For Account Manager's day-to-day, we find users commonly use the following features most frequently:
Deep Quote and Policy Comparison: fast, scannable overview of the policies at renewal time to understand high level changes
Proposal: Create a client-facing document for your clients to understand what changed
Deep Exclusion Review: Full exclusion-by-exclusion analysis with cited policy language, claim scenarios, and practical impact assessment
Deep Quote and Policy Comparison
Use Coverage Comparison when you need a fast, scannable overview of what changed between policy years. Changes are organized by coverage section and color-coded so you can quickly identify increases, decreases, and new coverages. This is useful for a quick gut-check on a renewal or when you need a high-level summary without the full line-by-line detail.
Client Proposal
Use the Proposal when you're ready to present the renewal to your client. It generates a clean, client-facing document formatted around your firm's template, covering the full policy comparison across all coverage sections. Unlike the Analysis and Comparison, the Proposal is editable, so you can refine the content before exporting and sharing it with the client.
Deep Exclusion Review
An Exclusion Review analyzes a policy's exclusions and surfaces potential coverage gaps based on the insured's specific business context. It is an internal tool designed to help you identify and prioritize risks before meeting with a client.