Drop the policy PDF. AI reads coverage, deductibles, exclusions, endorsements — and gives you a plain-English summary you can share with a client. Free with every CADsuite CRM.
Included with every CADsuite CRM · No add-on fee
Coverage A, B, C, D — limits, deductibles, sub-limits. Extracted from the declaration + form pages.
Cosmetic damage, wear-and-tear, wind/hail limitations, sublimits — surfaced before you write the estimate.
Every endorsement listed with plain-English description. Ordinance & Law. Roof depreciation schedule. Named perils.
Two carriers side-by-side. Delta the coverage. See what changed year over year.
Print-ready summary for the insured. Coverage, deductibles, exclusions — no legalese.
Attach the policy PDF to any claim. Coverage summary auto-drops into the claim file.
What ships with Policy Review — free with every CRM.
Policy Review ships free with every CRM. Add it to any bundle.
Every CRM includes Policy Review at no extra charge.
Standalone — $49 / month for shops that don't need a CRM. Unlimited policy reads.
One-off — $5 per policy review. Upload the Dec page + policy, pay $5, we email back the review PDF. No account. All sales final.
