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PolicyCheck is a Finance tool that streamlines insurance policy management for advisers. It transforms policy wordings into structured digital twins for instant understanding and market-wide alignment.
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About
PolicyCheck is an adviser-first platform designed to help insurance brokers and advisory firms manage insurance policies, compliance, and client interactions effectively. It transforms complex insurance documents into structured, auditable intelligence, enabling accurate policy comparisons against client needs. The platform automates the extraction and standardization of policy wordings, creating digital twins for instant understanding and side-by-side comparisons of various policy documents. PolicyCheck supports the entire advice workflow, from capturing client needs and identifying suitable policies to generating clear, compliant advice and managing claims efficiently. It is built for compliance, ensuring every decision is documented, traceable, and audit-ready, while advisers retain full control over recommendations. PolicyCheck uses AI to prepare, analyze, and surface information, not to make decisions, ensuring human oversight.
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Likely Not Free
Not publicly disclosed. Check policycheck.co.nz for current pricing.
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