Insurance Coverage Gap Analyzer
Turn a prospect’s insurance declarations into a coverage-gap analysis and a ready-to-present proposal in minutes.
Who it's for
Independent personal-lines insurance agents who spend an hour or more prepping each prospect meeting by hand.
What it does
Upload the prospect’s current declaration pages. It reads every coverage, limit, and deductible, finds where they are underinsured, ranks the gaps by dollar risk, and builds a Good/Better/Best recommendation with talking points and a branded PDF proposal you can walk into the meeting with. Works with any carrier’s format.
Features
- Reads declaration pages from any carrier
- Coverage-gap analysis ranked by risk
- Good/Better/Best recommendations
- Ready talking points
- Branded PDF proposal
- A free instant analysis with no signup
It does not just read the page. It tells you where the coverage falls short and hands you the proposal to fix it.
Common questions
Does it work with any carrier’s declaration page?
Yes. It reads the coverages, limits, and deductibles off the document rather than relying on one carrier’s layout, so it is carrier-agnostic.
How are the gaps ranked?
By dollar risk, so the biggest exposure is at the top of the conversation rather than buried in a list of every difference.
What do I walk into the meeting with?
A gap analysis, a Good/Better/Best recommendation, talking points, and a branded PDF proposal.
Where this fits
This is one capability in a wider system. Explore the industry and the rest of what we build.
How long does prepping one prospect meeting take right now?
Start with a conversation. 30 minutes, no pitch.
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