The side-by-side comparison

Updated July 11, 2026

When you drop a current-policy PDF alongside the carrier quote, the proposal gains the Side by side slide. Eyebrow "Side by side", headline "Your current policy vs what we recommend." It's the single most persuasive slide in a renewal deck, and it stays accurate even after you start editing numbers.

#The table

A three-column table: Coverage, Current, Proposed. Each row compares one line item, such as Carrier, Annual cost, Building valuation, Wind and hail deductible, Business income, and Equipment breakdown.

Rows get marked automatically:

  • A Current cell that's worse than the proposed value shows a red ✗ mark next to the value.
  • A Proposed cell that's better than the current value shows a green ✓ mark next to the value.

For example, if the current policy uses actual cash value on the building and the proposed quote uses replacement cost, the proposed cell is marked better. If the current wind and hail deductible is higher than what's proposed, the current cell is marked worse. These markers come from real comparisons run on the parsed fields, not a static template.

#The carrier row

The Carrier row on the Proposed side never shows the real carrier name. It shows the masked phrasing "A-rated specialty company". See Carrier masking for the full rule on where the real name does and doesn't show.

#The verdict line

Underneath the table, a verdict sentence sums up the comparison in plain English. ProClose computes this from whether the new total premium is lower than the current policy's premium:

  • If the new total is lower: "Lower cost and broader coverage. We re-shopped the marketplace for you."
  • If it isn't: "Broader coverage than the expiring policy."

#Staying in lockstep

Here's the part that matters once you start editing the deck: the verdict line and the "Annual cost" row are not frozen at build time. If you edit a premium line or the agency fee anywhere in the deck, whether in the canvas editor, the outline editor, or through the outline assistant's fee command, the total recalculates, and if the proposal has both a premium and a current-policy comparison, the comparison table and its verdict update to match the new total automatically. You will never end up with a verdict sentence claiming "lower cost" against a total that no longer reflects it. See Edit fees and totals for where each editing path lives.