Clearview Insurance Manager

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Clearview Insurance

Policy & Renewal Tracker

Overview

Coverage

viewer

Dashboard

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Renewals, next 90 days

Premium by group

Outstanding installments

Renewal timeline

Policies

Grouped by insured entity. Click a row to expand coverage, payments, and documents.

Payments

Who owes what. Outstanding installments sorted by due date.

Show paid

Entity	Policy	Installment	Plan	Amount	Due	Status

Quotes & Renewals

Compare active policies against competing renewal quotes.

Add entity

Property #

Group

Legal entity

Location

Gross business income

Gross sales

Notes

Add policy

Entity

Policy type

Carrier

Broker

Account #

Policy #

Effective date

Expiration date

Annual premium

Status

Notes

Coverage terms (standard set)

Additional (non-standard) terms

Add installment

Policy

Plan type

Installment label

Amount due

Amount paid

Due date

Paid date

Method

Autopay — automatically mark paid on the due dateRequires a due date. A daily job marks it paid once that date arrives.

Add quote

Entity

Renews policy

Carrier

Broker

Quote date

Proposed effective

Proposed premium

Status

Notes

Proposed coverage terms (standard set)

Additional (non-standard) terms

New quote from PDF

Entity

Renews which policy (for comparison)

Quote PDF

Drop a quote PDF here or click to choose

This creates the quote, attaches the PDF, extracts its terms with AI, and compares them to the policy you picked.

AI extraction

Fill remaining schedule

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