Have AI compare tariffs and policy conditions

Brokers compare tariffs and policy conditions for their customers

Ready to goAI Act: no extra obligationsResearching & comparingInsurance

Fits: Sales · Customer service

You see the differences between policy conditions clause by clause with references, instead of reading a hundred pages side by side. Your advice becomes more thorough, and the advice record is easier to justify.

Is this for you?

  • You regularly compare tariffs, e.g. in occupational disability, private liability, buildings or commercial insurance.
  • You have the policy conditions as PDFs, and for premiums you use comparison software or quotes from the insurers.
First step today

Take the conditions of two tariffs in a line of business you know well and have five benefit points compared with the template below. Check every reference in the PDF. No customer data.

How to go about it

  1. Translate customer needs into check points
  2. Provide policy conditions in the current version
  3. Have a clause comparison created
  4. Check the references in the policy conditions
  5. Prepare the comparison for advice and the record
  6. Maintain check points for each line of business

Templates to copy

Try it now
in the training
Analyse
in the training
Plan the rollout
in the training
Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

17 more use cases follow the pattern “Researching & comparing”.

Compare supplier quotes in one overviewEvaluate academic literature and studies systematicallyFind trends and topics for your own nicheGet up to speed on new topics with AI searchHave AI create a market and competitor analysisHave AI evaluate annual reports and analyst callsMonitor and compare competitors’ channelsPrepare conversations with LinkedIn contactsPrepare first contact with company researchResearch case law and literature with AIThink through strategic decisions with AICheck policies against new legal requirements
‹ PreviousSee all use casesNext ›

VS-05 · Legal status 08.10.2026