Solutions

One file. A view for every seat.

Brokers, cedants, underwriters, and operations work from one record, with the detail and the approvals each role needs.

Persona flow

Workflow walkthrough

One deal record, four sets of eyes.

Brokers, underwriters, cedants and operations work from the same record, so a change in one desk is already visible in the next.

Broker queue
Underwriter review
Operations audit
Cedant status

Persona routing

Broker intake workspace

role-specific queue

What arrives

Broker packet

What you review

Market handoff

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

Where it comes from: Broker intake target workflow

Status: representative preview

Submission received

Inspect intake packet

Pick your seat.

The same file, seen by the person who has to act on it next.

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.

Why the seats agree

One file. Every desk looks at the same one.

Underwriter, broker, actuary, and ops work on a single record on a single table. Each station has its own light and its own view; none of them has its own version.

  1. 01

    One recordPlatter

    Submissions, quotes, and notes are facets of the same object, not attachments to a thread.

  2. 02

    Own viewLamps

    Each seat lights the fields it cares about and ignores the rest. Nobody retypes anything.

  3. 03

    Hand-offIndex

    Turning the table hands the file on. The next seat sees the same record, mid-thought.

  4. 04

    Shared floorBed

    Permissions and audit sit under the table, not in each seat's inbox.

Fig 3 · Turn table, cutawayOne record · every seat sees the same thing · nobody keeps a private copy
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 evaluationLogin

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