How it works

Two PDFs in, cited flags out.

Most comparisons finish in one to two minutes. Here’s what happens in that time.

1. 01

   Upload two PDFs

   Pick what you're comparing (expiring vs. renewal, or binder/quote vs. issued policy) and upload both documents. Carrier PDFs, password-protected-for-editing PDFs and scans all work.

2. 02

   Each document is read separately

   Renewal Check reads each policy's declarations, schedules and forms list and pulls out the commercial property fields listed below. Each value is saved with the page it was found on. If a field can't be read confidently, it's marked “not found / needs review” rather than guessed.

3. 03

   Citations are checked

   For digital PDFs, every extracted value is checked against the text of its cited page. If a value can't be found on that page, the flag says so. Scanned pages can't be checked this way and are marked “scan – check page.”

4. 04

   The two documents are compared by rules, not by AI

   The comparison itself is fixed, rule-based logic: same inputs, same flags, every time. Locations are matched even when they've been renumbered, and form numbers are compared edition by edition.

5. 05

   You review the flags

   Flags are sorted by severity, and each one shows the value and page from both documents. Review each one against the policy, then export the list to CSV for the client file.