Skip to main content

POLICYOPTIC FOR INSURANCE PROFESSIONALS

Find New Marine Insurance Opportunities. Turn Client Documents Into Clearer Conversations.

Insurance professionals can access the PolicyOptic Marketplace with a free account and purchase the opportunities they want to pursue. PolicyOptic Pro adds the document workspace: document review, multiple quotes side by side, your own professional guidance, and downloadable branded client reports.

Create Your PolicyOptic Pro Account

Free for 30 days — no credit card required.

Client report — excerptQuote 1 · Quote 2 · Quote 3
Named-storm deductibleDifferent
5%10%10%
LiabilityDifferent
$500,000$1,000,000$500,000
NavigationDifferent
FL & BahamasFL onlyFL, Bahamas & East Coast
Added by Insurance Professional

Quote 2 carries the higher liability limit, but its navigation area excludes the Bahamas cruising you mentioned for July.

Dana Whitfield, Marine Insurance Specialist

Illustrative sample — not a real policy or offer of insurance.

What Happens After Your 30-Day Trial

If you don't upgrade

Your Marketplace access stays free, always.

  • View and purchase Marketplace opportunities
  • Document workspace and client reports are locked (not deleted) — upgrade anytime to pick up right where you left off.

If you continue with PolicyOptic Pro — $119/user/month

Everything above, plus the full document workspace.

  • Document review and comparison
  • Add your professional guidance
  • Downloadable, branded client reports
Create Your PolicyOptic Pro Account

Free for 30 days — no credit card required.

POLICYOPTIC PRO

From Client Documents to a Client-Ready Report

PolicyOptic organizes the facts. You add the professional guidance.

01

Upload Client Documents

  • Quote 1
  • Quote 2
  • Quote 3
02

See Where the Documents Differ

  • Named-storm deductible

    5%10%10%
  • Liability

    $500,000$1,000,000$500,000
  • Navigation

    FL & BahamasFL onlyFL, Bahamas & East Coast
3 Factual Differences2 Items Need ClarificationView Source → Page 7
03

Add Your Professional Guidance

Added by Insurance Professional

If the July Bahamas itinerary stands, the navigation area stated on Quote 2 is the detail to resolve first.

Add Professional Note

Your guidance is authored by you, attributed to you, and kept separate from PolicyOptic's factual output.

04

Create Your Branded Client Report

AGENCY LOGO

Whitfield Marine Insurance Group

Prepared for Michael and Laura Bennett

Prepared by Dana Whitfield, Marine Insurance Specialist

  • Quote Details
  • What Differs
  • Items to Review or Clarify
  • Professional Guidance

New Marine Insurance Opportunities Without a Pro Subscription

A free PolicyOptic account gives you access to the available Marketplace opportunities. Review a request, then purchase access only when you want to pursue it.

Sample Opportunities

Illustrative examples only — not live data. Signed-in account holders see real open opportunities here.

  • 1
    Year
    2023
    Length
    23 ft
    Manufacturer
    Scout
    Registered state
    Florida
  • 2
    Year
    2008
    Length
    50 ft
    Manufacturer
    Viking Sportfish
    Registered state
    North Carolina
  • 3
    Year
    2025
    Length
    150 ft
    Manufacturer
    Hargrave
    Registered state
    Cayman Islands
    Power or Sail
    Power
    Engine Count
    2
    Fuel Type
    Diesel
    Engine Manufacturer
    MTU
    Horsepower
    2,600 each
    Home Port
    Fort Lauderdale, FL
    Has Trailer
    No
    Has Tender
    Yes
    Prior Vessel Ownership
    Previously owned a 92 ft Hatteras (2014–2023)
    Vessel Photos
    Yes
    Requested
    Requested 2 hours ago
    Verify to Purchase

    Owner's name, phone, and email are provided once this opportunity is purchased.

  • 4
    Year
    2020
    Length
    31 ft
    Manufacturer
    Yellowfin
    Registered state
    Florida
Browse Marketplace Preview →

Marketplace access is included with both Free PolicyOptic Accounts and PolicyOptic Pro. No Pro subscription is required to purchase opportunities.

One buyer per opportunity — never shared, never resold.

Every opportunity you purchase is exclusively yours. Once bought, it's removed from the Marketplace — no other professional sees it, no competing quotes on the same request.

PolicyOptic Organizes the Facts. You Remain the Insurance Professional.

  • Source-Linked Information
  • You Provide Insurance Advice
  • Your Brand & Client Relationship
  • Permission-Based Sharing

Start your PolicyOptic Pro trial

Access the Marketplace and the full document workspace with a 30-day Pro trial.

Create Your PolicyOptic Pro Account

Free for 30 days — no credit card required.

Already have an account?Go to your workspace