsheet drains time you don't have.
Key exclusions and coverage reductions are buried in small print. One missed clause could leave your client dangerously underinsured.
Translating policy jargon into plain, client-friendly advice is time-consuming — and relying on memory or notes increases the risk of errors.
Drop in 2 or 3 policy PDF schedules. PolicyAide accepts any standard insurer format — no templates, no reformatting required.
AI reads every section, compares coverage line by line, detects differences, and assigns an impact score — high, medium, or low — to each finding.
Get a full comparison report, download it as a Word document, email a summary to your client, or ask follow-up questions in the built-in chat.
Every coverage item, limit, exclusion and condition shown side by side across 2 or 3 policies simultaneously.
Every difference is rated high, medium, or low so you instantly see what matters most — before your client even asks.
A concise headline finding, key risks, and a recommendation — ready to use in your advice letter or share directly with the client.
Ask questions directly about the uploaded policies. Get precise answers with references to the exact clauses in your documents.
Download the full comparison as a professionally formatted Word document — ready to attach to your client file or advice letter.
Send a polished comparison summary directly to your client's inbox from within PolicyAide — no copying, no formatting required.
Compare renewal vs. new policy in seconds. Identify coverage gaps, explain differences clearly, and back every recommendation with evidence.
Streamline policy checking across your distribution network. Ensure consistency, catch discrepancies early, and reduce E&O exposure.
Quickly review how your product compares to competitors. Identify differentiators and coverage gaps to sharpen your market positioning.
Join insurance professionals already saving hours every week. Request your invite to PolicyAide today.
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