Policy Check for
Commercial Insurance Brokers

Your Challenge

As profit margins shrink and customer expectations rise, finding new ways to automate high-volume, repetitive tasks is key. Being able to achieve contract certainty, accelerate policy issuance response times, deliver exceptional customer service, competitive pricing and more is also essential.

  • Automate & Standardize Policy Check Processes
  • Increase Accuracy
  • Reduce E&O Exposure
  • Accelerate Response Times  
  • Achieve Customer Excellence
  • Increase Profit Margins
  • Improve Staff Productivity
  • Enhance Operational Efficiency

The Solution

Check a quote, submission and binder against a policy in seconds.

With Chisel AI's Policy Check, you can digitize and standardize the entire process of checking an application, submission, quote, and binder against a policy—in seconds. You can automatically cross reference and check all documents at once. By deploying intelligent workflows that are powered by Artificial Intelligence and Natural Language Processing (purpose-built for commercial insurance), you can improve operational efficiencies, mitigate E&O risk, boost employee satisfaction and optimize your customers’ experience.

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Better Customer Service Through Automation

Chisel AI uses NLP to extract, classify and analyze unstructured insurance data 400 times faster than a human can-with greater accuracy. Commercial insurance carriers can empower human staff with workflows to automate high-volume, repetitive administrative tasks allowing skilled knowledge workers to focus on high-value customer-facing initiatives.

Need More Business?

Redeploying your skilled knowledge workers to more value-added areas such as account management helps them deepen customer relationships, provide coverage recommendations, and sell more, ultimately increasing revenue.

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Reduce Policy Turnaround Times

Identifying errors and omissions automatically is significantly faster than searching by hand. Plus, automation reduces policy turnaround times and provides peace of mind for both the broker and the insured. Chisel recognizes more than 500 insurance-specific named entities, such as limits, premiums, deductibles, types of coverage, exclusions, endorsements, territories of coverage, outstanding conditions, statements of value and loss run reports.

Accelerate the Quote-to-Bind Process with Artificial Intelligence and Natural Language Processing

Natural Language Processing (NLP) is a machine’s ability to read language like a human, pulling relevant pieces of language, assigning meaning to the words, and intelligently analyzing structured and unstructured text.

Compare Old with New in Seconds

Streamline and simplify the quote-to-bind process by deploying a simple four-step intelligent workflow that automatically compares expiring policies, binders, quotes and more with new policies to quickly and accurately identify errors and omissions in seconds.

Check Policies in Minutes (Not Hours)

Chisel AI returns a first-pass, client-customized, on-screen policy checklist that identifies potential errors and omissions in milliseconds. Your staff can focus on resolving inaccuracies by using an easy-to-use graphical interface to review findings and automatically communicate with the carrier—right from within the application. The result is an average policy check time of 2.5 minutes, including the first and second pass.

Key Features

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Data Extraction

Chisel is the only AI solution that extracts, reads and understands unstructured data in property & casualty insurance submissions, applications, binders, endorsements and policies.
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Predefined Checklist

Use the predefined checklist, or build you own using the up to 50 available default questions. Customization of the checklist using your own questions enables you to keep a competitive advantage.
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Color-Coded Errors & Omissions

Color coding indicates errors, where the information was found and what the policy information should convey. For example, yellow highlights where the information was found, red highlights errors or mistakes and green highlights what the policy information should convey.
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On-Screen Visualization

Use the simple graphical interface to quickly spot errors and omissions at a glance, view findings, view a summary of actions required, and download policies and checklists.
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Compare documents across multiple unstructured data formats, including Word, Excel and PDF.
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E&O Summary

View an automatically generated list of items that need to be addressed in the policy for contract certainty.
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Keep track of errors and omissions identified and corrected, along with timestamps and sign offs from account managers, brokers, admins and more.

Schedule a Demo

Get a personalized tour of how our advanced Natural Language Processing AI solution can help you digitally transform high-volume, routine tasks, enabling your skilled knowledge workers to focus on strategic high-value account management initiatives.

Write more business and deliver a better customer experience.

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