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Insurance Policy Summary

Summarize Insurance Policies & Claims in Minutes

12 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Insurance Policy Summary

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Workflow

Insurance Policy Summary

Overview

CaseMark's Insurance Policy Summary skill transforms complex insurance policies, endorsements, and claims files into structured, litigation-grade summaries with pinpoint citations. The AI extracts and organizes policy terms, coverage positions, claims chronologies, and financial data into a comprehensive analysis that supports coverage strategy and dispute resolution.

Reviewing insurance policies, endorsements, and claims files for coverage analysis is one of the most time-intensive tasks in insurance litigation. Attorneys must manually cross-reference policy language, track endorsement modifications, build claims chronologies, and identify legal issues across hundreds of pages—often under tight deadlines with incomplete documentation.

CaseMark automates the heavy lifting of insurance policy review by analyzing your complete policy stack and claims file simultaneously. The AI produces a structured, citation-backed summary covering everything from policy inventories and endorsement effects to coverage positions and bad faith indicators, giving your team a litigation-ready foundation in minutes instead of days.

How it works

  1. 1. Upload your insurance policies, endorsements, declarations pages, claims files, and correspondence

  2. 2. AI analyzes policy terms, exclusions, conditions, and claims handling with pinpoint citations

  3. 3. Review the structured summary including coverage analysis, chronology, and legal issues

  4. 4. Export the litigation-ready summary in your preferred format (DOCX, PDF)

What you get

  • Executive Summary

  • Policy Inventory

  • Endorsements and Modifiers

  • Coverage Analysis

  • Claims Chronology

  • Parties and Roles

  • Financials

  • Coverage Positions

  • Legal Issues and Dispute Drivers

  • Gaps and Missing Information

What it handles

  • Comprehensive policy inventory with limits, deductibles, and endorsement tracking

  • Citation-backed coverage analysis mapping insuring agreements, exclusions, and conditions

  • Automated claims chronology with dates, actors, amounts, and coverage positions

  • Financial summary consolidating reserves, payments, demands, and exposure estimates

  • Legal issues identification including ambiguity points, bad faith indicators, and choice-of-law implications

  • Gap analysis flagging missing endorsements, unclear periods, and incomplete records

Required documents

  • Insurance Policies & Declarations

    Complete insurance policies including declarations pages, coverage forms, and all attached schedules

    .pdf, .docx

  • Endorsements & Modifiers

    All policy endorsements, riders, and coverage modifications applicable to the policies at issue

    .pdf, .docx

  • Claims Correspondence

    Claims file materials including notice of loss, reservation-of-rights letters, denial letters, and coverage correspondence

    .pdf, .docx, .msg, .eml

Supporting documents

  • Loss Documentation

    Loss facts, incident reports, damage assessments, and timeline documentation related to the triggering event

    .pdf, .docx

  • Prior Coverage Opinions

    Any existing coverage opinions, memoranda, or analysis from prior counsel or coverage counsel

    .pdf, .docx

  • Pleadings & Court Filings

    Complaints, answers, or other pleadings from related coverage litigation or underlying actions

    .pdf, .docx

Why teams use it

Reduce policy review time from hours to minutes while maintaining citation-level accuracy

Instantly surface coverage gaps, exclusion triggers, and ambiguity points across complex policy stacks

Generate organized claims chronologies and financial summaries ready for litigation strategy sessions

Identify missing documents and information gaps early to strengthen your coverage position

Questions

What types of insurance documents can CaseMark analyze?

CaseMark processes a wide range of insurance documents including policies, declarations pages, endorsements, schedules, reservation-of-rights letters, denial letters, claims correspondence, and coverage dispute materials. The AI handles both commercial and personal lines policies across all major coverage types.

How does CaseMark handle policy endorsements and modifiers?

CaseMark automatically identifies and catalogs each endorsement, mapping its effect on coverage with date and version tracking. The AI cross-references endorsements against the base policy to surface conflicts, expansions, or restrictions that impact the coverage analysis.

Are the summaries cited back to source documents?

Yes, every key finding in a CaseMark insurance policy summary includes pinpoint citations back to the source document. Critical policy language is quoted verbatim with specific references, making the output suitable for litigation strategy and court filings.

Can CaseMark identify bad faith or extra-contractual exposure?

CaseMark flags potential bad faith and extra-contractual exposure indicators based on the claims handling timeline, coverage positions taken, and correspondence patterns. While it does not render legal opinions, it surfaces the factual predicates that attorneys need to evaluate these risks.

How does the tool handle multi-policy or multi-period coverage situations?

CaseMark maps coverage across multiple policies and policy periods, identifying primary vs. excess relationships, other-insurance clauses, and allocation issues. The policy inventory table provides a clear overview of all policies at issue with their respective limits and coverage types.

What if my claims file is missing key documents?

CaseMark includes a dedicated Gaps and Missing Information section that flags missing endorsements, unclear policy periods, incomplete schedules, and other documentation deficiencies. This helps you identify what additional materials to request before finalizing your coverage analysis.

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