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.

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.

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.

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.

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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