Catalyit Team Review

Making Policy Checking and Proposals a Breeze
Published: March 27, 2025

Summary:
Powerbroker AI performs tedious back-office tasks like policy checking, document comparison, and proposal generation. It can free up your team to focus on building client relationships and boosting revenue. The bottom line is that it helps agencies save time, reduce manual effort, and work smarter with AI-powered tools.

Key Features:

• AI-Powered Policy Checking: Powerbroker AI reviews policies for exclusions, omissions, and inclusions, generating a detailed report. It halves compliance-checking time while minimizing errors and omissions (E&O) risks.
• Document Comparison: It quickly highlights differences in various documents, such as quotes, policies, and binders. This makes spotting errors and maintaining consistency easier, especially during renewals.
• Proposal Generation: Powerbroker AI can auto-generate professional, customizable, ready-to-use client proposals from carrier quotes, saving tons of time.
• Getting started is simple: You don’t need fancy tech skills. Just email your documents, and Powerbroker AI handles the rest. This "email-first" design ensures that even tech-wary users can begin quickly without a steep learning curve.
• Email Security: It matches the security most agencies already rely on. Advanced options like SharePoint integration and API workflows are in the works. You control how long data is stored and can delete it anytime. And, it’s SOC 2 Type 1 compliant, with even stricter certifications coming soon.

What's Next?
Powerbroker AI is growing fast. Here’s what’s on the horizon:

• Deeper Integrations: Think Applied Epic and Vertafore AMS360.
• Automated Reporting: Soon, it’ll help identify cross-sell and upsell opportunities.
• Secure Portals: A web-based option for uploading and downloading documents is under development.

Final Thoughts:
Powerbroker AI isn’t trying to reinvent the wheel—instead making the wheel  roll a lot smoother (and so much faster!). It’s ideal for agencies looking to reduce repetitive tasks and get more done, faster. And with new features and integrations in the pipeline, it will only get better. If you’re looking for efficiency without overhauling your entire workflow, Powerbroker AI might be the tool for you.

* Unbiased review based upon information and insights available.