Insurance Tools

Create a client-facing insurance handover checklist for policy schedules, wording, endorsements, receipts, key contacts, important dates and acknowledgements.

Plan and track insurance policy servicing changes such as address, contact, bank, beneficiary, vehicle, property and coverage updates with documents and follow-up.

Create a practical insurance renewal checklist for premium, coverage, deductible, documents, client follow-up and renewal decisions, then export the review.

Organize insurance quotes, proposal forms, declarations, KYC, payment proof and supporting files into one indexed proposal submission PDF.

Organize proposal, quote, KYC, consent, payment proof, policy documents and correspondence into one indexed insurance client file PDF.

Compare a current insurance policy with a renewal offer across premium, coverage, deductible, riders and important term changes.

Model lost revenue, saved variable costs, continuing expenses, payroll, temporary relocation and restoration periods against an entered business interruption coverage limit.

Compare trip risks with entered travel insurance limits for cancellation, medical care, evacuation, baggage, delay and excess to identify potential coverage gaps.

Model deductible, copay, coinsurance and out-of-pocket maximum scenarios to estimate patient and insurer cost shares for health insurance.

Compare lower and higher deductible insurance options using annual premium savings, extra out-of-pocket exposure, break-even claim frequency and multi-year cost scenarios.

Compare multiple insurance options by premium, coverage, normalized cost per coverage unit and marginal premium paid for additional protection.

Stress-test entered insurance protection against multiple loss scenarios and quantify uncovered amount, coverage ratio and potential shortfall in your browser.

Model household income support, spouse income, dependants, debts, education goals, emergency reserves and existing protection across multiple family scenarios.

Organize policy schedules, endorsements, riders, premium receipts and supporting files into one indexed policy pack with browser-side quality review.

Build a customizable insurance claim document checklist with required/optional items, completion tracking, notes and browser-based PDF/CSV export.

Compare multiple insurance policies on coverage, premium, term, payment period, riders, exclusions and normalized cost with transparent browser-side calculations.

Organize identity, address, tax, bank, photo, policy and supporting documents into an indexed KYC pack with browser-side completeness and quality review.

Organize claim forms, policy copies, ID/KYC, bills, bank proof and supporting documents into a reviewable indexed claim-pack PDF in your browser.

Estimate a transparent life insurance coverage range using household income needs, support years, debts, future goals, emergency reserves, existing cover and usable assets.