The AI does the prep.
You make the call.
Finsuri reads every policy, renewal, contract and quote the moment it arrives — extracts the terms, builds your client book, and surfaces the gaps. The busywork disappears. The judgement stays yours.
Agents run on memory and goodwill.
You juggle 50–500 active policies across multiple carriers and lines. The data already exists — it's just trapped in documents nobody has time to transcribe.
A third of the day, retyped
30–40% of a producer's time goes to keying schedules into CRMs and spreadsheets that were obsolete the moment they were filled in.
Nothing remembers the book
Schedules land on WhatsApp. Renewals by email. Contracts sit in shared drives. No single place holds the whole client picture.
Exposure surfaces at the claim
A shortfall against a contract clause stays invisible until a claim crystallises it — and by then it has become the agent's problem.
Forward a document.
Finsuri does the rest.
No imports, no onboarding spreadsheet, no forms. The client book builds itself from the documents you already handle.
Forward anything
Drop a renewal schedule, policy wording, quote or contract — by email, or straight onto your workspace. WhatsApp forwarding is coming soon.
Finsuri extracts
Terms, limits, dates, carrier and client are parsed and matched to the right record — confidence-scored, with no form to fill.
You make the call
Read a plain-English summary, see exactly what changed at renewal, and act on the gaps. Finsuri preps the work — the decision is yours.
Every job around a policy,
already done for you.
Structured policy review
A three-bullet, client-ready summary of any policy — plus a clear diff against the expiring terms at renewal.
Coverage gap analysis
Runs on every new document. Flags critical and advisory gaps, each one citing the clause or contract it derives from.
Quote comparison
Side-by-side comparison artifacts scoped per line of business — premium, brokerage, limits and terms, normalised.
Submission drafting
Compose a carrier-ready submission from data you've already supplied — per-carrier tabs, clean plain-text body.
Wording Q&A
Ask any policy in your book a plain-English question. Get an answer with the exact clause number cited back.
Market appetite tracker
A self-populating matrix of which carriers are writing what — built passively from your own bound and declined signals.
It catches the gap
before the claim does.
Gap analysis re-runs the moment anything changes — a new contract, a renewal, an endorsement. Material issues escalate to your workspace; everything else waits quietly in the client record until renewal.
Cited, never asserted
Every finding points to the specific clause or contractual obligation behind it, so you can verify before you raise it.
Severity that means something
Critical gaps escalate to alerts you see at login. Advisory gaps stay in the file for the next renewal conversation.
One click to the fix
Turn any gap into a drafted note to the incumbent carrier — pre-filled with the exposure and the recommended action.
TPL limit insufficient for project contract
LTA Contract C-2026-118 requires SGD 10M TPL minimum. Renewal proposes SGD 5M — a material shortfall.
Faulty design exclusion limits extension
New SGD 750k T&C extension is undermined by Exclusion 7d — design-related failures excluded.
Producers stopped
doing the busywork.
“By the time I'm off the call with a client, Finsuri has already read the schedule, flagged the two gaps and lined up the renewal. I spend my day advising — not transcribing PDFs into a spreadsheet.”
“It found a TPL shortfall against a construction contract that I'd have caught at renewal — three months too late.”
“My client book built itself out of forwarded WhatsApp PDFs. I never opened a single form.”
“Quote comparisons used to take an afternoon. Now I send a client-ready table before lunch.”
“The wording Q&A answers coverage questions with the clause number attached. I quote authority, not memory.”
Stop typing.
Start advising.
Be first to run Finsuri on your own book. Join the waitlist and we'll process a handful of your real documents the moment your seat opens.