Insurance & Brokerage co-build workshop
Coming soonHalf a day with the people who do the work. You leave with one working agent on your own data, not a slide about one.
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Quote and bind fasterGive brokers and underwriters instant access to policy and claims history
Search across policies, claims, and carrier guidelines in seconds. Your team spends time advising clients, not digging through PDFs.
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The whole file in one answer
Wordings, schedules, claims files and carrier guidance answer together instead of one PDF at a time.
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Every answer traced to the wording
Each statement points at the policy, endorsement or carrier document behind it, so it survives a file review.
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Broker time back on the client
Submission packs, renewal briefs and file checks arrive drafted, so the day goes on advice rather than assembly.
Agents
What your team actually runs
Each agent names what it reads, what it writes, and where a person still signs off. Open any card to see it in full.
01Submission & Quoting
Submission pack preparation
Builds the market submission from the client file and flags what is still missing.
- Exposure data pulled from the client file
- Prior schedules and loss history assembled
- Gaps flagged against the market's requirements
Reads
WritesThe broker approves the pack before it goes to any market
The broker approves the pack before it goes to any marketCarrier appetite check
Matches a risk to appetite guides and where you have placed similar business before.
- Risk matched against connected appetite guides
- Your own placement history as evidence
- A reason and a source per name
Reads
WritesNothingRuns unattended
02Renewal & Retention
Renewal review brief
Assembles the pre-renewal brief: expiring terms, changes at the client, and questions.
- Expiring terms and endorsements set out
- Changes at the client from your correspondence
- Questions to put to the client
Reads
WritesThe account executive approves the brief before the renewal meeting
The account executive approves the brief before the renewal meetingPolicy comparison & gaps
Compares quoted wordings against the expiring cover and marks every difference.
- Clause-by-clause comparison of wordings
- Differences in limits, excesses and exclusions
- Citation to the wording on every point
Reads
WritesThe broker checks every flagged difference before the comparison reaches the client
The broker checks every flagged difference before the comparison reaches the client03Claims & Servicing
Claims history lookup
Answers questions on a claim or a book of claims with the file cited.
- Claims history across your book
- Answers cited to the claim file
- Questions asked in the broker's own words
Reads
Writes
A handler confirms the position against the file before it is repeated to a client or an insurer
A handler confirms the position against the file before it is repeated to a client or an insurerClient file review
Checks each client file against your own review checklist and lists what is missing.
- Files checked against your review checklist
- Missing evidence listed per file
- Chase list ready for the compliance lead
Reads
WritesThe compliance lead approves the review list before any file is chased
The compliance lead approves the review list before any file is chasedConnectors
Every agent runs on systems you already use, through your existing permissions — no new data store, no re-permissioning exercise.
Built for Insurance & Brokerage
Capabilities designed around the specific knowledge workflows of your sector.
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Policy and claims search
Find any policy term, claims history, or carrier guideline across your entire book of business in seconds.
fact_check
Faster quoting and binding
Surface the right coverage details and precedent instantly when preparing a quote.
verified
Cited, auditable answers
Every answer sources back to the original policy or carrier document — built for a regulated industry.
How it works
Events
Co-build sessions for insurance & brokerage
Working sessions where teams build a first agent on their own data. Dates for the next round are not set yet.
Agent teardown
Coming soonA live session on what the harness has to know before an agent’s output is worth reading.