Product

Upload your own forms

Compare your own forms against the admitted market. Upload a draft, non-admitted, specimen or proprietary form and see the closest filed forms and where the wording differs.

Bring documents that are not in the filings

Drag PDF forms into the FilingFocus Agent, or use /upload, for documents not already in FilingFocus: non-admitted, draft, specimen and proprietary forms, or coverages not yet in admitted filings.

  • Compare against admitted forms

    Uploaded forms are compared against admitted forms to identify differences in coverage, exclusions, limits, conditions and language.

  • Find the closest filed forms

    See the filed forms most like yours, with the carrier and edition behind each.

  • Create coverage diffs

    Compare an uploaded draft against a filed form, side by side.

An uploaded draft is compared with the forms already filed, and the answer says where it differs.Illustrative example.

Upload and ask

  1. 1Upload files or folders

    Individual form files or an entire folder of forms.

  2. 2Open the Agent

    Ask questions about your uploaded forms in the same chat.

  3. 3Compare and analyze

    Ask the Agent to compare your forms with admitted forms, or to analyze a specimen that is not in the filings.

Identify an unknown form

Identify Form finds similar filed forms and products from the document alone. No form name, product, company or state is needed to start.

  1. 1Upload the form

    Drag and drop it or click to upload.

  2. 2Form type is detected

    The form is assigned a type, such as application or endorsement. You can reassign it.

  3. 3Review the matches

    Results are ranked from 0 to 100 by how similar each filed form is to yours in content and structure.

  4. 4Compare

    Use the Compare button on any result to have the Agent compare your form with that one, highlighting key similarities and differences.

What teams use it for

  • Non-admitted against admitted

    Compare non-admitted forms against admitted forms to identify differences.

  • Specimens

    Get analysis on form specimens that are not in the filings.

  • Proprietary forms

    Analyze proprietary or custom forms alongside standard admitted forms.

  • Form variations

    Research how a form varies by carrier and state.

Who uses it

See it with your product

Name a carrier, a line or an objection you are working on and we will walk through it with you in a demo.

More of the product

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