PolicyWise

Turn policy links, documents, and sales materials into a reviewable risk checklist.

PolicyWise is a workspace for organizing insurance materials and reviewing policy terms.

You can import insurance links, sales text, PDFs, images, photos, and documents into one case. The app helps classify materials such as main agreements, policy terms, health disclosures, supplemental agreements, and sales notes, then generates a free risk preview, full report, comparison view, and export package.

Key features:

• Create a case from insurance links or sales text
• Import PDFs, images, TXT, DOCX, and photos
• Classify agreements, terms, health disclosures, and supplemental materials
• Generate top risk points, claim dispute scenarios, and follow-up questions
• Unlock full risk explanations, source references, and export lists
• Compare two completed cases side by side
• Export grouped materials for review

Notes:

• Sign in with Apple and email sign-in are supported
• Full report unlock and subscription access are provided through App Store in-app purchases
• Auto-renewable subscriptions are subject to the Apple Standard EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
• App output is for information organization and risk reference only. It is not legal advice, insurance sales advice, or a claim approval guarantee.