A Summary of Insurance Without Losing the Afternoon

Every account manager has built one. The client needs a summary of their entire program, every policy, carrier, limit, deductible and premium, usually because a lender or a vendor is asking for it.

So you open the workbook. Tab by tab, policy by policy. Retyping dec page details into a template, checking you didn't fat-finger a limit, formatting the premium column for the third time.

One step instead of one afternoon

Upload the bound policies to ennabl AI and ask for a summary of insurance. You get back a single, polished PDF with:

• Named insured and program period
• A clean schedule of every policy, with limits, deductibles and premiums
• A totaled premium row

Need exposure detail? It can add the vehicle schedule, workers' comp class codes, the GL exposure basis and inland marine items.

The result is one cohesive document the client can read top to bottom and hand straight to their lender. The information was always in the policies. Pulling it into something presentable shouldn't cost you an afternoon.

Try it free at ennabl.ai