The Single Policy Analysis offers a full quantitive analysis of a single policy or quote similar to what you would see in a comparison. You can download and open your output in Microsoft Excel.
To generate a Single Policy Analysis:
From the Dashboard, click the Single Policy Analysis option under Start a Task.
Upload or select the policy document you'd like to analyze and click Continue.
Enter a name for your output and click Continue.
If this is a new document upload, select the coverage lines in your policy and click Analyze.
Your summary is now generating. You will receive a notification when it's ready and the status will update to Generated.
To view your completed output:
Navigate to the Tasks section located on the bottom of the Dashboard and select the Analysis you want to view.
The Analysis result will appear on the right side of the screen. Here you can toggle through the excel sheets to review the data from your policy.
On the left side of the page, you can use our AI Assistant to pose questions, generate client-ready emails and documents, and make edits to your analysis before exporting your Excel file.
When you're ready, you can export it by clicking the Download button in the top right corner of the page. Once downloaded, you can now share the analysis with your clients.