AI Productivity for Insurance Brokers.
Eliminate the document bottleneck in commercial lines: compare complex carrier policy binders, normalize 5-year loss runs, and build renewal packages in minutes.
The Brokerage Reality: Account managers spend up to 5 hours on every commercial renewal manually keying carrier quote tables, reading 80-page policy binders for exclusionary wording, and typing loss run totals into spreadsheets. We automate that in 30 days.
✓ Full E&O protection guardrails · ✓ Licensed broker review checkpoints · ✓ Guaranteed sprint deliverables
60-Person Commercial Brokerage
4 Document-Heavy Workflows We Redesign
Tested architectures tailored for commercial property, casualty, cyber, and executive lines.
Carrier Quote & Binder Comparison Matrix
Extracting limits, deductibles, sub-limits, and exclusionary endorsements across competing carrier quote binders.
Account managers line up 40-page PDF binders from Travelers, Chubb, and Hartford, manually re-typing coverage numbers into Excel tables.
Binder extraction automatically populates a side-by-side comparison table, highlighting coverage discrepancies and restrictive endorsements.
Licensed broker verifies flagged clauses against carrier quote pages before client review.
5-Year Carrier Loss Run Trend Summary
Normalizing multi-carrier loss run PDFs into structured claims summaries, loss ratios, and large-loss narrative briefs.
Brokers receive scanned PDFs with messy claim tables, manually re-typing loss totals and calculating claim frequency and severity trends.
Parser extracts claims data across diverse carrier layouts, generating clean loss ratio graphs and large loss executive summaries.
Account executive reviews claims reserve context prior to underwriter submission.
Statement of Values (SOV) Validation & Clean-Up
Standardizing messy client property schedules, construction codes, and square footage details for carrier submission.
Clients submit unstructured spreadsheets with missing ISO construction classes, invalid addresses, and formatting errors.
AI normalizes property fields, checks building value totals, and formats clean SOV spreadsheets ready for carrier portals.
Underwriting assistant confirms address validation exceptions.
Commercial Renewal Proposal Presentation Deck
Generating executive slide decks comparing expiring vs. renewal pricing, coverage options, and market commentary.
Account managers spend late nights formatting PowerPoint decks, copying carrier limits, and writing rate increase justifications.
Renewal terms and market commentary are assembled directly into your firm's branded presentation template.
Producer reviews final recommendations and strategic talking points.
Strict Errors & Omissions (E&O) Protections
Insurance is high-liability work. We implement strict guardrails so your agency never incurs E&O exposure.
Mandatory Citation Linking
Every extracted limit, deductible, and endorsement includes exact page and paragraph references back to the original carrier binder PDF.
Explicit Human Review Checkpoints
No proposal, binder comparison, or submission email is ever generated without mandatory licensed broker review and sign-off.
Zero Policyholder Data Retention
All loss runs and policy files are processed through enterprise endpoints with strict zero-data-retention compliance policies.
Schedule a 20-minute Brokerage AI Assessment.
We'll review your agency's renewal and policy comparison workflows, estimate account manager capacity gains, and show you how a 30-day sprint works.