Checkk AI is an artificial‑intelligence platform for independent P&C insurance agencies that automates policy reviews, quote comparisons, and proposal generation. By integrating with agency management systems such as HawkSoft, Vertafore AMS360, and WorkSmart, it extracts data from policy PDFs, identifies coverage gaps, normalizes multiple carrier quotes, and creates branded proposals in minutes, reducing manual review time by up to 75% and improving accuracy.
Funding
Funding not disclosed
Founders
Product
Problem
Independent P&C insurance agencies spend 30–60 minutes per policy manually reviewing documents, comparing multiple carrier quotes, and creating proposals, which is error‑prone and limits capacity for sales and client service.
Solution
Checkk AI provides an AI‑driven platform that automates policy review, quote comparison, and proposal generation for independent insurance agencies. Users connect their existing agency management system (HawkSoft, Vertafore AMS360, or WorkSmart), upload policy PDFs or pull data directly, and receive instant coverage analyses, side‑by‑side quote comparisons, and ready‑to‑send branded proposals. The AI identifies coverage gaps, flags discrepancies, and highlights differences across carriers, reducing review time to under five minutes while improving accuracy and mitigating E&O risk. Results are delivered through a secure, encrypted workflow that integrates seamlessly with the agency’s current systems, allowing staff to focus on selling and servicing clients.
Target Audience
Checkk AI is designed for independent property and casualty insurance agencies that use agency management systems such as HawkSoft, AMS360, or WorkSmart and need to streamline policy checks, quote analysis, and proposal creation.
Features
- AI‑powered policy review that extracts coverage details from PDFs, detects gaps, missing endorsements, and discrepancies in minutes
- Automated side‑by‑side quote comparison that normalizes coverages across multiple carriers and highlights key differences
- One‑click proposal generation with professional branding, pulling data directly from the connected AMS
- Native integrations with HawkSoft, Vertafore AMS360, and WorkSmart for real‑time data sync and workflow automation
- Secure data handling with encryption; AI models do not retain or train on uploaded policy information
- Quick onboarding: agencies can connect their AMS and start using the platform within 15 minutes