Policy review for commercial agencies
Built for commercial insurance, the simpler, and more efficient approach to the way agencies work.
Saro compares expiring policies against newly issued documents and returns a clear discrepancy report with page-cited findings—without forcing your team into new software.
Over 180+ Commercial Independant Insurances Agencies In Practice.
SaroAI review workflow
● ANALYZING
Renewal policy received • 142 pages
BASELINE PDF
Commercial Auto
Policy 2025
NEW PDF
Commercial Auto
Policy 2026
3 discrepancies flagged with page references
POLICY REVIEW
IN MINUTES
NO AMS
INTEGRATION
BUILT FOR
COMMERCIAL LINES
The operational cost
01
100+ pages to compare
Dense schedules, endorsements, and declarations create eye fatigue before the real review begins.
02
Subtle changes get missed
A new exclusion or altered limit can hide in plain sight—and create unnecessary E&O exposure.
03
New software adds friction
AMS projects are slow and expensive. Policy review needs a direct, reliable workflow—not another rollout.
Document-to-document intelligence
Meet the Saro Variance Engine.
SaroAI preserves tables, schedules, and policy structure while comparing what changed between two policy documents. Your team receives a prioritized, page-cited summary by email.
✓ Compares baseline vs. newly issued policy
✓ Flags the changes that matter
✓ Cites exact pages for verification
Variance analysis
Named insured • Match
VERIFIED
Deductible • $1,000 → $2,500
PAGE 18
New exclusion • Hired Auto
PAGE 42
The SaroAI process
01
Forward the new policy email and attach the baseline policy.
02
SaroAI ingests both policy PDFs and preserves their structure.
03
AI parses and compares declarations, schedules, and endorsements.
04
SaroAI identifies discrepancies and attaches page references.
05
Your team receives a clear review report and follows up with the carrier.
The review checklist, automated
SCHEDULE
Missing vehicles
COVERAGE
Deductible increases
ENDORSEMENT
New exclusions
LIMITS
Coverage limit changes
POLICY FORM
Endorsement changes
SCHEDULE
Property & location changes
INSURED
Named insured changes
REVIEW
Other stealth policy changes
Built around agency reality
No AMS integration required
Get value without an implementation project or system migration.
Fits directly into email
Use the inbox workflow your account managers already know.
Faster turnaround
Give account managers the time back to serve clients and solve exceptions.
More consistent review
Apply the same review discipline to every renewal and endorsement.
Reduced operational drag
Keep policy review moving without adding handoffs or rework.
Findings you can verify
Every important change comes with a page reference for a faster final check.
Clear output, faster verification
A discrepancy report your team can act on immediately.
SaroAI does not bury your team in a black box. It returns structured, readable findings that make a final human review fast and confident.
Renewal variance report
3 FINDINGS
Vehicle 04 missing from current schedule
P. 31
Collision deductible changed from $1,000 to $2,500
P. 18
New exclusion added: Hired Auto Liability
P. 2
See Saro in action
See how policy review can run in minutes, not hours.
Book a working session for agency principals and operations leaders. We’ll show the document comparison workflow, the report output, and what adoption looks like for your team.
Works through the email workflow your team already uses.
Frequently asked questions
Questions from agency leaders.
Do we need to integrate with our AMS?
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What types of policies does SaroAI support?
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How quickly do we receive results?
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Does SaroAI provide page references?
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Can we review baseline versus renewal policies?
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Is this built for independent agencies?
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