Stop Digging Through PDFs. Ask PolicyIQ.
Ask plain-English questions about your insurance policy documents and get instant, cited answers — with page references you can verify.
Your Agents Shouldn't Spend 15 Minutes Searching for One Answer
Insurance agents waste hours every week digging through policy PDFs to answer client questions — flipping through endorsements, cross-referencing coverage forms, deciphering legal language.
PolicyIQ lets your team type a question in plain English and get the answer in seconds — with a citation linking to the exact page and paragraph in the source document.
How PolicyIQ Works
Three steps. No training required. Your team can start asking questions in minutes.
Send Us Your Policies
Send your policy PDFs to Applied AI Partners — coverage forms, endorsements, declarations, conditions. We upload, process, and index every page for you, including scanned documents.
Ask a Question
Type any question in plain English: "Does this policy cover water damage from a burst pipe?" PolicyIQ translates your question into formal policy language and searches across all relevant documents.
Get a Cited Answer
Get a clear, plain-language answer with clickable citations showing the exact document, page number, and relevant text. Verify any answer with one click.
See PolicyIQ in Action
Built for How Insurance Agents Work
Cited Answers You Can Trust
Every response includes linked citations to the source document with page numbers and relevant snippets. Color-coded confidence levels show you how grounded each answer is in actual policy text.
- Green: Grounded in policy text
- Yellow: May include inference
- Orange: Limited policy match
Understands Insurance Language
Ask "does it cover water damage?" and PolicyIQ automatically expands your search to include flood, burst pipes, water backup, sewer overflow, and related policy terms. No need to know the exact legal wording.
Multi-Document Search
PolicyIQ doesn't just search one document — it automatically identifies which policies, endorsements, and coverage forms are relevant to your question and synthesizes a complete answer across all of them.
Built-In Training Tab
Upload your onboarding manuals, SOPs, and new hire checklists into a dedicated Training section. New employees ask plain-English questions and get cited answers — without interrupting your senior agents every five minutes.
Managed Setup & Support
Applied AI Partners handles your entire setup — document uploads, user invitations, and ongoing support. You focus on serving clients while we keep PolicyIQ running smoothly.
Conversation Memory
Ask follow-up questions naturally. "What about if the damage was from a flood?" — PolicyIQ understands context from your conversation history and resolves follow-ups automatically.
Gap Tracking
PolicyIQ logs questions it can't answer confidently, so admins can see what's missing from their document library. Know exactly which policies to upload next.
What Agencies Are Saying
"We used to put clients on hold just to dig through PDFs. Now our agents get answers while the client is still on the line. PolicyIQ paid for itself in the first week."
Agency Principal
Independent P&C Agency, 12 agents
"Our new hires can answer policy questions on day one instead of shadowing a senior agent for weeks. It's completely changed our onboarding process."
Operations Manager
Regional Insurance Group, 8 agents
What Agents Ask PolicyIQ
During Client Calls
"Does this homeowner's policy cover mold remediation?" — Get the answer while the client is still on the phone instead of calling them back later.
Explaining Coverage
"What are the exclusions on this commercial property policy?" — Get a clear summary you can walk the client through, with source references if they want to see the actual language.
Training New Agents
"What's the difference between occurrence and claims-made?" — New agents can learn policy details on demand without pulling a senior agent off their work.
Simple, Transparent Pricing
No hidden fees. No per-query charges. Unlimited searches.
$130
per agency / month
+ $20
per user / month
- Unlimited policy searches
- Unlimited document uploads
- Training tab — onboard new hires with your own manuals & SOPs
- Managed setup & support
- Gap tracking & analytics
$104
per agency / month
billed annually ($1,248/yr)
+ $16
per user / month
billed annually ($192/yr)
- Everything in Monthly
- 20% discount (billed annually)
- Priority support
- Early access to new features
Example: A 5-person agency pays $230/mo (monthly) or $184/mo equivalent (annual).
Bundle multiple tools for additional discounts — ask us about our multi-tool pricing.
More on AI Policy Search
Deeper reads on how AI policy search tools work and where they fit in your agency.
Comparison
Best Policy Search Tool for Insurance Agents in 2026
What to look for in an AI policy search tool, how PolicyIQ compares, and why ChatGPT alone isn't enough.
Read article →How it works
How AI Answers Insurance Policy Questions in Seconds
A look under the hood at hybrid search, query expansion, and cited answers — and why they matter for client work.
Read article →Free guide
Stop Digging Through PDFs — The Agent's Playbook
A free guide for agencies cutting policy lookup time from minutes to seconds with AI-powered search.
Get the guide →PolicyIQ Questions
What types of documents can PolicyIQ search?
PolicyIQ works with any PDF insurance document — coverage forms, endorsements, policy declarations, common policy conditions, and more. It handles both digital and scanned PDFs with built-in OCR.
How accurate are PolicyIQ's answers?
Every answer is grounded in your actual policy documents with color-coded confidence levels. High-confidence answers are pulled directly from policy text. You can click any citation to verify the source yourself.
Is PolicyIQ secure for sensitive insurance documents?
Yes. PolicyIQ uses role-based access control so agents only see documents assigned to their group. All data is encrypted in transit and at rest. Documents are stored securely and never shared across agencies.
How long does it take to set up PolicyIQ?
Most agencies are up and running within a day. Send your policy PDFs to Applied AI Partners, accept your invites, and start asking questions. No complex integrations or IT support required.
Can different teams see different policy documents?
Yes. Admins can create groups and assign specific documents to each group. Personal lines agents see personal lines policies, commercial agents see commercial policies — fully configurable.
What happens when PolicyIQ can't find an answer?
PolicyIQ logs unanswered questions automatically so admins can see gaps in their document library. This helps you know which policies to upload next and continuously improve coverage.
What is the Training tab?
A dedicated section where agencies upload training documents, onboarding manuals, SOPs, and new hire checklists. New or junior employees can search it with plain-English questions and get cited answers — so they're not constantly interrupting senior agents with routine questions. It turns your internal knowledge base into an on-demand training assistant.
Ready to Stop Digging Through PDFs?
Sign up today and see how PolicyIQ transforms the way your agency handles policy questions.
Not sure if AI is right for your agency? Take the free AI quiz →