Solutions

One risk record, every role aligned.

Brokers, cedants, underwriters, and operations teams work from the same evidence model instead of translating the file again.

Persona flow

Product proof surface

One deal record, four persona lenses.

Role surfaces reuse the same evidence model while changing the language for brokers, underwriters, cedants, and operations.

Broker queue
Underwriter review
Operations audit
Cedant status

Persona routing

Broker intake workspace

role-specific queue

Input

Broker packet

source data enters the workflow

Output

Market handoff

reviewable state exits the workflow

Broker queue

Source and state visible

Workflow reel

Broker submissions move through one decision record.

The reel shows the broker submission operating system in motion: unified file intake, structured extraction with citation, human-in-the-loop exception routing, quote handoff, and a permanent decision log.

Submission received

Broker intake

Decision-grade workflow

Inbound emails, slips, schedules, and bordereaux collapse into one review-ready submission queue.

source

Broker team

evidence

source files preserved

outcome

Submission queue created

Submission received

source files preserved

Submission queue created

Inspect intake packet

Built for the teams that move risk.

Each journey reads like a workflow surface, not a generic feature list.

Turn broker submissions into source-grounded review packets.

Broker teams get a clean intake desk, source-linked reviewed facts, exception/NIGO tracking, quote-slip and MRC draft readiness, approval/export/send gates, and audit handoffs that stay tied to the evidence record.

Design-partner workflow
Classify inbound files
Extract slip and schedule fields with source links
Resolve exceptions and complete human review
Prepare quote-slip/MRC draft readiness
Approve, export, send, and package audit evidence

Design-partner workflow example. Audit-ready evidence only; no customer outcome or automated authority implied.

Same deal. Different questions.

No customer outcomes are implied. Each solution block states the workflow surface and whether it is example, repo-backed, or roadmap-facing.

Broker

Turn broker submissions into source-grounded review packets.

Broker teams get a clean intake desk, source-linked reviewed facts, exception/NIGO tracking, quote-slip and MRC draft readiness, approval/export/send gates, and audit handoffs that stay tied to the evidence record.

Design-partner workflow example. Audit-ready evidence only; no customer outcome or automated authority implied.

Underwriter

Put the judgment work first.

Underwriters see appetite fit, confidence gaps, evidence, and prior decisions without hunting through files.

Workflow design based on current agent and review-queue surfaces.

Operations

Reconcile bordereaux and audit activity without losing provenance.

Operations teams can monitor exceptions, downstream sync, and evidence exports across the lifecycle.

Repo-backed bordereaux and audit capabilities.

Cedant

Package risk information once and keep status visible.

Cedant-facing workflows stay in private evaluation mode until public customer evidence exists.

Roadmap-facing narrative, labeled for evaluation.

Design-partner review

Bring your hardest submission into review.

Bring a real submission packet into a scoped design-partner evaluation for broker intake, placement handoffs, operations, or sovereign deployment.

Start design-partner evaluation Start design-partner reviewLogin

Evaluation requested

Review-ready
Review pathBroker intake through the review packet
Evidence trailSource links, exceptions, and audit context
Evaluation scopeEvaluation language only, no live outcome claims