Insurance template

Policy renewal comparison

Agents read the expiring policy and renewal quote, term by term. Your brokers see every change with its source and a plain-language summary to review with the client.

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The client conversation

Explain the changes before you send.

The agents turn the term comparison into a short summary. Your broker checks the wording against the sources and decides what the client needs to discuss.

Source termsBroker reviewClient
Client summary · draft

Morrow Retail · your 2027 renewal

The renewal premium is $46,200, up 10%. Your property limit stays at $5 million.

The water damage deductible increases from $2,500 to $5,000. Business interruption extends from 12 to 18 months. The flood exclusion is unchanged.

Broker review required3 changes linked

The app

Both versions. Every material change.

The old term stays beside the new one, with a page citation for each. Review the limits, deductibles and wording together before sending the client summary.

Renewal comparisonMorrow Retail · 2027SearchAsk

What changed at renewal

Morrow Retail · property policy · 3 changes found

Send to client
TermExpiring · 2026Renewal · 2027What changed
Annual premium$42,000Schedule · p. 2$46,200Schedule · p. 2Up $4,200 · 10%
Property limit$5,000,000Schedule · p. 3$5,000,000Schedule · p. 3No change
Water deductible$2,500Schedule · p. 4$5,000Schedule · p. 4Up $2,500
Business interruption12 monthsEndorsement 04 · p. 1918 monthsEndorsement 04 · p. 216 months longer
Flood exclusionExcludedExclusions · p. 16ExcludedExclusions · p. 16No change
Client summary ready for broker review

Premium up 10%. Water deductible up to $5,000. Business interruption extends to 18 months. Property limit and flood exclusion unchanged.

Review draft

Illustrative app. All companies, people and figures are sample data.

What it reads

  • The expiring policy
  • The renewal quote
  • Schedules and endorsements
  • Limits, deductibles and exclusions

What your team sees

  • Old and new terms side by side
  • Changes marked with both sources
  • Unchanged terms kept in view
  • A draft summary for the client

What you set

  • Which policy pairs to compare
  • The terms to pull out
  • Who reviews the summary
  • How the client summary is written

Questions

What people ask about policy renewal comparison.

Can we choose the terms to compare?

Yes. You choose the fields to extract, and each value comes back cited to its page.

Can a broker check the source documents?

Yes. Extracted values are cited to their pages. A review queue can show each value beside the passage it came from so a person can approve or edit it.

Can we change the comparison app later?

Yes. Ask the Assistant for the change. It can build or change workflows and apps, with every change shown for your approval.

Is our data used to train models?

No. Your documents and results are never used to train a model, and a data processing addendum backs that.

Can it run in our own environment?

Yes. Strive runs in our cloud, or in your own VPC on AWS, Google Cloud or Oracle Cloud, or on your own Kubernetes cluster.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.