Workflow · Claims
Policy Comparison
Compares two or more insurance policies for claims consultants, clause by clause. It identifies differences, gaps, additions, removals, and wording and coverage changes, classifies each as broader/narrower/material, and explains the claims-handling impact — with every material finding backed by policy text and rated for materiality and confidence. Not legal advice; no final coverage determinations.
What goes in
Two or more policy documents to compare, plus the comparison type (e.g. expiring vs. renewal, carrier vs. carrier).
What you get
A claims-consultant-ready comparison report: what changed, what's broader or narrower, gaps, claims-handling implications, and issues needing human review.
How it works
- 1Intake: upload the policies and tell SoterAI what kind of comparison it is — that determines what counts as material.
- 2Map and extract: each policy is identified and structure-mapped, then claims-relevant clauses are extracted and aligned across policies.
- 3Compare and rate: differences are classified, coverage gaps are found, and each material finding gets a materiality and confidence rating with a citation.
- 4Report: a self-review checks endorsements and definitions before SoterAI produces the consultant-ready comparison report.
Related pages
What this workflow delivers
A claims-consultant-ready comparison report: what changed, what's broader or narrower, gaps, claims-handling implications, and issues needing human review.
3+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off