Compass is a document comparison tool for insurance professionals. Upload up to eight documents — policies, quotes, or a mix — and Compass reads them in full context. It produces two outputs: a broker-facing report that surfaces coverage changes, material differences, missing endorsements, and non-standard language across the uploaded documents, and a client-facing summary that can be downloaded as a PDF or presentation.
Compass identifies and organizes — it does not recommend. The broker report flags what changed, what's missing, and what language differs/exists between documents that would cause a material, non-standard affect on how risk is understood by the carrier during a claim. The broker interprets the findings, decides what matters for the account, and controls what reaches the client. An optional note field lets the broker guide the tone and focus of the client-facing summary or pptx generation.
Upload documents. Receive reports. Download as PDF or PPTX. No AMS integration required. No portal to learn. Policy data stays encrypted and segregated — Compass does not train on uploaded documents or share data across deployments.
