Operational intelligence for brokers & advisers
Brokers stay at the centre of orchestration. PolicyCheck gives retail and commercial advisers live structured intelligence — accurate comparisons, contract certainty, and compliance-ready trails — with the same fabric scaling to delegated authority where you need it.
Features & Benefits
Client Confidence Tools
Give clients clarity: what they are covered for, what they are not, and when better options appear — driving retention and trust.
Compliance You Can Trust
Automatically capture the advice trail, client needs, changes in situation, and product selection.
Policy Insights
Your advice stays accurate. PolicyCheck keeps every policy updated, and instantly searchable — no more digging through PDFs.
Use Cases & Examples
✓ Faster, Traceable Renewal Workflows
Your renewals run themselves: updated policy terms, changes in coverage, emerging risks, and new products flagged automatically.
✓ Instant Understanding of Policy Changes
When a client's situation changes, PolicyCheck highlights what must be updated — and where the advice could fail without adjustment.
✓ Business Insurance Advice – Without the Guesswork
Identify risks, gaps, and better-fit policies for SMEs and commercial clients — backed by transparent, evidence-linked reasoning you can review.
Security & Compliance
Enterprise-grade encryption. Strict tenant isolation. Full audit trails. Every piece of client information is stored and accessed with adviser-grade compliance in mind.