Running a check
A check compares a PRIOR policy against a RENEWAL (or a quote) and produces the findings. It's deterministic: the same two policies always produce the same diff.
Pairing the two policies
A check holds a prior policy and a renewal policy. Upload both to the same check; when both finish extracting, the diff runs automatically and the findings appear. Set the check kind to renewal (prior vs. renewal policy) or quote (prior vs. accepted quote) depending on what you're confirming.
What the diff compares
The engine lines up prior vs. renewal across:
- The form schedule — additions, removals and edition-date changes, by form number.
- Declarations numbers — limits, sublimits, deductibles, retentions and (for auto) covered-auto symbols.
- Named insureds and additional insureds, and the endorsement forms that grant AI status.
- Key endorsements — waiver of subrogation, primary & non-contributory — present-or-missing between terms.
- Manuscript endorsements — surfaced for review rather than auto-judged.
Reading the summary
Each completed check carries a summary: total findings and counts by severity (critical / warning / info) and category, plus whether the check requires review (for example, because it contains a manuscript endorsement). The summary is the top-line 'what changed' before you open individual findings.
Re-running
Correcting either policy's extraction re-runs the check automatically so the findings always reflect the current reads. Every run is recorded in the activity log.