Policy Servicing

Automation for complex policy servicing work

Industrial plants, affordable housing, widebody aircraft, shopping centers and $500M office conversions. We do the complex risk that breaks ordinary servicing tools. Simple risk too, of course.

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7,633
Complex policies · Last 30 days
16 hrs
Saved per week per person
97%
Automation accuracy rate

AI Powered Policy Processing

Drag, drop, done.

Drop in policies, certificates, and supporting files. Advocate extracts, normalizes, and returns coverage gap analysis in minutes.

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Drop your policy documents, certificates, and supporting files

COI and Policy Tracking

Document collection that runs itself

Collection notices, expiration tracking, renewal certificate and policy requests: drafted and sent automatically.

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Automated notice workflow drafting a renewal certificate request

Coverage Gap Analysis

Complex program structures, with layered participation? No problem.

Blanket policies, layered programs, excess coverages: every gap read against the benchmark, autonomously.

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Coverage tower showing per-occurrence layers across a layered program

Servicing Analytics

One desk, one picture.

Open cases, overdue tasks, and renewal work in one live view. Your desk or the whole team's.

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Team-wide cases desk view with open cases, overdue tasks, and case status breakdown

Coverage Library

Become a technical coverage expert for any risk.

Thousands of researched coverage checklists across industries and lenders. Pick the standard that fits, or build your own.

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Risk profiles

Requirements, portfolio metrics, and version control.

The condition builder describing custom requirements in plain language

Condition builder

Custom requirements described in plain language.

Stop servicing policies by hand.

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