For insurance brokers
Parsewise prepares submissions, compares quotes against the client brief and checks issued policies against what was placed. Every figure is cited to the page it came from, so your brokers check instead of re-key.
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Sound familiar?
Client details arrive across emails, proposal forms, schedules and loss runs, and someone keys them into the submission.
Every insurer sets out its quote differently, so comparing them means copying each one into a spreadsheet.
The chosen terms get re-keyed into the proposal, then traced through the issued policy by hand.
A limit that changed between agreed and issued turns up at claim time, as an E&O problem.
Every acquired book comes with its own slips, schedules and wordings, and someone has to get them into your systems.
More clients and more renewals per account handler, without the admin growing with them.
Q4 is when renewals peak, and when the most time goes on re-keying submissions and schedules.
How it works
Emails, proposal forms, schedules, loss runs, quotes and policies: PDFs, Word files, spreadsheets or scans.
It builds the submission, lines up the quotes against the brief, or checks the issued policy against the agreed terms. Gaps and differences are flagged, each linked to its page.
Check the evidence, correct anything, approve. Nothing goes to a client or insurer without a person.
Set up with your team: your templates, your rules and checks. Tested on your real cases first.
See it in the product
Select any page marker to see the line it came from.
| Term | Client brief | Elm Insurance | Birch Mutual | Rowan Specialty |
|---|---|---|---|---|
| Annual premium | — | £18,450 | £16,900 | £17,750 |
| Buildings limit | £6,500,000 | £6,500,000 | £6,500,000 | £6,500,000 |
| Flood limit | £2,000,000 | £2,000,000 | £1,000,000 | £2,000,000 |
| Flood excess | ≤ £10,000 | £10,000 | £10,000 | £25,000 |
| BI indemnity period | 24 months | 24 months | 24 months | 24 months |
| Summary: only Elm meets the £2m flood limit and the £10k flood excess in the brief. Birch is cheapest but its flood limit is £1m. Placement summary drafted for your review. | ||||
| Term | Agreed (binder) | Issued policy | Result |
|---|---|---|---|
| Flood limit | £2,000,000 | £1,000,000 | Differs |
| Flood excess | £10,000 | £10,000 | Matches |
| Period | 01/10/2026–30/09/2027 | 01/10/2026–30/09/2027 | Matches |
| Premium | £18,450 | £18,450 | Matches |
| BI indemnity period | 24 months | 24 months | Matches |
| Submission field | Value | Status |
|---|---|---|
| Insured | Northgate Foods Ltd | Filled |
| Trade | Chilled food manufacturing | Filled |
| Turnover | £42,000,000 | Filled |
| Buildings sum insured | £6,500,000 | Filled |
| Stock | £1,250,000 | Filled |
| Claims, last 5 years | 2 claims, £84,300 paid | Filled |
| Sprinklers | Site 1 only | Filled |
| Flood defences | Not found in any document | Missing |
| For the client: insurers will ask about flood defences at Site 2 (flood zone noted in the survey). Request drafted for your review. | ||
Evidence
Customer story · Compre
Before
Loss runs, bordereaux and policy documents arrived in every shape. Someone had to standardise them before anyone could compare.
With Parsewise
The portfolio in one place, every figure traced to its page, anomalies and gaps flagged for review.
Compre uses Parsewise for portfolio acquisition diligence and claims reconciliation.
Compre, Thinksurance, Pathfinder Insurance and Steward Risk use Parsewise on complex insurance information.
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Questions
Parsewise is SOC 2 Type II audited (report available under NDA) · UK & EU GDPR. Documents are hosted and processed in Europe, including model inference, and your data is never used to train models. We sign an NDA before you send anything.
Yes. Remove or replace client names, addresses, contact details and anything else you'd rather not share. Keep the limits, excesses, premiums, dates and wording, since those are what we compare and check.
For a quote comparison: the client brief or submission and the quotes you received. For a policy check: the agreed terms (binder, slip or quote you accepted) and the issued policy. PDFs, Word, Excel and scans all work.
We walk through the output with you in a 20-minute call. If it holds up, the next step is a paid one-year pilot on live work, priced on your volume. If it doesn't, you walk away and owe nothing.
We delete your documents within 7 days after the end of the pilot.
Nothing. The test run is free and there's no commitment.
Neither. Parsewise isn't an insurer. We build tools for insurance professionals, and your brokers make every decision.
Start the test run
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