The Form Library centralizes policy forms so users can analyze coverage, compare forms from different carriers side-by-side, and allow you to compare quotes more effectively.
The Form Library is shared across all Agency users and grows as it automatically extracts forms from each new completed Task.
To view and add additional forms to the Form Library:
Navigate to the Form Library on the left sidebar of the Coverflow Dashboard.
Select Upload Documents and drag and drop the policies you want to analyze. Our system will automatically extract the forms from the policy or quote files.
Enter the form name, description, and labels to organize your uploads.
You can now use the AI Assistant to gain insights about your Forms or the Comparison tool to identify the policy with the better coverage.
The description of each form, along with its carrier, form number, name, and edition date are saved so that if you ever get quotes about the same forms, you can automatically know which ones are better or worse. Your teams will also be able to ask our AI assistant questions about all the forms that are in your library.