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🛡️ Review Module

Analyze Policies in Seconds. Not Hours.

Upload policies to extract coverage, identify gaps, and generate professional risk reports instantly.

The Problem

Stop Reading Policies Line by Line

Extracting limits, sublimits, deductibles. Cross-referencing coverage. By the time you finish, the client expects your recommendation.

How It Works

Policy Upload to Analysis in 90 Seconds

1

Upload Policy Documents

Drag and drop policies, binders, or summaries.

2

Automated Extraction

Limits, deductibles, terms, exclusions, endorsements.

3

Gap Analysis

Compare against operational risks and benchmarks.

4

Professional Reports

Client-ready summaries and comparison tables.

Broker Agentx
The Forensic Auditor · Online
Their renewal quote just landed. What changed?
Ask your agent anything...
Sample Output

From Policy Stack to Structured Intelligence

Upload multiple policies and documents. Get structured analysis across your entire book in seconds.

Commercial Package
52 pages · PDF
CGL
Umbrella Policy
38 pages · PDF
UMB
Commercial Auto
37 pages · PDF
CA
3 policies · 127 pages · 6-8 hrs manual
COVERAGE ANALYSIS
General Liability
Occurrence$2,000,000
Aggregate$4,000,000
Products/Comp Ops$2,000,000
Deductible$5,000
⚠ Gaps Detected (3)
Cyber LiabilityMissing
EPLIMissing
Umbrella SublimitBelow benchmark
What You Get

Complete Policy Intelligence

Coverage Summaries

Structured tables by line of business — limits, deductibles, sublimits, and endorsements extracted and organized.

Gap Analysis

Missing coverages and dangerous exclusions flagged with severity ratings and recommended actions.

Policy Comparisons

Side-by-side program comparisons across carriers, highlighting differences in terms, pricing, and conditions.

Renewal Analysis

Expiring vs. renewal term-by-term comparison — catch every material change before your client signs.

Contract Reviews

Extract insurance requirements from leases, vendor agreements, and client contracts — instantly.

Policy Q&A

Ask any question about an uploaded policy and get a sourced, document-grounded answer in seconds.

See Policy Analysis in Action

Watch how Broker Agentx handles a real policy analysis workflow — start to finish.