The fastest way to adopt policy checking is not to switch everything on at once. Start with one team and one renewal month, let the agents prepare and the people decide, and measure the result from the product’s own record. This is a suggested plan, not a promise of outcomes.
Days 0–30: set it up
- Pick the lines. Property and GL renewals give the most varied forms; a mix teaches the taxonomy fastest.
- Review the taxonomy with two account managers: the synonyms your carriers use, the severities you care about.
- Set the controls to your standards — the large-account threshold, the premium-jump percentage, the late-delivery days.
Days 15–60: run one team
- Every policy through Check; every prepared decision answered. Labels confirmed as they appear.
- Corrections sent from the product so every one has a due date. (In this build, sending is a dry run until you connect mail.)
- Every delivery signed in the product, so the record is complete.
Days 60–90: measure
| Measure | From |
|---|---|
| Days from policy received to delivered | Stage history on each check |
| Policies delivered with no unresolved failure | Controls at delivery |
| Failures found per policy, by category | Proofing results |
| Carrier days to correct; overdue requests | Corrections |
| Undelivered 30+ days after inception | The late-delivery control |
| Agreement with each agent | The autonomy page |
| Labels taught; labels still unmapped | The taxonomy |
Write the definitions down before day 60, so the numbers mean the same thing in month four.
For the account team
One month of renewals is enough to feel the difference and teach most labels.
For broker IT
Every measure above comes from the product’s own tables; no separate tracking.
For practice leadership
Decide the next team on evidence, not on a demo.
Questions we get asked
What does a pilot need from IT?
A database, a model account if you want the agents’ reasoning on, and sign-in. Documents can be uploaded by hand.
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