Transform Complex Insurance Policies into Actionable Summaries.
PolicySum distills insurance policies into clear, structured summaries, reducing review time by up to 80% for operations, compliance, and client onboarding.
Built for insurance brokers, compliance teams, and operational leaders who need fast, accurate understanding of policy contents without manual review delays.
Policy document overload slows your business
If your team processes multiple policies daily, these are your hidden bottlenecks.
Time-Consuming Manual Reviews
Reviewing policies line-by-line takes hours of high-cost team time.
Risk of Missed Exclusions & Clauses
Critical terms buried deep can be missed, creating operational and legal exposure.
Inconsistent Summary Quality
Different team members interpret policy documents differently, leading to errors and rework.
Delayed Client or Operational Decisions
Slow summarization stalls onboarding, approvals, and implementation timelines.
Policy Summarization, Done for You
PolicySum delivers clarity and consistency, transforming your document review workflows.
Fast, Accurate Summaries
Receive structured summaries highlighting limits, exclusions, conditions, endorsements, and more within hours.
Custom Formatting & Outputs
Get summaries formatted for your CRM, compliance, or onboarding workflows.
Secure Processing
Uploaded policies are processed securely and deleted per your data retention preferences.
Get Started in 3 Simple Steps
Streamline your policy document workflow today.
Upload Your Policy Documents
Upload PDFs or Word documents securely to our platform.
Receive Structured Summaries
We process and deliver summaries tailored to your operational needs.
Integrate Into Workflows
Use outputs for onboarding, compliance reviews, and internal knowledge management.
Upload Your Policy Documents
Upload PDFs or Word documents securely to our platform.
Receive Structured Summaries
We process and deliver summaries tailored to your operational needs.
Integrate Into Workflows
Use outputs for onboarding, compliance reviews, and internal knowledge management.
See PolicySum in Action
Watch how we transform your complex insurance policies into clear, actionable summaries, done for you with precision and speed..
Our team delivers these structured summaries directly to you, saving hours of manual review per policy.
Strategic Bonus Timeline
Unlock extra support exactly when you need it most.
Upon Setup
Policy summary template customization
30-Day
Implementation Bootcamp ($997 value)
90-Day
Quarterly optimization session ($3,000/year value)
6-Month
VIP Tech Concierge ($2,400/year value)
Priority Setup
Fast-track your PolicySum onboarding.
Early Feature Access
Try new summarization capabilities before public release.
VIP Support Tier
Receive front-of-line support and processing prioritization.
Zero Risk Guarantee
We’re confident PolicySum will transform your document workflows.
First Summary Satisfaction Guarantee
If your first summary isn’t up to your standards, we’ll revise it for free or refund your processing fee.
Frequently Asked Questions
Answers to your top questions about getting started and maximizing PolicySum.
PolicySum is an AI-powered summarization service that converts insurance policy documents into structured, operational summaries quickly and accurately.
PolicySum is built for insurance brokers, underwriting teams, compliance departments, and operational leaders who need fast clarity on policy contents.
No technical setup required. Simply upload your documents via our secure platform.
All documents are processed securely and deleted after your specified retention period. We comply with stringent data security standards.
Yes. Summaries can be tailored to your formatting, operational, or CRM import needs.
Typically within hours, depending on document length and complexity.
Yes. API integrations and custom output formatting are available upon request.