Features / 04 · Policy check & comparison Policy check & comparison

Find the differences. See each one in the document.

Put two policies side by side, such as the expiring policy and the renewal. ReliaPilot finds the differences, lays them out field by field, and highlights where each one sits in the source documents. Your team reviews them and advises the insured.

Illustrative example
How it works

From two policies to a note your team sends.

  1. Add the two policies

    For example the expiring policy and the renewal.

  2. Differences found

    The differences between the two are laid out side by side, field by field.

  3. Shown in the document

    Each difference is highlighted where it sits in the source documents, so anyone can check it on the page.

  4. Your team advises the insured

    Review the differences, keep the comparison PDF and send the drafted note to the insured.

Shown in the source

Not just a list of changes. The exact spot on the page.

Each difference is highlighted where it appears in the source documents. Your team checks the source instead of rereading both documents end to end.

Expiring policy · p.4Section III · Deductible

Each claim is subject to a deductible of $2,500, which applies to damages and claim expenses combined.

Renewal policy · p.42 of 3 differences

Each claim is subject to a deductible of $5,000was $2,500, which applies to damages and claim expenses combined.

This insurance does not apply to claims arising from a cyber incidentnew

Illustrative example

Quote comparison

Line the carrier quotes up before you recommend one.

Enter or upload the quotes you get back. The comparison flags lower limits, higher deductibles, added exclusions and lines not quoted. It builds a comparison PDF and drafts a note to the insured. Your producer makes the recommendation and sends it.

Illustrative example

Your team gives the advice

ReliaPilot finds and shows the differences, builds the comparison PDF and drafts the note. Your people review it, decide what to recommend, and send it to the insured. How our agents work →

More features
Start with a pilot

See it on your own renewal.

Bring an expiring policy and its renewal. We'll show you the differences, highlighted in the documents.

Most pilots start within a week, and the first 30 days are free.