InsureScope

The right detail changes the conversation.

InsureScope drives expansion, accelerates growth, and identifies new opportunities for commercial insurance agency teams. Polly directs the work with industry-leading precision.

Start with expert-built insurance workflows designed to fit the way you work. Our insurance legal and product team builds your process, guidance, and customized outputs into InsureScope.

See how it works

For commercial agency teams working to retain accounts, open coverage conversations, and win new business.

Polly renewal analysis with a source-linked coverage table and controls to share the conversation with the team
Compare Renewal, expiring policy, quotes
Prove Exact page and highlighted line
Send Your form, workbook, client touchpoint, or summary
Prebuilt workflows, adapted to the way insurance professionals work and your organization’s best practices
Every document claim linked to the source
Your templates, summaries, and outputs returned filled and ready to use

Review the file. Analyze the issues. Open the proof. Send the work.

Your team makes the coverage call. This example follows a renewal. Polly also runs policy, quote, contract, COI, and binder reviews.

01 / COMPARE

Find what changed, what is missing, and what needs attention.

Compare expiring and renewal terms or competing quotes. See the basics—limits, deductibles, and exclusions—alongside differences that go beyond the economics.

Renewal comparison Expiring and renewal terms, lined up
02 / PROVE

Open the exact source.

Click a field or finding to open the supporting policy page. InsureScope highlights the source text behind the answer.

Page-linked finding One click. One view: Polly’s finding verified next to the supporting policy language.
03 / SEND

Get your document back, ready to use.

Upload the summary, industry-standard form, checklist, proposal, or workbook your team already uses. Polly fills a fresh copy, keeps the layout, and verifies the results.

Filled workbook Your spreadsheet, completed with statuses and page-linked sources

What commercial agents say.

Review time

It took 5 minutes to do what would have taken 5 days to review.

Quote comparison

I loved using it. It made reviewing commercial quotes much faster, and the structured breakdown made it easier to compare policies without manually searching through the full documents.

Built for insurance work. Set up for your organization’s needs.

Start with workflows for renewals, quote and binder checks, policy and contract reviews, and COIs. Use insurance workflows built from our expertise, or work with our insurance legal and product team to build your organization’s steps, guidance, checklists, and templates into InsureScope.

  1. Start with a prebuilt workflow

    Choose a common review or bring us a recurring process your team already runs.

  2. We model your process

    We translate your review steps, standards, guidance, and desired outputs into a workflow your team can run.

  3. Add the files

    Polly follows the workflow, conducts InsureScope’s structured analysis, and returns cited findings, comparisons, and the outputs you want—from summaries and detailed analysis to proposals, client communications, and more.

Your team gets the output it already uses and saves time for the client conversation.

Prebuilt workflow to start Your process built in

Give the whole account team something specific to say.

Each Client Hub keeps a client’s documents, reviews, and Polly conversations together. Share a thread so producers and account managers start every client meeting with the same source-backed detail.

Client Hub

Share the work, not a recap.

A teammate opens the full thread with its questions, cited answers, and client context intact. They can continue the work without rebuilding the history.

One place per client
Documents, scopes, and conversations stay together.
Client-specific by design
Polly can use only that client’s files and approved shared references.
One client. One shared context. Documents, conversations, and source-backed answers stay together
Renewal

Bring more than price to the renewal.

Show what changed, what held, and what needs a closer look before the client meeting.

Account growth

Open a useful coverage conversation.

Surface a gap, exclusion, or limit and show the policy language behind it. Your team decides what to recommend.

New business

Build a sharper case for change.

Compare the prospect’s current program with proposed terms and make the differences easy to explain.

The difference is the work before the answer.

Polly is the expert guide behind InsureScope. A general AI tool can summarize a file. Before Polly answers a question, it reads the document structure and relevant clauses using its own review process. Polly then orchestrates InsureScope’s specialized knowledge, applies your organization’s guidance and preferred practices, verifies each claim against its source, and turns complex details into clear conversation points. Industry-leading AI guardrails require every source to be verified and keep a human in the loop.

01 / ORIENT

It starts with the right client context.

Polly identifies the document type, coverage line, and relevant policy sections, then applies InsureScope’s analytical tools. A Client Hub thread can use only that client’s files and approved shared references.

02 / APPLY

It uses curated guidance and your standards.

A curated library of insurance information, coverage-specific checklists, and your approved guidance fuel and shape every review.

03 / CHECK

It checks the work before you see it.

If Polly cannot tie a finding to a real page, it does not show the finding and flags the result for review.

Enterprise Grade

Built for high-compliance environments and fast-paced needs.

InsureScope is designed for a controlled rollout and the review your IT team expects.

No training on your data
We do not use your organization’s documents, questions, or outputs to train models.
Data isolation
Each organization is isolated at the data layer. Within an organization, a client-linked conversation can retrieve only that client’s documents and approved shared references.
Integration Ready
InsureScope is built to connect with the systems and document sources your team already uses, making integrations faster to plan and deploy.
Compliant Architecture
InsureScope runs on SOC 2 Type II certified infrastructure, with documented controls for access, encryption, software changes, and incident response.

InsureScope supports professional coverage review. It does not provide legal advice.

Careful review should not depend on who has time that day.

InsureScope was founded by attorneys Lydia Floyd and Ami Patel after more than 40 years combined reviewing contracts, policies, and risk, then litigating disputes that followed—or could have been avoided.

They turned that review discipline into prebuilt workflows, analytical resources, guidance, and source checks. Today, InsureScope solves real problems for insurance professionals. Our insurance team works with each organization to model its steps, standards, and outputs in InsureScope.

Supported and recognized by

JumpStart FIRE Accelerator Scout InsurTech Youngstown Business Incubator

See InsureScope in action.

Tell us about a review your team repeats. We’ll show how Polly applies your standards, keeps the work tied to the client, and returns the document you need.