Assess current coverage against practice risk
Packaged know-how that tells an agent how to do a job well.
You might say…
“I always renewed on autopilot and only realised the policy didn't fit my work after someone explained what it actually covered.”
What it does
Reviews current policies against the actual shape of the practice — engagement types, client size, liability exposure — and identifies where coverage is thin, excessive, or missing before renewal.
Trigger: Use ahead of an insurance renewal or after a significant practice change to decide what the policy actually needs to cover.
I/O: Current policy details + practice risk profile → gaps, over-coverage, and missing coverages identified
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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