Getting started: your first policy in 5 minutes
4 min read
MyPolicyReview.ai turns the PDFs you already have into an organized, searchable file you can act on. Everything starts with one upload.
Nothing you upload is shared with anyone until you explicitly share it.
- 1
Upload a policy PDF
From your dashboard, drag a declarations page or full policy into the upload area. Text-based PDFs read best; scanned pages work but may extract less detail.
- 2
Let the analysis finish
The AI pulls out carrier, policy number, named insured, effective and expiration dates, limits, and deductibles, then writes a plain-English summary and a list of things worth asking about.
- 3
File it in a folder
Folders group policies by household, business, or property. Personal and Business / Property sections in the left sidebar keep the two worlds apart.
- 4
Check the renewal date
Once an expiration date is on file, you'll get reminders at 60, 30, and 7 days so a renewal never sneaks up on you.
Good to know
- • Turn on sample data in the sidebar to explore a fully populated account before uploading anything real.
- • The AI summary is an organizational tool, not insurance advice — use it to prepare better questions for your licensed broker.