Apps & Bits Eliminate manual page-by-page policy review
Protect your agency and your clients. Apps & Bits automates the tedious task of policy auditing, instantly comparing issued documents against binders to flag discrepancies.
The E&O risk of manual auditing
When staff are rushed, policy review becomes a cursory glance at the dec page. This leads to missed errors, incorrect limits, and coverage gaps that create massive E&O exposure.
- Comparing issued policies against binders by hand
- Checking dec pages for correct limits and premiums
- Manually identifying missing endorsements
- Sifting through long policy PDFs to find errors
Policy Review #PR-882
A more rigorous audit workflow
Receive issued policy
Capture policy documents from carrier portals or email as they are issued.
Extract policy data
AI agents automatically read the declarations pages, schedules, and forms to identify key terms.
Compare against binder
Cross-check every limit, deductible, and premium value against the original binder or application.
Audit endorsements
Confirm that all requested endorsements are present and that no unexpected exclusions were added.
Review and release
The CSR reviews the structured audit summary and releases the verified policy to the client.
Quality control at scale
By automating the tedious gathered steps, your team can ensure every client is protected while reducing the administrative touchpoints for every policy issued.
Common questions
Can it handle 100+ page policy documents?
Yes, the system is designed to navigate long documents and find the specific data points required for the audit.
How are discrepancies flagged?
Any value that doesn't match the binder or agency records is highlighted in a structured audit summary for human review.
Does it support all lines of business?
Yes, it can be configured to check personal, commercial, and specialty policy types.
Strengthen your policy audit process
We’ll help you implement a policy checking workflow that reduces cycle times and E&O exposure.
Book a Free AI Audit