Policy Audits in Minutes, Not Hours
Stop spending 30–60 minutes manually reviewing every policy package. Insuriance AI automatically extracts, validates, and cross-references your documents — then guides remediation through to resolution.
What Insuriance AI Delivers for Your Agency
A complete audit-to-resolution platform that transforms how your agency handles compliance.
time reduction per audit
Audit in Minutes, Not Hours
Upload a policy package and get a complete compliance audit — documents classified, data extracted, rules validated, and issues flagged — in the time it takes to pour a cup of coffee.
cross-document validation
Catch What Humans Miss
AI reads every page, cross-references every field, and validates every rule — every time. No inconsistency slips through, from policy numbers to coverage limits to signature dates.
remediation workflow
Resolve Issues, Not Just Find Them
When an audit finds an issue, Insuriance AI doesn't just flag it — it creates remediation tasks, drafts client communications, captures e-signatures, and re-audits automatically.
The Complete Audit Lifecycle, Automated
From document upload to compliance resolution — every step is handled by AI, verified by your team.
Upload Documents
~1 minDrag and drop your policy package — PDFs of any size, any number of pages.
AI Classification
AutomaticEvery page is identified, classified, and grouped into logical documents — applications, elections, declarations.
Intelligent Extraction
AutomaticData extracted from complete logical documents — not page by page — with source attribution for every field.
Compliance Validation
AutomaticRules run at document and cross-document levels. Natural-language rules you create, AI executes consistently.
Review & Resolve
5–10 minYour auditors verify findings with full context — click any result to see the source page and evidence.
Remediation Workflow
GuidedAI drafts client communications, bundles related items, and tracks resolution — email, SMS, client portal.
Client Response
Self-ServiceClients sign documents, upload files, and complete forms through a secure portal — no app download needed.
Re-Audit & Reports
AutomaticWhen remediation completes, affected rules re-run automatically. Full audit trail and compliance reports generated.
Every audit step, one unified platform
From document upload to validated compliance — Insuriance AI handles classification, cross-referencing, and remediation in a single, elegant workflow.
Audits This Month
▲ 12% vs last month
Avg Compliance Score
Across 5 agencies · 8-week high
3 Audits Live Now
Pacific Agency compliance jumped +8 pts this week — strongest improvement across your portfolio.
Purpose-Built for Insurance Compliance — Every Capability You Need
Six integrated systems working together to automate the complete audit lifecycle.
Intelligent Document Processing
Upload entire policy packages and Insuriance AI automatically identifies, classifies, and groups pages into logical documents. Multi-page applications, elections, and declarations — organized instantly.
- Automatic page-by-page classification with confidence scores
- Multi-page documents grouped into logical units
- Data extracted from complete documents, not individual pages
- Source page attribution for every extracted field
AI-Native Validation Rule Studio
Create compliance rules using natural language — describe what you need, and your AI companion Pip AI translates it into executable validation logic. Test rules against sample cases before deploying them.
- Natural language rule creation with Pip AI, your AI companion
- Automatic classification: deterministic vs. AI-powered rules
- Test rules against generated sample cases before deployment
- Track rule effectiveness over time with analytics
Remediation Workflow Engine
When audits find issues, the remediation engine closes the loop. AI classifies findings, drafts personalized client outreach, bundles related requests, and tracks every item through resolution.
- AI-drafted client communications via email and SMS
- Secure client portal with magic link access — no passwords
- Built-in e-signature capture for document remediation
- Automatic re-audit when remediation items are resolved
Agency Management Sync
Automatically match extracted client data with your agency management system. Direct matches link instantly; fuzzy matches present options for confirmation. Fully isolated — sync issues never affect your audits.
- Automatic client matching with AgencyZoom and more
- Fuzzy matching for name variations and partial data
- Manual override for edge cases
- Fully isolated — sync failures never block audits
AI Audit Assistant
An intelligent chat assistant with full context on the current audit — documents, extracted data, and validation findings. Ask questions and get answers grounded in actual document evidence.
- Context-aware, document-grounded responses
- Source citations linking to specific pages
- Helps interpret complex policy language
- Conversation history as part of audit trail
Analytics & Activity Dashboard
Track everything that matters — audit volume, compliance rates, remediation progress, auditor productivity. Business-level insights for agency managers and owners, not just technical logs.
- Per-auditor productivity and quality metrics
- Compliance trajectory tracking over time
- Remediation resolution rates and bottleneck identification
- Per-document-type failure rate analysis
Context-aware AI, built into your audit.
Pip AI — your Policy Insight Partner — knows your documents. Type @ to inject any policy, document, or validation issue directly into your question. Pip AI responds with precision, cites its sources, and can generate interactive compliance analytics.
- @ to reference any document, policy, or issue directly
- Every answer cite-linked to its exact source and field
- Interactive charts and compliance breakdowns on demand
- Full conversation memory — ask natural follow-ups
Pip AI
Policy Insight Partner · Meadows Q4
Hi! I’m Pip AI
Your Policy Insight Partner
Ask me anything about this audit. I can explain issues, compare documents, generate compliance analytics, and help resolve gaps.
Built for the People Who Do the Work
Insurance Auditors
“Spend your time on judgment calls, not data entry.”
- Documents classified and organized on upload
- Data extracted — no manual entry
- Cross-document inconsistencies flagged automatically
- AI assistant answers questions in real time
- Remediation tasks created and tracked automatically
Agency Managers
“Consistent quality across every audit, every auditor.”
- Same compliance rules applied to every audit
- Dashboard with workload and quality metrics
- New auditors onboard faster with guided workflow
- Compliance rules documented and enforced systematically
- Remediation progress visible across all clients
Agency Owners
“Reduce E&O risk while increasing throughput.”
- Automated validation catches compliance issues early
- Higher throughput per auditor without more headcount
- Complete audit trail for every policy — full accountability
- Executive reporting on volume, compliance, and risk
- Remediation patterns reveal systemic improvement opportunities
Your compliance platform, everywhere you work
Full-featured on desktop. Streamlined on tablet and mobile. The same live data, wherever your team needs it.
The Challenges We Solve
Insurance agencies face real, costly friction every day. Here's how Insuriance AI eliminates each one.
Manual Review Is a Time Sink
Every audit starts the same: open PDFs, read page by page, type data into spreadsheets. 30–60 minutes of repetitive work per policy.
AI reads, extracts, and validates in seconds. Auditors review findings, not raw documents.
Human Eyes Miss Inconsistencies
A date of birth that differs between pages. A coverage endorsement requested but never added. These gaps create E&O exposure.
Cross-document validation catches every inconsistency — AI never skips a field or forgets a rule.
Issues Found But Never Resolved
Audit findings end up in spreadsheets and email chains. Follow-ups are manual. Items fall through the cracks.
Built-in remediation engine tracks every issue from detection to resolution — with automated client outreach.
Compliance Rules Live in People's Heads
Carrier requirements change. Regulations evolve. But compliance knowledge is scattered across tribal knowledge and outdated checklists.
Create rules in plain language. Pip AI, your AI companion, makes them executable. Update once, apply everywhere.
Ready to leave these challenges behind? See our features in detail →
Questions? We Have Answers.
Ready to Transform Your Audit Workflow?
Join the waitlist for early access to Insuriance AI. Be among the first agencies to experience the complete audit-to-resolution platform.
- Early access before public availability
- Priority onboarding with hands-on support
- Your feedback shapes what we build
- Launch pricing not available later
- No commitment — free to join