Use case
Check policy and treaty wording against your underwriting guidelines.
For underwriting, compliance and contract teams who apply the same rules to every contract. Ultrassure turns your internal guidelines, underwriting rules, contract standards and review checklists into automated checks, reviews each document against them, and flags missing or non-compliant language with the clause cited. You need your current guidelines or checklists and the documents to review.
- Who it’s for
- Underwriting, compliance and contract review teams
- What you need
- Your guidelines or checklists, and the policies or treaties to review
- What you get
- A pass, missing or deviation result per rule, with the clause cited
- Set-up
- Rules configured at onboarding; typically live in 10 business days
The finished result
Sample guideline review
Sample data for illustration. Not from a real contract.
| Guideline | Result | What was found | Source |
|---|---|---|---|
| Hours clause for windstorm no longer than 168 hours | Meets | 144 consecutive hours | Art. 7, p. 15 |
| Communicable disease exclusion must be present | Meets | Exclusion added by endorsement | Endorsement 2, p. 1 |
| Sanctions clause must be included | Missing | No sanctions clause found in wording or endorsements | — |
| Maximum line per reinsurer: 10% | Deviation | One reinsurer at 12.5% | I&L schedule, p. 3 |
Step by step
One complete example.
- 01
Collect your rules
Start from the guidelines, underwriting rules, contract standards and review checklists your team already uses.
- 02
Have them set up as checks
Your rules are configured as automated checks during onboarding, so the platform reviews contracts the way your team already does. Most teams are live in about 10 business days.
- 03
Upload the contracts to review
Upload policies, treaties, endorsements and I&Ls, or bring them in from SharePoint, a virtual data room or S3.
- 04
Run the review
Each document is checked against every rule. The result shows which rules are met, which language is missing and where wording deviates.
- 05
Resolve the flags
Open each flag to see the cited clause, then accept, query or escalate it. Decisions are recorded in the audit log.
Questions that could stop you
Does it make the underwriting decision?
No. It applies your rules consistently and shows the evidence. The underwriter or reviewer decides what to do with each flag.
What if our guidelines are informal or scattered?
Bring what you have, such as checklists, referral rules or a standards document. They are turned into checks during onboarding.
Can it check the whole portfolio, not just new contracts?
Yes. Upload existing contracts as well as new ones, and the same checks run across all of them.
Is our contract wording used to train AI models?
No. Customer contracts, prompts, outputs and embeddings derived from customer data are not used to train, retrain or fine-tune generally available or third-party foundation models.
Who can see the documents?
Access is controlled with role-based permissions and every action is recorded in audit logs. Ultrassure can support SSO, including Microsoft Entra ID, and is SOC 2 Type II certified. See the Trust Center.
Do we need a paid plan to try this?
You can try Ultrassure free with no credit card, or book a demo and see this workflow run on your own documents. Plans for production use are scoped with you on the demo.
Other use cases
Building the tools we wish we had as underwriters.
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No credit card required · Typically live in 10 business days