Insurance
For brokers, agencies, and MGAs: submissions from intake to bound, carriers and their appetite, policies and endorsements, renewals worked ahead of time, certificates issued in minutes, and claims intake and admin. Operational and admin workflows first; no automated underwriting decisions.
Built for you. This app isn't in the App Store: we set it up in your workspace around how you work. Book a demo to start.
- Owns
- Submissions
- Carriers
- Policies
- Renewals
- Certificates
- Claims
What lives in Insurance.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
- Submission intake from applications and emails
- Marketing to carriers and quote comparison
- Policies and endorsements with documents
- Renewal pipeline 60/90 days out
- Certificates of insurance from the policy
- Claims intake, FNOL, and document collection
- Carrier procedures and appetite in Knowledge
What your agent does in Insurance.
- Parses an application or email into a submission and flags what's missing
- Drafts the carrier submission and the quote comparison for the producer
- Starts renewals on schedule, requests updated info, and drafts the renewal pack
- Issues a certificate from the policy on request, and opens a claim from the client's email
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Need it different? Describe it.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Add a "Loss runs received" field to renewals, and a view of renewals due in 90 days that are still missing them.