← All workflows

Insurance Policy Summary

Summarize Insurance Policies & Claims in Minutes

12 minutes with CaseMark

Run this workflow

Run it in CaseMark

Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Insurance Policies & Declarations
  • Endorsements & Amendments
  • Claims Correspondence

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Insurance Policy Summary skill transforms complex insurance policies, endorsements, and claims files into structured, citation-backed analyses ready for coverage litigation and dispute resolution. It maps insuring agreements to exclusions, tracks claims chronologies with coverage positions, and identifies the legal issues driving disputes—all with pinpoint citations to source documents.

Insurance coverage analysis requires painstaking review of lengthy policies, dozens of endorsements, and voluminous claims files. Attorneys spend hours cross-referencing policy provisions against loss facts, tracking coverage positions across correspondence, and ensuring no exclusion or condition is overlooked—all while maintaining the precise citations that litigation demands.

CaseMark's AI reads and cross-references your entire policy set, endorsements, and claims file to produce a structured, citation-backed summary in minutes. Every coverage position, exclusion, and legal issue is mapped to specific policy provisions with verbatim quotes, giving you a litigation-ready foundation for coverage strategy and dispute resolution.

How it works

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

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

  3. 3. Review the structured summary including coverage positions and legal issues

  4. 4. Export the litigation-ready analysis 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

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

  • Citation-backed coverage analysis mapping insuring agreements to exclusions

  • Chronological claims timeline with coverage positions and financials

  • Legal issue identification including bad faith and choice-of-law indicators

  • Automated gap detection for missing endorsements, schedules, and policy periods

  • Party and role mapping across insurers, insureds, and claimants

Required documents

  • Insurance Policies & Declarations

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

    .pdf, .docx

  • Endorsements & Amendments

    All endorsements, riders, and policy amendments modifying coverage terms

    .pdf, .docx

  • Claims Correspondence

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

    .pdf, .docx

Supporting documents

  • Loss Documentation

    Loss facts, incident reports, damage assessments, and timeline of the triggering event

    .pdf, .docx

  • Prior Coverage Opinions

    Any existing coverage opinions, memoranda, or legal analyses related to the claim

    .pdf, .docx

  • Court Filings

    Complaints, motions, or court orders from related coverage litigation

    .pdf, .docx

Why teams use it

Reduce hours of manual policy review to minutes with automated coverage mapping and endorsement tracking

Ensure nothing is missed with systematic gap detection that flags missing endorsements, unclear periods, and incomplete files

Build stronger coverage positions with verbatim policy language quotes and pinpoint source citations

Identify litigation risks early with automated bad faith indicators, choice-of-law analysis, and dispute driver identification

Questions

What types of insurance documents can CaseMark analyze?

CaseMark can analyze commercial and personal insurance policies, endorsements, declarations pages, schedules, reservation-of-rights letters, denial letters, claims correspondence, and coverage dispute materials. It handles all standard U.S. policy forms and manuscript endorsements.

Does the summary include verbatim policy language?

Yes. CaseMark quotes critical policy language verbatim with pinpoint citations to the source document, page, and section. This ensures your coverage analysis is litigation-ready and verifiable against the original materials.

Can CaseMark handle multiple policies across different policy periods?

Absolutely. CaseMark creates a comprehensive policy inventory table and analyzes allocation across policy periods, priority of coverage (primary vs. excess), and other-insurance provisions. It flags any gaps or overlaps in coverage periods.

How does CaseMark identify coverage disputes and legal issues?

CaseMark systematically analyzes ambiguity points, competing interpretations, notice and cooperation issues, bad faith indicators, choice-of-law implications, and subrogation or contribution disputes. Each issue is tied to specific policy provisions and cited sources.

Is the output suitable for use in litigation?

Yes. The summary is designed to be litigation-grade with source citations throughout. It provides a neutral, structured analysis that supports coverage strategy, motion practice, and mediation preparation. However, all AI-generated content should be reviewed by qualified counsel.

What if my policy documents are missing endorsements or schedules?

CaseMark automatically flags missing endorsements, unclear policy periods, incomplete claims files, and other gaps in the uploaded materials. This gap analysis helps you identify what additional documents you need to obtain for a complete coverage picture.

Related

30b6 Corporate Rep

Master 30(b)(6) Depositions in Minutes, Not Hours

30b6 Deposition

Master 30(b)(6) Depositions in Minutes, Not Hours

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours