From first submission to renewal, the questions on your desk.
Is this submission ready to market?
Check the application against the loss runs, schedules and expiring policy. Catch gaps and contradictions before an underwriter does.
What do the loss runs really show?
Five years from several carriers, summarized: frequency, severity, open reserves and the trend, with every figure traced to its page.
Which quote is actually best?
Line up premium, limits, retentions and the wording that differs, without flattening what makes each carrier's offer different.
What changed at renewal?
Compare expiring and renewal terms clause by clause. See where a definition narrowed, a sublimit moved, or an exclusion appeared.
Am I covered if…?
Answer client questions in minutes, with the insuring agreement, definitions, exclusions and conditions that decide it.
Can you show your work?
Every answer keeps its trail: the documents used, the pages cited, the changes applied. That is the record you want if an E&O claim ever comes.
Triage faster, and decide with the whole file in view.
Is this submission complete?
Find what's missing or inconsistent across the application, loss runs, schedules and supplementals before you open the file.
Does it fit our appetite?
Check class, exposures, locations and limits against your guidelines, and flag what needs a referral.
What's the real loss picture?
Loss runs from several carriers in one view: frequency, severity, open reserves and development, each figure traced to its page.
What isn't the application saying?
Cross-check answers against loss runs, inspections and prior policies to surface contradictions and red flags.
How does the renewal compare?
See exactly what changed from the expiring: exposures, terms and wording, clause by clause.
Can I document the decision?
Every finding keeps its sources and pages, so referrals, audits and file notes come with the evidence attached.
More than PDFs pasted into a chatbot.
Generic AI tools read documents once, as text, and hope the important part fit. Purview turns each document into structure first, then lets AI reason across all of them.
- 01
Reads every document
Applications, loss runs, quotes, policies and schedules are parsed with their layout and tables intact, not skimmed as a wall of text.
- 02
Understands each one
It pulls out what each document carries: application answers, claims and reserves, premiums and limits, policy clauses. Every value is checked against the PDF.
- 03
Connects them
Facts are linked across documents: the application to the loss runs, each quote to the others, the expiring policy to the renewal.
- 04
Gives the AI real tools
The assistant queries that structure and opens pages to quote them, instead of guessing from whatever fit in its context window.
It knows what changed, and when.
An endorsement rarely makes one change. Purview finds each instruction, quotes it, checks the quote against the PDF, and applies it to the clause it targets. You see the before, the after, and everything the change touches.
“Computer System” means any computer hardware, software, and associated input and output devices owned or leased by the Insured Organization owned or leased by the Insured Organization, or operated for the Insured Organization by a third-party service provider under a written contract.
“The definition of Computer System is deleted and replaced with the following…”
Insuring agreements A, B and D, plus 2 exclusions that use this term
A map of how the policy actually works.
Coverage depends on a chain of clauses: a grant that references a definition, a definition an endorsement amended, an exclusion that may or may not apply, a condition you must meet. Purview models those links and follows them the way a coverage specialist would.
Your assistant works the file, not just reads it.
Instead of stuffing pages into a prompt, the AI calls purpose-built tools: analyze coverage, open a page, compare carriers, or ask you which document you meant. Long analysis runs as a durable job, so nothing is lost if it takes a few minutes.
- Checks which policy you mean
ask_user_questionExpiring 2025 form or the 2026 renewal? You pick: 2026 renewal.
- Walks the coverage graph
analyze_policy_coverageGrant B, 1 amended definition, 1 exclusion ruled out, 1 notice condition.
- Opens the page to quote it
read_policy_textReads p.22 for Endorsement 7’s exact wording.
- Drafts your reply
answerPlain-English answer with every clause cited by page.
Why not just ask a chatbot?
Spend less time reading paperwork, and more time on the decisions that matter.
Bring a submission you know well and ask it the hard question. See what comes back.
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