01
The whole picture
Quote and policy, together. Compare the fields that matter in a single review.
MADE FOR THE DETAILS THAT MATTER
Less checking.
More certainty.
Your second set of eyes on every policy. Bring the quote, the issued coverage, and the next step into one clear view.
Built for independent insurance agencies
APPROVED QUOTEPDF
Harbor & Pine
Commercial packageLiability aggregate$2,000,000
Source document 01
ISSUED POLICYPDF
Harbor & Pine
Commercial packageLiability aggregate$1,000,000 !
Source document 02
!
One small detail. A big difference.
Coverage limit mismatch detected
CriticalQuote → Issued policyp. 1
A clearer picture. A confident next step.
ILLUSTRATIVE EXAMPLE THE WORK BEHIND THE COVERAGE
You see a policy.
We see the details.
Your clients count on you to get it right. But between a quote and an issued policy, the details can change.
PolicyPilot brings those differences into focus, so your team can spend less time switching between documents and more time making the right call.
02
Evidence you can see
Every finding connects to source text. Understand the difference before you decide.
03
A clear way forward
Review, flag, and add context. Keep the next action connected to the policy.
MEET YOUR POLICY WORKSPACE
From fine print
to a clear picture.
One connected review.
From first comparison to final decision.
POLICY COMPARISON
The change you can’t afford to miss.
Compare the approved quote with the issued policy. See coverage limits, deductibles, dates, and endorsements together, with the differences brought to the surface.
Try the sample review Policy reviewSAMPLE•••
COMMERCIAL PACKAGE
Needs reviewHarbor & Pine Hospitality
General liability · Aggregate
APPROVED QUOTE$2,000,000
ISSUED POLICY$1,000,000
!
Coverage limit mismatch
The issued aggregate is lower than the approved quote.
ALSO IN THE WORKSPACE
Certify coverage,
without the busywork.
CERTIFICATES OF INSURANCE
Generate a certificate straight from a reviewed policy.
Pull the named insured, coverage limits, and endorsements from a policy you've already checked, add the certificate holder, and generate a PolicyPilot-formatted certificate of insurance. Every certificate you generate is tracked automatically, so renewals never sneak up on you.
Generate a certificate Certificate of insuranceSAMPLE•••
NAMED INSURED
ActiveHarbor & Pine Hospitality
Certificate holder
CERTIFICATE HOLDERRiverside Property Group
NEAREST EXPIRATIONJan 12, 2027
✓
Certificate generated
Ready to send, and tracked on your COI dashboard until it expires.
01
Bring your documents
Upload the issued policy and approved quote. Each document has its own place, with clear file validation.
02
Find what changed
Review differences by severity. See the quoted and issued values with the extracted source text beside them.
03
Make the call
Mark findings reviewed, flag follow-ups, and save your notes. Export a report when you’re ready.
EARLY ACCESS
Free while
we're in beta.
PolicyPilot is in early access. Paid plans aren't live yet — every feature is free to use while we build alongside the agencies testing it.
Full access
$0during beta
Everything in the workspace, no card required.
- Up to 3 policy checks during beta
- Full comparison & review workflow
- Certificate of insurance generation & tracking
- PDF, Word, and Excel uploads
- CSV/TXT exports
A FEW GOOD QUESTIONS
The details,
up front.
What can I compare?+
Start with an issued policy and its approved quote — or last year's policy, for a renewal — as PDF, Word, or Excel files. PolicyPilot checks common labeled fields including coverage limits, deductibles, dates, premiums, and endorsements. Extraction gaps are shown in the review so you know what still needs a manual check.
Can I try it without my own documents?+
Yes. Open the sample review to explore a fictional policy and quote, inspect the differences, and try the review actions. Sample checks are always clearly labeled.
Does PolicyPilot make the final decision?+
Your team stays in control. PolicyPilot organizes the comparison and source evidence; you decide which differences need action. Limited extraction and missing information are surfaced for your review.
Where are my checks saved?+
Checks and extracted document text are saved to your signed-in account and persist across sessions — each person only sees their own saved checks, aside from the shared sample walkthrough. This is an early-access, single-workspace product without shared team accounts, formal compliance certifications, or a stated data retention policy yet.
YOUR NEXT POLICY, WITH PERSPECTIVE
Big on the details.
On your side.
Give every policy the attention it deserves.
Start a policy review Or explore a sample first