Whether you’re creating proposals, comparing carrier quotes, managing renewals, or organizing claims data, this article maps key features to practical workflows so you can get up to speed quickly and work more efficiently.
Sales Support
Professional Proposals
Present a polished, client-ready, custom branded proposal using the Create Proposal feature.
Present coverage options side-by-side to clearly demonstrate the key coverage differences between carrier quotes.
Highlight Your Competitive Advantage
When you are coming up against a competing quote and looking to explain the benefits of your quote, use either the Compare Policies feature to highlight the differences — or further dive into the Coverage Gap Analysis report to review your proposal in a granular manner.
Sell the advantage of your policy quote compared with the competition's using the Coverage Gap Analysis feature.
Use the deficiencies identified in these reports to negotiate softer exclusions, boost coverage, or articulate an argument to your underwriter.
New Business
Multi-Carrier Quote Comparison
Use Compare Policies to compare quotes across carriers side by side to evaluate coverage and pricing differences when writing new business.
When you have generated a quote comparison, utilize the AI chat tool to break out a specific language comparison by insuring agreement. For example, if you want to compare business interruption insuring agreements more granularly — state the language you would like to compare (or upload additional language) and the comparison tool will add this to your Excel report.
Renewal & Remarketing
Renewal Quote Comparison
Utilize the Compare Policies feature to enter last year's expiring policy and this year's renewal quote so you can review any year over year changes. Results will show a comparison between the two documents for coverage existing, lacking, improving, or degrading.
At renewal, compare quotes across multiple carriers to evaluate whether your incumbent terms remain competitive or if remarketing is warranted.
Use the AI Assistant feature at renewal to break out specific language comparisons by insuring agreement — ideal for identifying coverage shifts between policy terms and presenting those changes clearly to your client.
Submissions
Submission Structuring and Preparation
Utilize the Generate SOV feature to extract and categorize data from your submission, policy, or presentation and create a statement of values proposal in a clear Excel format.
User tip: Use the chat function to modify your spreadsheet to your liking. If you tell the chat what to do to your spreadsheet, it will execute your command, modify it, and preview it.
Servicing & Contract Requirements
Align Contract Requirements
Utilize the Contract Review feature to review service agreements, COIs, and other contract-related documents. This will outline the contractual requirements and match them to your terms received to confirm coverage is in place, or highlight where it is lacking.
Auditing & Review
Data Extraction
When you have a policy you want to thoroughly drill down on and identify key information, use the Single Policy Analysis feature.
User tip: Chat with the AI Assistant to add more data to your results. These results are immediately structured and presentable to combine with your proposal as well.
Claims Management
Organize Claims Data
Organize years of claims data into an Excel report to help identify trends and negotiate favorable pricing with the underwriters with the Summarize Loss Runs feature.
Administrative Support & Coordination
Report Building, One-Offs, and More
If an existing Dashboard Task doesn’t meet one of your needs, you can use the standalone AI Assistant to
Sales Content Generation
Use the AI Assistant to create policy summaries, emails, and downloadable sales materials in client-friendly language
Automatic AMS Updates
Keep your AMS updated with the latest customer data with an API integration. Send customer docs to Coverflow and receive reports and proposals directly to your AMS.