Carrier appetite check
Knowing which markets to approach is knowledge that lives with whoever has been at the firm longest. This agent reads the appetite guides and underwriting notes you have connected, and the placements your firm has actually made, and returns a shortlist with the reason and the source beside each name. It is a starting point for a conversation with an underwriter, not a substitute for one.
Step by step
Connect appetite guides and notes
Carrier appetite documents, scheme guides, broker bulletins and the underwriting notes your team keeps, connected read-only.
Add your placement history
The record of what your firm has placed where, so the shortlist leans on your experience and not only on published guidance.
Describe the risk in plain English
The broker sets out the trade, the exposures and the awkward features the way they would over the phone.
It matches and ranks
The agent returns markets that appear to fit, each with the reason and a link to the guide or placement that supports it.
It marks the doubtful ones
Where a guide is old, silent or contradicted by your own experience, the agent says so instead of presenting a confident answer.
The broker checks the sources
Each name carries its evidence, so the broker reads the reasoning before picking up the phone. Nothing is sent to a market by the agent.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelBrokers placing an unusual risk, and new joiners who do not yet carry the firm's market knowledge in their head.
Escalation
When it asks a personThis agent changes nothing outside ollo, so it runs without an approval gate. Its output is still cited and reviewable.
Applications & Rights
Which tools it uses, and what it may do in each
SharePointRead only
Google DriveRead only
NotionRead onlyVerification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Brokers placing an unusual risk, and new joiners who do not yet carry the firm's market knowledge in their head.
What you’ll need
- Appetite guides and bulletins connected
- Placement history available to read
- An agreed way to describe a risk
- A broker who checks before approaching
What you get
- A shortlist of possible markets
- A reason and a source per name
- A note of where guidance is stale
What it doesn’t do
Appetite guides go out of date and underwriters make exceptions. The shortlist is a prompt for a conversation, not a statement of what any market will write, and the agent neither quotes nor binds.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Does it contact underwriters?
No. It produces a shortlist on screen and stops there. Approaching a market is a broker's judgement and a relationship matter, and an agent making the first approach would damage both.
How does it know a guide is out of date?
It reads the date on the document and compares it against your own recent placements. Where the two disagree, it flags the conflict rather than choosing, because your experience is often more current than the published guide.
Can it learn from placements that failed?
If you record them. Declines and near misses are the most useful material here, and teams that capture them get a noticeably sharper shortlist than teams that only file the wins.
Why does this one have no approval step?
Because it changes nothing outside ollo: no message, no file, no record. The broker reads the shortlist, checks the sources and decides. Gates exist where an agent would otherwise act on the world, and this one does not.