Reads the documents for you
Upload the current policy and the renewal offer; the agent classifies the documents and extracts coverage limits, premiums, deductibles, and key terms.
Policy Comparison · on the Vertiqa OS
Coming soon
Renewal vs. current policy, compared line by line — in minutes, not evenings.
Vertiqa's Policy Comparison agent will extract coverage and premium details from policy documents and lay renewal options against the current policy, difference by difference.
The problem it removes
Comparing a renewal offer against the existing policy means reading two dense documents side by side, line by line. At renewal season, that is entire weeks of skilled time spent on extraction instead of advice.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Differences, highlighted
A structured comparison shows exactly what changed — cost, coverage, exclusions — so the conversation with the client starts at the decision, not the decoding.
A client-ready summary
The comparison renders as a plain-language brief you can review, edit, and walk a client through.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Policy Comparison will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never provides insurance advice or a recommendation to bind — it prepares the comparison; the licensed professional makes the call.
- Extracted figures always link back to the exact spot in the source document so you can verify anything in one click.
Built for
Frequently asked
Is the Policy Comparison agent available today?
Not yet — Policy Comparison is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Policy Comparison agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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