The Process

From policies to clarity,
in three simple steps

Most people haven't really read their insurance policies since they signed them. We built a process that makes understanding them effortless.

📤
Upload Your Documents
PDF, photo, or any format you have
01

Upload your policies

Drop in your home, auto, umbrella, renters, or life insurance policies. Don't have the PDF? A photo works. You don't need everything — start with whatever you have.

  • Home, auto, umbrella, renters, life — all covered
  • PDF, image, or any readable format
  • Bank-level encryption — your documents are private
  • No account required to get started
02

Receive your review

Our analysis reads every line of your policy and looks for what most people miss: gaps, overlaps, outdated limits, exclusions buried in the fine print, and savings you haven't claimed.

  • Coverage limits compared to current replacement costs
  • Gaps identified — what's exposed and unprotected
  • Duplicate coverage flagged across all policies
  • Exclusions explained in plain language
  • Discounts and savings opportunities surfaced
Analysis Running
Usually complete in under 5 minutes
Your Personalized Report
Clear, actionable, and yours to keep
03

Make informed decisions

You receive a clear, actionable report that tells you exactly where you stand — while you can still do something about it.

  • Executive summary — one page, all key findings
  • Risk score — overall coverage health at a glance
  • Agent discussion guide — specific questions to bring up
  • Savings opportunities ranked by dollar value
  • PDF export to share with your agent or advisor

Ready to know exactly where you stand?

Start with the free Insurance Mistake Finder — no account, no commitment, no jargon.

Find My Coverage Gaps — Free → See Sample Report