One pass over the whole book. Book Scan reads each renewal on your own computer, pulls the forms schedule, flags the AI-exclusion endorsements carriers are attaching in 2026, and hands you a table of who is affected — with a plain-English notice ready to send each client. Add last year’s policies too and it shows every form that is new or gone on each renewal.
PDFs with real text (the ones carriers email you). Scans and photos are reported as unreadable so you can check them by hand. Fifty policies take about a minute on a normal laptop.
Required. Select many at once, or drag a whole folder in.
Optional. Add these and every renewal also gets a “new since last year” column.
Renewals were matched to last year’s policies by named insured and file name. Fix any that are wrong before scanning.
| This year’s renewal | Last year’s policy |
|---|
| Client | Policy period | Status | AI exclusion | New since last year | Forms |
|---|
Book Report is the done-for-you version: your renewals scanned as they arrive, renewal-date reminders, alerts when a carrier files a new AI exclusion, and the notices drafted for you. It is not open yet. Join the list and you’ll be first in, at the founding rate.
Join the Book Report list — freeSelect this year’s renewal PDFs — ten or two hundred. Add last year’s policies if you have them handy; the scanner pairs them up by named insured and file name.
Each PDF is read on your computer. The scanner pulls every form code from the forms schedule and declarations, checks it against the Exclusion Index, and looks for AI-exclusion wording it doesn’t recognise yet.
You get a book-level table sorted by who needs a call first, a CSV for your agency system, and a plain-English notice per affected client — signed as you, ready to paste into an email.
Book Scan is the free tool you run yourself. Book Report is the subscription where we run it — and keep watching. It is being built now and is not for sale yet. The list is free and gets you the founding rate when it opens.
The scanner finds form codes and AI-exclusion wording in the text. It does not know whether a form matters for a given client. That is your call as the licensed agent — the tool just makes sure you get to make it.
If a renewal is a scan or a photo there is no text to read. It shows up as “unreadable” in the table so you can check it by hand.
Every form on the AI Exclusion Tracker (ISO, Hartford, Great American, Utica National, Berkley) is recognised by number. Other carrier forms are caught by their wording — “artificial intelligence exclusion”, “generative AI” — and flagged for you to read. Codes we don’t recognise are listed, not judged.
Nothing here is insurance, legal, or financial advice, and the client notices are drafts for you to edit and own. New to the forms? Read the plain-English guide.