Insurance
Add a policy, or drop a PDF anywhere to auto-fill it · drop a renewal onto a policy to compare & approve changes
Total Policies
15
Active
15
Expiring Soon
1
Expired
0
Annual Premium
$882,250.00
in-force
Filtered by
Filters:
polic(ies) • in-force premium • click a row for full detail
Coverage limits by policy — each column is a policy, each row a coverage line (like the tracker sheet). Scroll right for more policies; use the filters above and the search to narrow it.
| Coverage | |
|---|---|
| Carrier | |
| Policy # | |
| Agent | |
| Coverage Period | |
| Documents | — |
| Status | Expired Renew Soon Inactive Active |
| Coverage Limits | |
| Annual Premium | |
| Coverage End | |
| No policies match | |
policies × coverage lines — scroll right for all policies
document(s) —
· · #
| 📄 (not synced) OLD | Open ↗ |
Click an invoice/policy to open the PDF in a new tab. Items without an Open button aren't synced yet (they'll appear once the SharePoint sync is connected).
Compare & Update —
· · #
🔁
Drop a document to re-read & reconcile this policy
A renewal, or the current policy itself to fix wrong entries. Claude re-reads every field so you can approve or correct anything. PDF, image, or .eml.
Reading & comparing the renewal…
Current term: · Document term:
Tick each change to accept — and edit any value the AI misread before applying:
| Accept | Field | Current (stored) | New value — editable |
|---|---|---|---|
| The document didn't yield comparable fields — you can still add it as a new policy. | |||
Update this policy = same term — apply the ticked values to this record (fixes wrong entries in the current year).
Save as renewal = new term — keeps this policy as history (moved to INACTIVE) and creates the renewed policy with the ticked values + the new document.
Save as renewal = new term — keeps this policy as history (moved to INACTIVE) and creates the renewed policy with the ticked values + the new document.