Review Policies Faster. Process Claims More Efficiently.
Insurance agents, adjusters, and brokers use AI to review policy documents, analyze claims, summarize client calls, and process expense reports — at a fraction of the time.
The problem with manual document work
Insurance professionals handle high volumes of complex documents — policies, endorsements, claims reports, coverage summaries, and client communications — all requiring accurate review under time pressure. Manual document processing creates bottlenecks and increases error risk.
How Software Multitool helps Insurance Agents, Adjusters & Brokerage Teams
Contract Analyzer
Review policy documents, endorsements, and coverage schedules to extract key terms, exclusions, limits, and conditions quickly.
Learn more →Meeting Summarizer
Summarize client consultations, claims calls, and underwriting discussions with structured notes and action items.
Learn more →Feedback Analyzer
Analyze policyholder feedback and claims experience data to identify service gaps and renewal risk.
Learn more →Expense Categorizer
Categorize agency expenses, commission records, and claims-related costs automatically for reporting and compliance.
Learn more →What you gain
- Review policy documents and endorsements in minutes instead of hours
- Surface exclusions, conditions, and coverage gaps in complex policies
- Document client calls and claims discussions without manual note-taking
- Analyze policyholder feedback to improve retention and service quality
- Reduce document review backlogs without adding headcount
“I run commercial policy documents through the contract analyzer before every renewal. It surfaces renewal flags and exclusions I'd otherwise spend an hour finding manually.”
Patrick Nguyen
Commercial Lines Broker, Hartwell Insurance Group
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Process Documents Faster, Serve More Clients