Brokerage account teams
Review locations and values before resubmissions, and identify questions for the insured or underwriter.
A lightweight browser tool for teams reviewing incoming commercial-property Statements of Values: find defined gaps, reconcile year-over-year changes and export a transparent review report.
Meetings are booked through Calendly, an external service. Please do not enter confidential customer, policy or property information when scheduling.
No account, payment or client upload is required for this demo. Current product is free, experimental and requires human review; it does not verify replacement costs, coverages or real-world site details.
Review locations and values before resubmissions, and identify questions for the insured or underwriter.
Spot defined missing fields and suspicious arithmetic before spending time on a detailed submission review.
Compare prior-year and current schedules and identify locations needing a closer look.
These are intended user groups, not verified customers, partnerships or endorsements.
Choose the built-in fictional current-year and prior-year property schedules. Confirm the detected columns.
Review missing fields, questionable totals, duplicate-looking locations and material renewal movements. Every flag is advisory.
Download review findings and mapped schedules as CSV, compare renewal movements, or print the report to PDF. Exports stay on your device.
Compare the fictional workflow with the way your team currently works. Consider false positives, file formats, company approval and the need for audit trails or integrations.
The application parses selected CSV/XLSX files in browser memory. It has no spreadsheet upload endpoint, customer accounts, third-party trackers or external API processing in this release.
This design is not an independent security certification or authorization to process confidential data. Before using any real company files, obtain your organization's approval and review our security approach and privacy details.