InsightProofing is one product in VerticalServe’s Insight broker suite. It stands on its own — upload four documents and it checks them — but it is designed to sit between the products that place a policy and the ones that use it afterwards.
transaction liability"] -.-> PL DI["InsightDueDiligence
insurance diligence"] -.-> PL PL["InsightPlacement
quote & bind"] -- "quote · binder · expiring" --> PR["InsightProofing
policy checking"] XT["InsightXtract
documents → fields"] -- "fields with page & confidence" --> PR PU["InsightPulse 360
company intelligence"] -- "client profile" --> PR PR -- "checked policy" --> AD["InsightAdvocate
claims advocacy"] RU["InsightRollup
agency acquisitions"] -. "acquired books
to check" .-> PR
Each connection, and what happens without it
| Product | With it | Without it |
|---|---|---|
| InsightPlacement | The quote, binder and expiring come from the placement record, where the two are connected. | The account manager uploads them. |
| InsightXtract | Carrier PDFs read through Xtract’s extraction contract, with page and confidence per field. | A stand-in reader reads text layers and text, page by page. |
| InsightPulse 360 | The client’s company profile and signals one lookup away. | The check runs the same; the profile is simply not shown. |
| InsightAdvocate | A checked, delivered policy is the record a claims advocate argues from. | — |
| InsightRollup | After an agency acquisition, the acquired book’s renewals can be put through the same checks and controls. | — |
What the suite shares
- One identity and one sign-in across products, with roles per product.
- One agent framework: the same pipeline, registry, autonomy dial, run trace and activity pages.
- One decision record and one Rules Studio service.
- One diligence core: workspaces, documents, playbooks, cited findings and reports — InsightProofing’s
policy_checkingpack is one of its packs. - One broker domain: roster, clients and carriers.
For the account team
Fewer uploads and re-keys when the binder comes from placement.
For broker IT
Signed lookups between products; shared packages rather than copied code; each product its own schema.
For practice leadership
Start with one product; add the next without a second integration project.
Questions we get asked
Do we need InsightXtract?
No. A stand-in reader handles text layers and text; Xtract adds scanned and complex PDFs with confidence per field.
Keep reading
The first ninety days, and how to measure it
One team, one renewal month, every action at ask first.
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Where the broker's E&O exposure hides in a policy
Not in the headline limit. In page four, the endorsement schedule and the renewal nobody compared.
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Checking policies at peak renewal
Four documents per policy, every carrier wording them its own way, and a season that arrives all at once.
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