Submission pack preparation
A submission is an assembly job with a deadline: exposure data, schedules, loss history, all scattered across a client file and an email thread. This agent gathers it into the pack the market expects and tells the broker what is still outstanding before the submission goes anywhere. The presentation of the risk stays the broker's.
Step by step
Connect the client file
Document store, shared mailbox and the folder where prior submissions and schedules already sit, connected read-only.
Load the market's requirements
The information each market or scheme asks for becomes a checklist the agent works to, class by class.
It gathers what exists
Exposure data, prior schedules, claims experience and the client's own returns are pulled together and ordered.
It assembles the pack
Everything is laid out in the order the market reads it, with the source document referenced against each section.
It lists what is missing
Requirements the file does not answer come back as a short list of questions to put to the client, not as assumptions.
The broker approves and presents
The pack goes to no market until the broker has checked it. How the risk is presented, and to whom, is entirely theirs.
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 modelCommercial brokers and account handlers preparing new business or a difficult renewal, especially where the client's data arrives in pieces.
Escalation
When it asks a personThe broker approves the pack before it goes to any market
Applications & Rights
Which tools it uses, and what it may do in each
SharePointRead only
GmailRead only
Google DriveReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
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
Commercial brokers and account handlers preparing new business or a difficult renewal, especially where the client's data arrives in pieces.
What you’ll need
- Client files and mailbox connected
- Market requirements supplied per class
- A folder for the assembled pack
- A broker to approve
What you get
- An assembled submission pack
- A source reference per section
- A list of outstanding client questions
What it doesn’t do
It assembles and checks; it does not present the risk. It cannot create exposure data the client has not given you, and a gap it flags is a question for the client rather than a hole it will fill.
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 complete carrier proposal forms?
It assembles the content those forms need and shows you where each answer came from. Filling and submitting a market's own form stays with the broker, because the declaration on it is theirs to make.
What if the client's data is in a spreadsheet they email each year?
That is normally the case and the agent reads it from the connected mailbox or drive. Where this year's spreadsheet has drifted from last year's, it shows the difference rather than merging them silently.
Can it work across several classes at once?
Yes, with a requirement checklist per class. Multi-class clients are where the assembly work is worst, so it is usually where teams start rather than where they end up.
How does it handle confidential client material?
Rights are set per source and the agent inherits the permissions already on your folders. A handler who cannot open a client's file today does not get its contents through the agent tomorrow.