Insurance
Five workflows for MGAs and P&C brokers.
Submissions in. Bordereaux out. Claims routed. AI use documented. Each one connects to the systems you run today and keeps a person in charge of every decision.
Submission intake
Emails, slips and spreadsheets read, checked against your appetite, routed.See page →Underwriting data extraction
Statements of values and loss runs mapped to your risk fields.See page →Bordereaux reconciliation
Every broker's layout matched to your records.See page →Claims triage and first notice of loss
Claims completed, sized and routed on your authority limits.See page →AI governance documentation
Register, risk ratings and board pack.See page →Also available once the first workflow is live
Delegated authority and binder checks
We test your bound business against the limits in your binder and flag breaches before your capacity provider finds them.