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Review Key Exclusions

How do I quickly identify a policy's exclusions and limitations?

What it does Scans a policy document and surfaces the exclusions, limitations, and conditions that are most likely to matter, without requiring you to read the full policy form.

What you get An internal summary you can review yourself or use to prep for a client conversation. This is not a client-facing document.

When to use it Use this when you need a fast gut-check on a policy's gaps, for example before a client call, when triaging a new submission, or when you just need to know "what's NOT covered here" without a deep dive.

Steps

  1. Upload or select the policy document in Polis.

  2. Provide additional context under "Areas to Explore" to explore specific scenarios you'd like to better understand.

  3. Polis returns a summary of the key exclusions, limitations, and conditions, organized by relevance.

  4. Review the summary. Each item links back to the underlying policy language if you need to verify context.

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