Policy Quote Compare

Live Standard plan or higher · Team member

Industry: Life Insurance: this app appears only in company workspaces set up for that vertical.

Compare carrier PDFs you already have. Paste table into client email.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Policy quotes (2–5) (required): textarea field in the workspace
• Client context (optional): textarea field in the workspace
• Comparison focus (optional): multiselect field in the workspace

Primary action button: Generate summary

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Policy Quote Compare under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Try an example (optional): Click Try an example above the form to load demo values from the tutorial, then edit before you run.
6. Paste or type your document: On the Intake tab, add content to Policy quotes (2–5): paste text or use Try an example to load a demo, then edit before you run.
7. Complete additional inputs: In Workspace, fill Client context, Comparison focus before you run.
8. Run the app: On the Intake tab, click Generate summary. Review output on the Result tab and download if needed.
9. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Policy quotes (2–5)

=== QUOTE 1: Corebridge ===
Source: corebridge-term-20.pdf
Term 20, $750,000 death benefit, $142/mo preferred non-tobacco, conversion option to permanent, waiver of premium rider quoted.

=== QUOTE 2: North American ===
Source: na-term-20.pdf
Term 20, $750,000 death benefit, $138/mo preferred plus, child rider optional, accelerated death benefit included.

Upload 2–5 quote PDFs or paste extracted text: one block per carrier.

Client context

Male 42, preferred health, $750k term for income replacement, two dependents

Age, health class, coverage goal: helps align the comparison.

Comparison focus

premiums and death benefit

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Summarize for a client email in plain language (no legalese).
• List only deadlines, dollar amounts, and party names found in the text.
• Highlight exclusions and risks an agent should double-check.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (summary)

• Overview: 2–3 sentences on document type and parties
• Key terms: Coverage limits, dates, amounts you provided
• Risks / gaps: Exclusions or missing data called out explicitly
• Next steps: What a human should verify before client use

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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