Advanced Solutions for Advisers
Advisers go above and beyond for clients — but they drown in admin, documents, and uncertainty. PolicyCheck fixes the adviser desk: live policies, accurate comparisons, compliance-ready trails, and client clarity. It’s the new operating system for insurance advice.
Client Confidence ToolsGive clients clarity: what they are covered for, what they are not, and when better options appear — driving retention and trust.
- Compliance You Can Trust
Automatically capture the advice trail, client needs, changes in situation, and product selection.
- Policy Insights
Your advice stays accurate. PolicyCheck keeps every policy updated, and instantly searchable — no more digging through PDFs.
✓ Faster, Traceable Renewal Workflows
Your renewals run themselves: updated policy terms, changes in coverage, emerging risks, and new products flagged automatically.
✓ Instant Understanding of Policy Changes
When a client’s situation changes, PolicyCheck highlights what must be updated — and where the advice could fail without adjustment.
✓ Business Insurance Advice – Without the Guesswork
Automatically identify risks, gaps, and better-fit policies for SMEs and commercial clients — backed by transparent AI reasoning.
Security & Compliance
PolicyCheck uses bank-grade encryption, strict tenant isolation, and full audit trails. Every piece of client information is stored, processed, and accessed with adviser-grade compliance in mind.
- How does the platform help with compliance?
- Do I still control the advice?
- How does PolicyCheck identify coverage gaps?