Question
Location 2 (18 Elm Street) is on the expiring schedule (p. 2) but not on the renewal (p. 2). Is the client still using it?
Clickable demo · made-up sample data
Watch it check a renewal
The agent does the checking. You answer one question and approve. Nothing you type or click leaves this page.
- Working
- Review
Step 1. The agent got your email
Can you check this renewal against last year?
- Expiring policy 2025–26.pdf (38 pages)
- Renewal 2026–27.pdf (41 pages)
Step 2. The agent is working
Step 3. Review
What changed
Water damage sublimit
$50,000changed to$25,000
Made-up excerpt
Expiring, p. 12Water Damage — Limit of Insurance: $50,000 per occurrence
Renewal, p. 14Water Damage — Limit of Insurance: $25,000 per occurrence
New exclusion: virus or bacteria
Not presentchanged toadded, form CP 01 40
Expiring policy: not present.
Made-up excerpt
Expiring, forms scheduleNo virus or bacteria exclusion form is listed.
Renewal, p. 31CP 01 40 — Exclusion of Loss Due to Virus or Bacteria
Property deductible
$1,000changed to$2,500
Made-up excerpt
Expiring, p. 3Property Deductible (each occurrence): $1,000
Renewal, p. 3Property Deductible (each occurrence): $2,500
Location 2 missing from the renewal
Listedchanged toNot listed
Made-up excerpt
Expiring, p. 2Location 2: 18 Elm Street — Building Limit: $150,000
Renewal, p. 2Schedule of Locations: Location 1 only. No Location 2 is listed.
44 items unchanged
- Building limit, Location 1: $600,000
- General liability each occurrence: $1,000,000
- General liability general aggregate: $2,000,000
- Business income: 12 months actual loss sustained
- Equipment breakdown: included
- Employee dishonesty limit: $25,000
- Business personal property, Location 1: $180,000
- Hired and non-owned auto liability: $1,000,000
- …and 36 more
Your edits are kept; add the Elm Street line yourself if you want it.
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What your own AI tools would get
The same check can be run by another system and returns this structured result. A person still approves before anything reaches a client.