Advocate Platform Overview

Welcome to Advocate Technologies—your trusted partner in insurance compliance and automation. Our platform is purpose-built for lending institutions, combining powerful software solutions with seamless workflows to simplify and strengthen your insurance compliance processes.

Advocate Technologies delivers a comprehensive suite of services that automate insurance compliance reviews and streamline how lending institutions manage risk. At the core of our platform is the Advocate Compliance Engine (ACE)—the industry's first fully automated solution for evaluating borrower insurance policies.

The Advocate Compliance Engine (ACE) is a proprietary tool that automatically validates insurance documentation against your lending requirements. It eliminates the need for manual Excel-based reviews and the heavy dependency on in-house insurance experts. With ACE, you get fast, accurate, and scalable compliance checks—reducing operational strain and minimizing risk.

ACE dynamically assesses a loan’s risk exposure based on a range of variables:

• Product Type

• Compliance Program

• Asset Type

• Number of Properties

These data points are used to calculate a precise compliance score, empowering your team to make informed decisions with speed and confidence.

Advocate Gen 2.0 represents a major leap forward in platform usability and performance. This next-generation release introduces a task-based management system that brings structure, clarity, and actionable insights into your daily workflows.

• Revamped User Interface
  An intuitive, modern interface designed for speed and clarity at every step of the user journey.

• Task-Based Workflow Management
  Organize your work around actionable tasks with clear responsibilities and timelines—enabling enhanced accountability and throughput.

• Global Search
  Locate any case, policy, or task instantly with platform-wide, context-aware search functionality.

• In-App Collaboration Tools
  Coordinate and communicate with team members in real time without leaving the platform.

Collaboration is core to the Advocate experience. Whether working within your organization or across company lines, our tools make it easy to stay aligned.

• Internal Collaboration
  Share tasks, leave comments, and receive real-time updates across your team.

• External Collaboration
  Engage with partners securely and transparently—while maintaining control over visibility and actions.

Speed up processing and minimize manual effort with built-in AI document automation.

• AI-Enabled Data Extraction
  Automatically extract key data points from documents using advanced machine learning models.

• Citations & Verification
  Every extracted value is linked to its source for fast, easy validation.

• Conflict Resolution
  Easily manage and approve updates when new documents trigger changes.

Turn insights into action with Advocate’s embedded analytics and pricing tools.

• Advocate Market Indices
  Monitor pricing and coverage trends across the broader insurance market.

• Market Volatility Visualization
  Track real-time market shifts and assess their impact on your portfolio.

• Carrier & Broker League Tables
  Rank and benchmark carriers and brokers based on exposure and performance metrics.

Assess how competitive a policy is with real-time benchmarking tools.

Geolocation Benchmarking
Compare policy costs to similar policies in specific geographic areas.

Carrier Benchmarking
Evaluate your policy’s pricing against peer carriers offering similar coverage.