Reduce E&O risk by 90%

AI agent for Policy Checkers

Catch coverage gaps before they become claims

Delegate policy quality control to a specialized AI agent. It compares the final issued policy against the original quote and binder documents, identifying any coverage that was dropped, limits that changed, or endorsements that failed to transfer, protecting your brokerage from E&O exposure.

Ideal for

Insurance Brokers

Policy Checkers

Account Managers

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See AI agent for Policy Checkers in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Gradient rectangle
    Centerline logo
    Abstract graphic with black and white elements
    Abstract pattern with overlapping shapes.
    Alaris logo
    Progress bar with text at bottom percentage
    SITO logo
    Diagonal stripes on a rectangular background
    SVG logo for Reddit
    Grey and black abstract symbol
    Foobar logo
    ABL logo
    SVG logo for Google
    Bar chart with two bars of different heights
    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Light gray waveform pattern on white background
    SVG logo with black letters
    Abstract pattern with blue and green colors

See AI agent for Policy Checkers in action

Play video

Policy QC - Acme Manufacturing Renewal

  • Mercedes-Benz logo
    SMC  logo
    Gradient rectangle
    Centerline logo
    Abstract graphic with black and white elements
    Abstract pattern with overlapping shapes.
    Alaris logo
    Progress bar with text at bottom percentage
    SITO logo
    Diagonal stripes on a rectangular background
    SVG logo for Reddit
    Grey and black abstract symbol
    Foobar logo
    ABL logo
    SVG logo for Google
    Bar chart with two bars of different heights
    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Light gray waveform pattern on white background
    SVG logo with black letters
    Abstract pattern with blue and green colors

See AI agent for Policy Checkers in action

Play video

Time comparison

Traditional way

30-60 minutes per policy

With V7 Go agents

2-3 minutes

Average time saved

95%

Why V7 Go

Three-Way Document Comparison

Automatically compares the final policy against both the original quote and binder to identify any coverage, limits, or endorsements that failed to transfer correctly during issuance.

Three-Way Document Comparison

Automatically compares the final policy against both the original quote and binder to identify any coverage, limits, or endorsements that failed to transfer correctly during issuance.

Coverage Gap Detection

Flags any coverage that was quoted or bound but missing from the final policy, including dropped endorsements, reduced limits, or excluded perils that could expose the client to uninsured losses.

Coverage Gap Detection

Flags any coverage that was quoted or bound but missing from the final policy, including dropped endorsements, reduced limits, or excluded perils that could expose the client to uninsured losses.

Premium Variance Analysis

Identifies discrepancies between quoted premium and final policy premium, highlighting any unexplained increases or decreases that may indicate coverage changes or rating errors.

Premium Variance Analysis

Identifies discrepancies between quoted premium and final policy premium, highlighting any unexplained increases or decreases that may indicate coverage changes or rating errors.

Endorsement Verification

Confirms that all endorsements listed in the quote or binder appear on the final policy with correct effective dates, ensuring no special coverage provisions were inadvertently dropped.

Endorsement Verification

Confirms that all endorsements listed in the quote or binder appear on the final policy with correct effective dates, ensuring no special coverage provisions were inadvertently dropped.

Limit and Deductible Reconciliation

Validates that coverage limits and deductibles match across all three documents, catching any changes that could leave the client underinsured or facing unexpected out-of-pocket costs.

Limit and Deductible Reconciliation

Validates that coverage limits and deductibles match across all three documents, catching any changes that could leave the client underinsured or facing unexpected out-of-pocket costs.

Audit Trail Documentation

Creates a complete, cited record of the comparison process with visual links to source documents, providing defensible documentation for E&O defense if coverage disputes arise.

Audit Trail Documentation

Creates a complete, cited record of the comparison process with visual links to source documents, providing defensible documentation for E&O defense if coverage disputes arise.

Compares all policy documents

To identify coverage discrepancies before binding.

Customer voices

Customer voices

Connect AI to your quality control process.

Protect your brokerage from preventable E&O claims.

Protect your brokerage from preventable E&O claims.

