For independent agents & brokers

Your renewals are arriving with AI exclusions. Find every affected client before they call you.

Carriers are attaching CG 40 47 and its siblings at renewal — one line in the forms schedule, on a document that otherwise looks identical to last year. Book Scan reads your whole stack of renewal PDFs on your own computer, tells you which clients picked one up, and drafts the notice. Free. Nothing is uploaded.

No account. No card. Fifty renewals take about a minute.

What it looks like on the renewal
CG 00 01 04 13 Commercial General Liability Coverage Form
CG 21 47 12 07 Employment-Related Practices Exclusion
CG 40 47 12 25 Exclusion – Generative Artificial Intelligence
IL 00 17 11 98 Common Policy Conditions
Why now

It’s one line. Your client won’t see it. You should.

ISO’s three generative-AI exclusions took effect 1 January 2026 and carriers are attaching them at renewal, not at inception. Carrier forms like Berkley’s “absolute” AI exclusion are following on management-liability lines. None of it changes the premium or the limits on the dec page.

CG 40 47

The whole CGL policy

Coverage A and Coverage B. A chatbot’s answer, AI-drafted content, an employee quietly using ChatGPT — claims “arising out of” generative AI can fall outside the policy entirely. Full page

CG 40 48 · CG 35 08

The narrower versions

Advertising injury only, or products/completed operations only. Exactly where AI-generated marketing and AI-assisted design show up. CG 40 48 · CG 35 08

PC 51380

“Absolute” on D&O and EPL

“In any way involving” the use, deployment, or development of AI — including a board’s decisions about AI and an AI resume screener in a hiring claim. Full page

The first call after a denial is to you

When a claim touching an AI tool is declined, the client’s question is why nobody told them. Book Scan gives you a dated record of what you checked, when, and what you sent. Be the agent who told them.

What you get

Book Scan today. Book Report when it opens.

Book Scan is the free tool you run yourself, in your browser. Book Report is the subscription where we run it every month and keep watching carrier filings for you. It is being built now and is not for sale yet.

Book Scan · free, nowBook Report · waitlist
Every renewal PDF read for AI-exclusion forms and wordingYesYes
Book-level table sorted by who needs a call firstYesYes
“New since last year” and “gone since last year” per clientYes — add last year’s policiesYes
Plain-English client notice per affected client, signed as youYesYes, in your voice per line
CSV for your agency management systemYesYes
Documents stay on your computerAlwaysYou forward the carrier email; deleted after the report
Renewals scanned as they arrive, every monthYou run itComing
60- and 30-day renewal reminders per client—Coming
Alert when a carrier on your book files a new AI-exclusion form—Coming
By line of business

Where it bites first on a typical book

Trucking & transportation

AI dispatch, route optimisation and driver-monitoring tools are everywhere in the cab. A CGL renewal with CG 40 47 attached leaves any claim “arising out of” those tools outside Coverage A. Auto forms haven’t followed yet — the scan still shows every new form on each renewal.

Contractors & manufacturers

AI estimating, AI-assisted design and AI-generated documentation shipped with the job put CG 35 08 (products/completed operations) in play the moment the work is finished.

Professional offices & retail

A website chatbot, AI-written marketing, AI images in ads. That is Coverage B territory — where CG 40 48 lands. Dental, legal, real estate and agency clients are the ones most likely to be using these tools without telling you.

Management liability

D&O, EPL and fiduciary renewals from carriers using an “absolute” AI exclusion: a hiring claim involving an AI screener, or a shareholder claim about AI governance, can fall outside the tower.

Personal auto, motorcycle, home

No AI exclusion forms on these lines so far — we’ll say so plainly. Add last year’s policies and Book Scan becomes a straight “what forms changed on each renewal” pass across the book, which is the question your clients ask anyway.

Coming next

Book Report: we run it, every month, and watch the filings.

Not open yet. The list is free and gets you the founding rate when it opens.

  • Forward the carrier email as renewals arrive; get the scan back.
  • Renewal-date reminders 60 and 30 days out, per client.
  • An alert when a carrier on your book files a new AI-exclusion form.
  • Client notices drafted in your voice, per line of business.
  • Commercial and personal lines.

Free. No card. One email when Book Report opens and nothing else.

Questions

Straight answers

Which AI exclusion forms does Book Scan recognise?
ISO CG 40 47, CG 40 48 and CG 35 08, and W. R. Berkley PC 51380. Carrier forms it doesn’t know by number are caught by their wording — “artificial intelligence exclusion”, “generative artificial intelligence” — and flagged for you to read. The full reference is the Exclusion Index; it grows as forms are filed.
Do my clients’ policies get uploaded to TargetUp?
No. Book Scan runs entirely in your browser. There is no server behind the page; disconnect from the internet after it loads and it works the same. TargetUp never receives, stores, or sees the documents. Book Report will be different — you forward documents to us and they are deleted after the report — and it will say so up front.
What does it cost?
Book Scan is free with no account. Book Report is not open yet; its price will be set when it is, and people on the waitlist get the founding rate.
Is TargetUp an agency, an MGA, or a competitor?
No. TargetUp is an independent document-review service. It does not sell, quote, or advise on insurance, holds no licence, and never contacts your clients. The client notices are drafts you edit, sign, and send.
Does Book Scan work on personal lines books?
Yes, with a caveat. The AI exclusion forms seen so far are commercial. For personal auto, motorcycle and homeowners books, the value is the “new since last year” column: add last year’s policies and it shows every form that is new or gone on each renewal.
What about scanned PDFs?
They are reported as unreadable so you can check them by hand. Book Scan reads selectable text only.
Is the output advice?
No. Book Scan reports which forms and wording appear in a document, and what changed against last year. What that means for a client is the licensed agent’s call — yours.

The renewals are already in your inbox.

Drop them in. A minute later you know exactly who to call this week — and you have the email written.

Scan my book — free