Add official PDFs
Bring approved policy wording, advisor guides, riders, and summaries into one workspace.
Carrier wording intelligence for brokers
ClauseAI
Ask policy questions. Compare products. Verify every answer against official carrier wording.
Official sourcesPage-level citationsBroker-reviewed facts
SEE THE EVIDENCE
The answer is only useful when the wording is verifiable.
Watch a pre-approved sample move through research, comparison, and evidence review using the same patterns available inside the broker workspace.
Live product walkthrough
Automatically cycling through pre-approved demo evidence.
ASK CALOanswered
Short answer
Yes. EQ Term plans can be converted to an Equitable permanent policy without evidence of insurability, subject to the applicable deadline and policy requirements.
Internal broker research draft. Verify the cited wording before client use.
HOW IT WORKS
From carrier PDF to reusable broker evidence.
Review facts
Approve, edit, reject, or flag extracted facts before they become reusable evidence.
Build source packs
Group related documents into a product-level evidence base with source authority intact.
Ask and compare
Research wording and compare products with page-level citations back to the carrier source.
CONTROLLED BY DESIGN
Broker judgment stays in the loop.
ClauseAI supports internal product research. It does not replace suitability, underwriting, compliance, or verification against issued policy documents.
01
Evidence stays visible
Every useful conclusion stays connected to a carrier excerpt and page reference.
02
Review controls reuse
Pending or rejected facts remain review items and cannot silently become final answers.
03
Missing evidence is not hidden
When the selected sources cannot support a conclusion, ClauseAI keeps the gap explicit.
Ready to inspect the wording behind the answer?
Open the private broker workspace.