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Insurance policies come in countless formats across carriers. This agent handles everything from standard ISO forms to manuscript policies, processing multi-part commercial packages and specialty coverage documents regardless of carrier-specific formatting.

Input types

50+ languages

Multi-carrier formats

200 pages

Multi-modal

Document types

PDFs

Scanned Policies

Complex Tables

Endorsements

Coverage Schedules

Vendor_US.xlsx

12

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Insurance policies come in countless formats across carriers. This agent handles everything from standard ISO forms to manuscript policies, processing multi-part commercial packages and specialty coverage documents regardless of carrier-specific formatting.

Input types

50+ languages

Multi-carrier formats

200 pages

Multi-modal

Document types

PDFs

Scanned Policies

Complex Tables

Endorsements

Coverage Schedules

Vendor_US.xlsx

12

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Policy checking demands precision. The agent uses multi-step workflows to ensure coverage terms, limits, and endorsements are compared with exceptional accuracy, catching discrepancies that manual review often misses during high-volume processing.

Model providers

OpenAI, Anthropic, Gemini logos

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Policy checking demands precision. The agent uses multi-step workflows to ensure coverage terms, limits, and endorsements are compared with exceptional accuracy, catching discrepancies that manual review often misses during high-volume processing.

Model providers

OpenAI, Anthropic, Gemini logos

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Build confidence in your quality control process. Every identified discrepancy is visually linked to its exact location in the quote, binder, and policy documents, creating a defensible audit trail for E&O protection.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Build confidence in your quality control process. Every identified discrepancy is visually linked to its exact location in the quote, binder, and policy documents, creating a defensible audit trail for E&O protection.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Policy documents contain sensitive client and coverage information. V7 Go processes these documents within your secure environment, ensuring confidentiality and compliance with insurance industry data protection standards.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Policy documents contain sensitive client and coverage information. V7 Go processes these documents within your secure environment, ensuring confidentiality and compliance with insurance industry data protection standards.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

What you need to know about our

AI agent for Policy Checkers

How does the agent handle different policy formats from multiple carriers?

The agent uses advanced document understanding to extract coverage terms regardless of carrier-specific formatting or policy structure. It identifies coverage sections, endorsements, and limits even when carriers use different terminology or layouts.

+

What types of discrepancies can it detect?

The agent identifies dropped coverage, changed limits, missing endorsements, altered deductibles, premium variances, effective date mismatches, and any other differences between the quote, binder, and final policy that could create coverage gaps.

+

Can it handle complex commercial policies with multiple coverage parts?

Yes. The agent processes multi-part commercial policies including general liability, property, auto, umbrella, and workers compensation, comparing each coverage section independently while maintaining awareness of the complete policy structure.

+

How quickly can it check a policy?

The agent completes a comprehensive three-way comparison in minutes, regardless of policy complexity. What would take a policy checker 30-60 minutes of manual review happens automatically, allowing your team to process more policies with higher accuracy.

+

Does it integrate with our agency management system?

V7 Go connects to major agency management systems to automatically retrieve quote and binder documents for comparison. The variance report can be saved back to the client file or flagged for review within your existing workflow.

+

What happens when the agent finds a discrepancy?

The agent generates a detailed variance report highlighting each discrepancy with visual citations to the exact location in each document. This allows your team to quickly verify the issue and contact the carrier for correction before the policy is delivered to the client.

+

Next steps

Still checking policies line by line?

Send us a sample quote, binder, and policy set. We'll show you exactly what discrepancies our agent catches that manual review might miss.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

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    SITO logo
    Abstract pattern with blue and green colors
    SVG logo for Google
    Progress bar with text at bottom percentage
    Bar chart with two bars of different heights
    Gradient rectangle
    Diagonal stripes on a rectangular background
    Abstract pattern with overlapping shapes.
    SVG logo for Reddit

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Logo with abstract shapes and text.
    SITO logo
    Abstract pattern with blue and green colors
    SVG logo for Google
    Progress bar with text at bottom percentage
    Bar chart with two bars of different heights
    Gradient rectangle
    Diagonal stripes on a rectangular background
    Abstract pattern with overlapping shapes.
    SVG logo for Reddit