Question 1

What is PolicyCheck?

Accepted Answer

PolicyCheck is an adviser-first platform that helps insurance brokers capture client needs, compare policies accurately, and produce clear, defensible advice. It turns complex insurance documents into structured, auditable intelligence — without replacing adviser judgement.

Question 2

Who is PolicyCheck for?

Accepted Answer

Our primary customers are insurance brokers and advisory firms. We also work closely with insurers, MGAs, and technology partners who want clearer upstream advice and better downstream outcomes.

Question 3

How does PolicyCheck compare insurance policies?

Accepted Answer

PolicyCheck breaks policies down into structured components — such as limits, exclusions, conditions, endorsements, and obligations — and compares them directly against captured client needs. This allows advisers to see what's covered, what's not, and what's changed, with supporting evidence.

Question 4

What happens if PolicyCheck gets something wrong?

Accepted Answer

PolicyCheck does not provide recommendations or make final decisions. Every output is reviewed and approved by the adviser, with full visibility into the source policy language. This ensures advisers remain accountable and in control at all times.

Question 5

Do you use generative AI to make decisions?

Accepted Answer

No. PolicyCheck uses AI to prepare, analyse, and surface information, not to decide. Advisers always review, approve, and sign off before anything is shared with a client.

Question 6

How does PolicyCheck help brokers day to day?

Accepted Answer

PolicyCheck reduces manual work, speeds up comparisons, and ensures nothing is missed. Brokers spend less time searching documents and more time advising — with clearer records to support compliance and audits.

Question 7

Can I load my own policies and documents?

Accepted Answer

Yes. Brokers can upload their own policies, endorsements, schedules, and supporting documents. PolicyCheck works with the documents you already use.

Question 8

How does PolicyCheck handle complex or bespoke policies?

Accepted Answer

PolicyCheck is designed for complexity. It works particularly well with layered, endorsed, and highly conditional policies by breaking them into structured components that can be reviewed systematically.

Question 9

How does the client benefit?

Accepted Answer

Clients receive clearer explanations of what they are covered for — and what they are not. Comparisons are easier to understand, advice is more transparent, and surprises at claim time are reduced.

Question 10

Does the client interact directly with PolicyCheck?

Accepted Answer

Typically, PolicyCheck supports the adviser behind the scenes. Some firms choose to share outputs or summaries with clients, but the adviser remains the primary interface.

Question 11

How do insurers benefit from PolicyCheck?

Accepted Answer

Better advice quality upstream leads to fewer disputes, clearer placements, and stronger alignment between risk and cover. PolicyCheck helps improve signal quality before bind — not just efficiency after.

Question 12

Does PolicyCheck replace insurer systems or underwriting?

Accepted Answer

No. PolicyCheck complements existing insurer and broker systems. It focuses on advice quality, clarity, and evidence — not underwriting or pricing.

Question 13

How does PolicyCheck help with claims?

Accepted Answer

PolicyCheck helps advisers and clients understand coverage before a claim occurs. When a claim does happen, having clear records of needs, advice, and policy terms reduces confusion and disputes.

Question 14

Does PolicyCheck monitor changes over time?

Accepted Answer

Yes. Policies and client circumstances change. PolicyCheck helps advisers identify when updates, endorsements, or reviews may be required — supporting proactive advice rather than reactive fixes.

Question 15

How secure is PolicyCheck?

Accepted Answer

Security is built in by design. PolicyCheck uses tenant isolation, audit logs, access controls, and regional data governance aligned with AU/NZ/UK requirements.

Question 16

Where is data stored?

Accepted Answer

Data is stored in-region, aligned to customer and regulatory requirements. We do not use customer data to train public AI models.

Question 17

Is PolicyCheck compliant with regulation?

Accepted Answer

PolicyCheck is designed to support regulatory compliance by capturing evidence, reasoning, and approvals throughout the advice workflow. It does not remove adviser accountability — it strengthens it.

Question 18

What systems does PolicyCheck integrate with?

Accepted Answer

PolicyCheck is API-first and designed to integrate with broker systems, CRMs, document platforms, and partner tools. We prioritise integrations that reduce duplication and improve advice workflows.

Question 19

Do you work with technology or distribution partners?

Accepted Answer

Yes. We work with selected partners across broking, insurance, and technology to ensure PolicyCheck fits naturally into existing ecosystems.

Question 20

How do brokers get started with PolicyCheck?

Accepted Answer

Brokers typically start with onboarding and workflow mapping, followed by loading policies and running live comparisons. We support early users closely to ensure adoption and value.

Question 21

Is PolicyCheck suitable for small firms or large enterprises?

Accepted Answer

Both. PolicyCheck scales from individual advisers to multi-office firms, with configuration options to match different operating models.

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Frequently Asked Questions

Policy Comparison & Accuracy

Brokers & Advisers

Clients (Policyholders)

Insurers & Market Impact

Claims & Ongoing Advice

Security, Privacy & Compliance

Integrations & Partners

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