BrokerageAudit
Policy Checking

brokerageaudit.com vs FileHandler: Which is Best for Independent Brokers?

BrokerageAudit and FileHandler both address document handling in insurance operations, but FileHandler is a claims and policy document management system while BrokerageAudit is an AI-first back-office automation platform purpose-built for independent agencies. FileHandler excels at structured claims document workflows and adjuster collaboration, while BrokerageAudit focuses on policy checking, COI compliance, and ACORD form automation for the agency side of the business.

Feature Comparison

FeatureUsFileHandler
AI policy checking (binder vs. issued)
Claims document management workflow
ACORD form extraction
COI tracking & compliance
Automated discrepancy flagging
Submission intake automation
Commission reconciliation
Document storage & retrieval
Role-based access control
E&O audit trail
AMS integration (Epic, AMS360)
AI document classification
Human-in-the-loop review queue
Multi-line of business support
YesPartialNo

Pricing Comparison

BrokerageAudit

Recommended

$499/mo

Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.

  • Flat monthly SaaS pricing — no per-document fees
  • All modules included at each tier (policy checking, COI, submissions)
  • 14-day free trial, no credit card required
  • Enterprise plan includes dedicated onboarding and SLA

FileHandler

Custom quote

FileHandler Enterprise pricing is based on claims volume and number of users. Typically sold to TPAs, carriers, and self-insureds under annual contracts.

  • Annual enterprise licensing based on claims volume
  • Implementation and configuration fees apply
  • No self-serve or small-agency tier
  • Pricing requires direct sales engagement

Who Each Is Best For

brokerageaudit.com is best for:

  • Independent agencies automating policy checking, COI, and submission workflows
  • Agencies seeking AI extraction of ACORD policy forms and carrier documents
  • Teams that need an integrated platform for agency-side back-office operations
  • Agencies looking to reduce E&O exposure from missed policy discrepancies

FileHandler is best for:

  • TPAs and self-insureds managing claims document workflows
  • Small to mid-size carriers needing an adjuster collaboration platform
  • Organizations whose primary need is claims intake and reserves management
  • Insurance operations teams focused on the claims lifecycle, not policy issuance

Switching from FileHandler?

FileHandler and BrokerageAudit serve fundamentally different sides of the insurance operation — claims versus policy issuance — so a direct switch is uncommon. Agencies that have been using FileHandler for general document storage and want to add policy-checking intelligence should consider BrokerageAudit as a complementary layer. Our platform integrates with your existing document repositories and can begin processing policy PDFs immediately without disrupting your existing claims workflows.

Frequently Asked Questions

Ready to automate your backoffice?

Start your 30-day free trial today. No credit card required. See why hundreds of independent agencies chose brokerageaudit.com over FileHandler.