Products
Four products for policy forms and state compliance
Use one or all four. Sage reads the forms in your Vault library, and the Word Add-in brings Sage into the document you're drafting.
AI agents
Sage
AI agents for policy forms: ask a question or hand it a policy.
Analyze coverage, exclusions and defined terms, compare forms, draft endorsements and review a form against state requirements, with every answer cited to the source.
- Coverage, exclusion and defined-term questions on your forms
- Form comparison across carriers and base vs. derivative forms
- Form drafting for endorsements and provisions
- Compliance review with red / yellow / green findings
- Filing readiness checks
- Readability optimization and document conversion
Inside Microsoft Word
Word Add-in
Check the form while you draft it, without leaving the document.
A Sage panel inside Microsoft Word: run compliance, readability and filing readiness checks on the open document.
- Compliance review of the open document
- Choose state, carrier type and line of business
- Readability scoring and plain-language rewrites
- Filing readiness checks before submission
- Ask Sage from inside Word
Form library
Vault
Your form library, connected to Sage.
Keep policy forms, endorsements, rates and rules in one library, organized by state, line of business, carrier and status. Sage analyzes and compares them with citations.
- Sage analyzes and compares forms straight from your library
- Upload forms, endorsements, rates, rules and SERFF exports
- Bulk upload with state, line, carrier and status tagging
- Form number, edition date and name captured automatically
- Dashboard by state, line of business and status
State checklists
Compliance
Pick a state, carrier type and requirement. Get a cited checklist.
On-demand checklists of what the law requires for cancellation, nonrenewal, renewal, claims and more, in all 50 states and DC.
- Admitted and surplus lines
- Cancellation, nonrenewal, renewal and conditional renewal
- Diligent effort and claims practices
- Notice period, content, permissible and prohibited reasons, penalties
- All 50 states and DC, with statutory citations
Try it on your next compliance question.
Free to start, with cited answers from day one.