PolicyLens
Three carrier quotes, side by side, with the differences that actually matter highlighted.
The problem
An independent insurance agency spent hours building comparison spreadsheets for commercial property renewals. Agents manually typed coverage details from each carrier's quote, then tried to highlight the differences.
The process was tedious, error-prone, and the output rarely looked polished enough to send directly to a client.
What we built
A comparison tool that takes structured quote data and presents it side-by-side—with AI highlighting the best value in each coverage row, flagging gaps, and drafting recommendation language for client proposals.
- •Side-by-side comparison across multiple carrier quotes
- •Gap analysis for missing or under-limit coverages
- •AI-drafted recommendation paragraph agents can edit and send
- •Branded, client-ready PDF proposals in one click
- •Quote intake from upload with AI-assisted structuring
A closer look
How it works
Agents upload carrier quotes or enter structured data once. AI normalizes terminology across carriers so equivalent coverages land in the same row for comparison.
Recommendations explain tradeoffs in plain language—not which carrier to pick blindly, but what each option optimizes for. The agent stays the advisor; the tool handles the spreadsheet work.
The outcome
Renewal comparisons take a fraction of the time they used to.
Clients receive clearer proposals without the agency reformatting in Word.
Agents spend more time on coverage advice and less on data entry.
Need something like this?
Tell us what's broken in your workflow. We'll tell you honestly if we can build it.
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