On the paperwork between a client and a bound policy: reading applications and loss runs, preparing submissions, comparing quotes, renewals, certificates and endorsements, and claims intake. Agents read, gather and draft. A licensed person advises and binds, and every step is on record for your examiners.
Desk by desk
What we would build across the office, each one trained on how your team works today.
01
New business
From the first conversation to a submission.
ApplicationsForms and supplements filled from what the client sent.
SubmissionsPrepared for each market, with the documents it asks for.
Quote comparisonCoverages, limits and exclusions set side by side.
Missing informationChased from the client until the file is complete.
02
Service and renewals
Keeping the book current.
RenewalsStarted well ahead of the date, with exposures updated.
CertificatesIssued from the policy, for a person to check.
EndorsementsRequests drafted and tracked to completion.
Client questionsCoverage answered from the policy itself.
03
Claims
The first few hours of every claim.
First notice of lossTaken in, and the documents gathered.
Claim filesSummarized for the adjuster.
Status updatesSent to the client on the schedule you set.
Adjuster packetsPhotos, estimates and reports assembled.
04
Compliance and operations
The agency’s own records.
LicensingLicenses and continuing education tracked.
CommissionsReconciled against carrier statements.
Recommendations on recordEvery recommendation kept with its reason.
Book reportsRetention, pipeline and renewals pulled together.
We don’t replace people.
We build tools that take the repetitive part off people’s desks, so they have more time for the work only they can do, and every day is a little easier. Every agent works for someone on your team, and a person stays in charge of what matters.
The rules you work under
We work within your rules.
It runs where your data already lives, and a person approves what matters. How we handle your data
A licensed person advisesThe agent reads, compares and drafts. A licensed agent advises the client and binds coverage.
Client data stays yoursPersonal and financial information stays in your systems and never trains anyone else’s model.
Records for examinersEvery question, every record looked up and every answer is kept where your examiners can see it.
How it starts
One desk at a time, so every step is proven before the next.
01A working callHow the office runs today, where the hours go, and what must never go wrong.
02One desk firstWe pick the work worth the most and build that, joined to the systems you have.
03Run alongsideIt works real cases next to your people until it matches them.
04Then the next deskEach desk added once the last one has earned its place.
Questions
Does it work with our agency management system?
Yes. We work with the systems you already run, through their own connections where they have them, and through their exports where they do not.
Will it give coverage advice?
No. It prepares the comparison and drafts the explanation. A licensed person advises the client.
Where does client information go?
Nowhere you have not agreed to. It stays in your systems and never trains anyone else’s model. Security and trust.
Tell us about the work. We’ll show you the AI for it.