Getting started
From a fresh account to your first E&O-defensible renewal checklist takes only a few minutes. The dashboard walks you through these same steps; here's the fuller version.
1. Upload the prior policy
New check → upload the expiring policy PDF as the PRIOR. Extraction runs in the background — the ISO/AAIS form schedule, the declarations limits and deductibles, named insureds, dates and endorsements are read automatically. You can keep working while it processes.
2. Upload the renewal (or the quote)
Add the RENEWAL policy to the same check (or a quote, if you're confirming the carrier issued what you sold). Once both policies finish extracting, the check runs itself — no button to remember.
3. Read the findings
The check returns a checklist of what changed, grouped by category:
- Added / removed — forms and endorsements that appeared or dropped between prior and renewal.
- Changed — limits, deductibles, edition dates and values that moved, prior value next to renewal value.
- Missing — required coverage or endorsements the renewal lacks.
- Manuscript — non-standard endorsements flagged for your human review.
- Review — anything the engine wants a person to confirm.
4. Work the findings and document
Each finding carries a severity (critical / warning / info), a plain-English description and suggested remediation. Mark findings open, dismissed or resolved as you work them. The whole diff is saved, dated and page-cited as your checking record — the documentation your E&O procedure (and any procedures audit behind a Big 'I' Best Practices premium credit) evaluates.