Sterpo handles policy checking, data validation, document QA and renewal prep for US agencies, MGAs, brokers, wholesalers and carriers — with software-grade accuracy and next-business-day turnaround.
No portal to log into, no upload tool to learn. You keep sending documents the way you already do — we handle everything that happens between "received" and "resolved."
Email, shared drive or a straight AMS export — dec pages, forms schedules, binders and proposals land with us however works for your team.
We identify the document type — dec page, forms schedule, cert, endorsement — and route it to the right check automatically. Nothing sits in a shared inbox.
Veridec extracts every field and diffs proposal vs. bound, or expiring vs. renewal. A specialist reviews each flag before it ever reaches you — zero false-alarm noise.
A clean exception report lands in your inbox — or gets filed straight into ImageRight, AMS360 or your DMS, named the way your team already expects.
Standard turnaround: 24 hours. Rush and same-day options available for renewal-deadline crunches — no extra system, no separate queue.
Your producers sell. Your account managers advise. Sterpo takes the detail work that eats their day — and does it with checklists, audit trails and zero drama.
Line-by-line verification of bound policies against proposals and expiring terms — before your client or E&O carrier finds the gap.
Clean AMS data is the difference between reporting you trust and reporting you apologize for. We audit, reconcile and fix at the field level.
Every certificate, endorsement and audit filed where it belongs, named the way your workflows expect — inside ImageRight or your DMS of choice.
We build the renewal file before your AM opens it: expiring terms summarized, changes flagged, submissions ready to market.
Manual policy checking misses things because humans skim. Veridec doesn't. It reads both documents, structures every data point, and compares them field by field — so our specialists review a verified diff instead of two 40-page PDFs.
Veridec ingests dec pages and Forms & Endorsements Schedules — native PDFs or scans — and extracts form numbers, edition dates, limits, deductibles and named insureds into structured data.
It aligns the two versions — Proposal → Bound or Expiring → Renewal — and compares every element, immune to reordered schedules and formatting changes.
Discrepancies come back as a color-coded exception report. A specialist verifies each flag and writes it up in plain English — no false-alarm noise forwarded to your team.
We're upgrading Veridec beyond declarations — to read and compare entire policies, including endorsement wording and coverage terms, end to end.
Sterpo was founded by a specialist with a decade in insurance agency operations — the person quietly making sure bound policies matched proposals, AMS data reconciled, and renewal files were ready before anyone asked.
That means we don't need a glossary for your work. We already speak blanket limits, products/completed ops, quota shares and surplus lines — and we know exactly where policies go wrong between quote and issuance, because we've caught it thousands of times.
Add a technical toolkit of Python, SQL, Excel and Power BI, and you get a back office that doesn't just process documents — it engineers the process.
Years in back-office roles at national brokerage-style firms: policy checking, processing, certificates and account support across commercial lines.
Deep work in CGL, commercial property, inland marine, packages and surplus lines — with daily production inside Applied Epic, AMS360, ImageRight and CSR24.
Built Veridec to replace skim-checking with structured comparison, and layered SQL and Power BI reporting on top of AMS data.
A focused back-office partner for US agencies, MGAs, brokers, wholesalers and carriers — human expertise, software-grade consistency.
No long onboarding, no platform migration, no new software for your team to learn. We work inside the systems you already run.
30 minutes on your volume, lines of business, systems and where work currently piles up.
Send 5–10 real policies. We check them, return exception reports, and you judge the quality directly.
We document handoffs, turnaround SLAs, naming conventions and escalation rules — in writing.
Work flows daily or weekly. You get consistent output, exception reports and a monthly quality summary.
Book a discovery call, or send a small pilot batch and see the exception reports for yourself. No commitment until you've seen the work.
Book a discovery call