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Capture needs. Compare cover. Prove advice.
PolicyCheck turns policies and client needs into clear, auditable decisions — without losing adviser control. No recommendations. No black boxes. Every output is explainable.
Built for advisers. Designed for compliance.
Guided prompts ensure nothing is missed — and everything is recorded.
See exactly what changes between policies, endorsements, and options.
Generate SOAs, summaries, and client documents — ready to review and sign off.
Drop in transcripts, emails, policies, and claims — PolicyCheck connects the dots.
Turn conversations into draft advice you control.
Compare policies side by side — gains, gaps, and trade-offs.
Policies stay current as wordings and endorsements change.
Record client needs once — correctly
Match needs to real policy terms
Show what changes, and why it matters
Deliver clear, compliant advice
Implement and activate policies
Process and manage claims efficiently
Policies reviewed
Underwriters reviewed
Data point comparisons
PolicyCheck empowers advisers with the tools they need while ensuring every action is compliant and defensible.
Every decision is documented, every comparison is traceable, and every document is audit-ready.
You maintain full control over every recommendation. PolicyCheck provides clarity, not decisions.
Complete transparency with immutable records of every action, comparison, and decision made.
Build trust with clear, explainable advice that clients can understand and regulators can verify.
If it's written in a policy, PolicyCheck can read it.
Join thousands of insurance advisers who trust PolicyCheck
Latest insights into the insurance market for advisers. We publish weekly with the latest industry trends, compliance updates, and broker best practices.
Industrial Special Risks (ISR) insurance policies are essential for businesses with significant assets and complex operations. These policies provide comprehensive coverage against a range of risks that can impact industrial and commercial properties.
Indemnity insurance is a critical component of risk management for professionals and businesses alike. It provides protection against claims of negligence or mistakes that result in financial loss to a client or third party.
Home insurance serves as a vital safeguard for homeowners, offering coverage against numerous potential threats. From structural protection to liability, understanding your policy is crucial to ensuring adequate coverage.
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