PolicyCheck

AI for Insurance Advisers

Cut admin. Reduce risk. Prove advice. PolicyCheck gives advisers live policies, accurate comparisons, and compliance-ready trails.

Features & Benefits

Features & Benefits

  • Client Confidence Tools

    Give clients clarity: what they are covered for, what they are not, and when better options appear — driving retention and trust.

  • Compliance You Can Trust

    Automatically capture the advice trail, client needs, changes in situation, and product selection.

  • Policy Insights

    Your advice stays accurate. PolicyCheck keeps every policy updated, and instantly searchable — no more digging through PDFs.

Use Cases & Examples

Use Cases & Examples

  •     Faster, Traceable Renewal Workflows

    Your renewals run themselves: updated policy terms, changes in coverage, emerging risks, and new products flagged automatically.

  •     Instant Understanding of Policy Changes

    When a client's situation changes, PolicyCheck highlights what must be updated — and where the advice could fail without adjustment.

  •     Business Insurance Advice – Without the Guesswork

    Automatically identify risks, gaps, and better-fit policies for SMEs and commercial clients — backed by transparent AI reasoning.

Security & Compliance

Bank-grade encryption. Strict tenant isolation. Full audit trails. Every piece of client information is stored and accessed with adviser-grade compliance in mind.

Frequently Asked Questions (FAQs)
  • How does the platform help with compliance?
  • Do I still control the advice?
  • How does PolicyCheck identify coverage gaps?
  • Work smarter with your own digital assistants