The AI back-office for independent insurance agencies.
Polis reads every policy, surfaces the gaps, and drafts the client-ready takeaway, so producers spend less time in documents and more time advising.
Everything a producer needs, before they ask for it.
Four core analyses, one connected workspace. Polis ingests your book of business and gets to work checking, comparing, surfacing what's missing.
Verify every page against what the client actually bought.
Verifies that issued policies and binders match what was quoted and applied for, flagging discrepancies in named insureds, limits, endorsements, and effective dates.
Catch the gaps before the claim does.
Compares existing policies against industry benchmarks and the client's risk profile to surface missing coverages, inadequate limits, and dangerous exclusions.
Match insurance requirements to executed contracts.
Reviews client policies against the insurance requirements in contracts, leases, loan agreements, and vendor agreements. Identify every gap in limits, additional insured status, and waivers.
Side-by-side carrier quotes, scored in seconds.
Normalizes quotes from multiple carriers side-by-side, surfacing meaningful differences in coverage terms, endorsements, exclusions, and deductibles.
Show up to every meeting already prepared.
Polis turns the work it just did — the gaps, the diffs, the comparisons — into the actual conversation producers need to have with their clients.
Engage every client before renewal with something specific to say.
Polis analyzes expiring policies weeks ahead, benchmarks coverage against current market shifts, and drafts personalized outreach so producers arrive prepared rather than reactive.
See it in actionPolished, branded presentations — generated, not assembled.
Every renewal walks in with a deck that explains coverage in the client's terms, with quote comparisons and recommendation rationale already written.
See sample outputBuilt for the agencies actually doing the work.
Book a 30-minute demo. We'll load one of your real policies and show you what Polis sees.