Policy checking · Independent P&C agencies
The issued policy matches what you sold. Every time.
Every flag in the report cites a page number — the page of the quote, and the page of the issued policy. You are not asked to believe any of it. You open both documents to the pages named and check the whole report yourself, in about five minutes.
$500–750 a month. First 10 policies free.
What you get back
A discrepancy report, and the pages that prove it.
Discrepancy report
What the quote said, what the policy says, and the page each figure was read from. A finding you cannot trace back to a page is a finding you would have to take on faith — and no principal signs off on coverage that way.
How it runs
Three steps, and you approve the last one.
Email the quote and the issued policy.
Whatever records what the client agreed to — quote, binder or application — alongside what the carrier issued. PDFs as they came out of the portal. No login, no integration, no access to your management system.
Get the discrepancy report back in 48 hours.
Coverage, limits, endorsements and premium, compared line by line. Every place the two documents disagree, with the page each figure came from printed next to it.
Nothing is acted on until you approve it.
The report arrives with you and stops there. Nothing is sent to your carrier, your client or your management system on your behalf. What each flag is worth is your call.
Price
$500 to $750 a month.
Where you land in that range depends on how many policies you send. The number is agreed before the first invoice and it does not move without you agreeing to it.
The first 10 policies are checked free. Ten policies, not ten days, so it cannot quietly turn into a free trial that expires. Nothing is owed for them.
Policy checking is the first of eight components. See the rest.
Start with ten policies.
Send the quotes and the issued policies. The report comes back in 48 hours, and the first ten cost nothing.