TL;DR... Use Analysis to prepare, Comparison to gut-check, and Proposal to present.
For Account Manager's day-to-day, we find users commonly use the following features most frequently:
Coverage Analysis: in depth analysis for internal prep to get up to speed on client policies
Coverage 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
Coverage Analysis
Use Coverage Analysis when you need to fully understand the details of a renewal before speaking with a client. It provides a line-by-line breakdown of every coverage item with plain-English explanations of what changed and why it matters. This is your internal prep tool — use it to get up to speed on a renewal, identify items that need follow-up, and prepare talking points.
Coverage 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.