Policy Analyzer

Upload a prospect's policy — AI extracts every coverage line for your whiteboard.

📎

Drop policy PDF or dec page here

PDF, JPG, or PNG — full policy or dec page both work

Reading policy...

Extracting all coverage lines

Organization Name

Carrier · Effective Date

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Policy Detail

Effective Date

—

Expiration Date

—

Line of Business

—

Expiring Carrier

—

Policy Number

—

Named Insured

—

Mailing Address

—

Incumbent Broker

—

Surplus Lines

—

💰

Premium & Coverage Breakdown

Total Expiring Premium

—

Industry

—

Coverage	Premium	Status

🏠

Property Coverage

Building Limit

—

BPP Limit

—

Valuation

—

AOP Deductible

—

Wind/Hail Deductible

—

Water Damage Deductible

—

Business Income

—

Equipment Breakdown

—

Construction Class

—

Wind Sublimit

—

Flood Sublimit

—

Earthquake Sublimit

—

⚖️

General Liability

Occurrence Limit

—

Aggregate Limit

—

Claims-Made or Occurrence

—

Damage to Rented Premises

—

Products & Completed Ops

—

Medical Expense

—

GL Rating Basis

Revenue

—

Square Footage

—

Clients / Members

—

Key Exclusions

None identified

Enhancement Endorsement

None identified

🔒

Crime

Employee Theft

—

Forgery / Alteration

—

Computer Fraud

—

Funds Transfer Fraud

—

Inside Premises Theft

—

Outside Premises Theft

—

🛡️

Sexual Abuse & Molestation

Status

—

Occurrence Limit

—

Aggregate Limit

—

Claims-Made or Occurrence

—

Retro Date

—

Standalone or Endorsement

—

A&M Exclusion on GL?

—

👥

Employee Benefits Liability

Status

—

Occurrence Limit

—

Aggregate Limit

—

Retro Date

—

Deductible

—

Number of Employees

—

👔

Directors & Officers (D&O)

Status

—

Occurrence Limit

—

Aggregate Limit

—

Claims-Made or Occurrence

—

Retro Date

—

Premium

—

Key Exclusions

None identified

Cyber/Network Security Exclusion?

—

👥

Employment Practices Liability (EPLI)

Status

—

Occurrence Limit

—

Aggregate Limit

—

Claims-Made or Occurrence

—

Retro Date

—

Premium

—

Number of Employees

—

Deductible

—

🏦

Fiduciary Liability

Status

—

Limit

—

Premium

—

Plan Assets

—

Deductible

—

📜

Professional Liability (E&O)

Status

—

Occurrence Limit

—

Aggregate Limit

—

Claims-Made or Occurrence

—

Retro Date

—

Premium

—

Deductible

—

Coverage Basis

—

E&O Exclusion on GL?

—

🔐

Cyber Liability

Status

—

Aggregate Limit

—

Premium

—

Retention / Deductible

—

First Party Coverage

—

Third Party Coverage

—

Ransomware Coverage

—

Social Engineering

Records Covered

—

☂️

Umbrella / Excess Liability

Status

—

Limit

—

Premium

—

Underlying Carriers

—

Self-Insured Retention

—

🚗

Commercial Auto

Status

—

Liability Limit

—

Premium

—

Covered Autos

—

Hired / Non-Owned

—

📦

Inland Marine

Status

—

Limit

—

Premium

—

Description

—

⭐

Additional Endorsements & Special Coverages

None identified

📊

Loss Runs (5 Years)

Loss Ratio

—

Total Incurred (5yr)

—

Policy Term	Line of Business	Carrier	Total Incurred

🚩

Flags & Coverage Gaps

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Operation Description

—

Why Lamb

To be filled in based on identified gaps

Policy Analyzer

Organization Name

Policy Detail

Premium & Coverage Breakdown

Property Coverage

General Liability

Crime

Sexual Abuse & Molestation

Employee Benefits Liability

Directors & Officers (D&O)

Employment Practices Liability (EPLI)

Fiduciary Liability

Professional Liability (E&O)

Cyber Liability

Umbrella / Excess Liability

Commercial Auto

Inland Marine

Additional Endorsements & Special Coverages

Loss Runs (5 Years)

Flags & Coverage Gaps

Operation Description

Comparison Sheet