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Use case examples

Real workflows powered by CIAscan

Explore how teams across production, service, and executive roles put CIAscan to work. Each example spells out who benefits, what to upload, the output you can expect, and tips to get sharper results.

Use case 1

New business intake

Fast triage

For Producers, account managers
Upload
1-3 policy PDFs from a prospect (dec pages, endorsements).
You get
A concise coverage summary with named insureds, limits, deductibles, notable endorsements or exclusions, and renewal dates.
Why it helps
Skips manual skimming so you can qualify opportunities in minutes.
Tips
  • If multiple files, include the declarations first.
  • Name files clearly, for example "Acme GL 2024.pdf".
Use case 2

Side-by-side policy comparison

Our vs. Their

For Marketing, placement, renewal teams
Upload
Two policies (Our vs. Their) or two versions (Expiring vs. Proposed).
You get
A structured diff calling out material deltas like limits, sublimits, exclusions, retro dates, territory, and forms that changed.
Why it helps
Makes negotiations specific and defensible.
Tips
  • Use the uploader roles to label documents as Our and Their.
  • Ask follow-ups such as "Where did cyber sublimits change?" to sharpen the diff.
Use case 3

Contract requirements check

For Risk managers, CSRs, client service
Upload
Client contract or vendor agreement plus the relevant policy.
You get
A gap analysis mapping the contract insurance clauses to the coverage the policy actually provides, including page-tagged citations.
Why it helps
Faster compliance checks and highlights missing endorsements early.
Tips
  • If the contract is long, upload the insurance section as a separate PDF too.
Use case 4

Proposal drafting

Client-ready

For Producers, marketing
Upload
Finalized policy documents or binders.
You get
A client-facing proposal with an executive summary, coverages, limits, key endorsements, notable exclusions, and a value narrative.
Why it helps
Reduces busywork and keeps formatting consistent.
Tips
  • After generation, prompt follow-ups like "Rewrite for a CFO reader in 200 words" or "Add a one-slide bullet summary".
Use case 5

Renewal prep and remarketing brief

For Account managers, analytics
Upload
Prior year policy plus the current submission packet.
You get
A renewal brief summarizing expiring terms, loss-sensitive items, and target changes to seek from the market.
Why it helps
Gives underwriters a crisp snapshot and keeps internal stakeholders aligned.
Tips
  • Include loss runs if available so the assistant can call out large drivers.
Use case 6

Post-bind QA

Forms and endorsements check

For Service and QA teams
Upload
Bound policy package.
You get
A checklist view of required forms or endorsements and any deviations from the quoted intent.
Why it helps
Catches issuance issues before delivery.
Tips
  • Ask "List any endorsements that restrict coverage compared to the quote."
Use case 7

Claims or incident quick read-in

For Claims advocates, consultants
Upload
Policy sections relevant to the incident plus the incident summary.
You get
A focused extraction of triggers, exclusions, notice provisions, sublimits, and documentation requirements.
Why it helps
Speeds up the first response and expectation setting with clients.
Tips
  • Include specifics like date of loss, location, and parties to tighten guidance.
Use case 8

Executive summary for non-insurance stakeholders

For CFO, founders, board members
Upload
Final policy or proposal.
You get
A one-page plain-language brief covering what is covered, what is not, major limits, and key risk caveats.
Why it helps
Aligns decisions without jargon.
Tips
  • Ask "Remove acronyms and define terms inline." for plain language output.

General tips

  • Prefer searchable PDFs over scans. If you only have scans, upload the clearest copy available.
  • Use descriptive filenames because they become labels inside the workspace.
  • After results render, ask follow-ups such as "Show page citations for exclusions only" or "Make a comparison table."

Important note

CIAscan is an AI assistant. It can miss context in complex documents. Always verify critical details such as limits, deductibles, retro dates, named insureds, and endorsements against the source policy before relying on any output.

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