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Submissions done before your coffee. Stop re-keying documents. Start closing them.
Reads your ACORD, SOV, and loss runs, extracting every fact before you've opened the file.
Spots which accounts need attention weeks before expiry, and what's changed since last year.
Flags outlier terms and explains why one carrier priced the account differently.
Writes the cover letter from the facts it already extracted. First draft, ready to send.
Intake, reconciliation, endorsements, and outreach in one continuous loop, no gaps.
Reads your ACORD, SOV, and loss runs, extracting every fact before you've opened the file.
Spots which accounts need attention weeks before expiry, and what's changed since last year.
Flags outlier terms and explains why one carrier priced the account differently.
Writes the cover letter from the facts it already extracted. First draft, ready to send.
Intake, reconciliation, endorsements, and outreach in one continuous loop, no gaps.
It caught a mismatch between the SOV and loss run before I sent it to the carrier. That would've been an awkward call.
It reads the loss runs, the SOV, the ACORD, and tells me what's missing before I open the file.
Didn't expect this. 14 more accounts renewed last quarter just because nothing got missed.
Ngl I used to hate Monday morning submissions. Now half of it's just done when I log in.
I used to stay till 7 doing carrier comparisons by hand. Now I'm out by 5 most days.
First week I double checked everything it pulled. Now I don't even bother, it's just right.
Rolled it out to my whole team in March. Nobody's asked to go back.
New client handed me a mess of PDFs, no clean SOV or anything. Had a workable submission out same day.
It caught a mismatch between the SOV and loss run before I sent it to the carrier. That would've been an awkward call.
It reads the loss runs, the SOV, the ACORD, and tells me what's missing before I open the file.
Didn't expect this. 14 more accounts renewed last quarter just because nothing got missed.
Ngl I used to hate Monday morning submissions. Now half of it's just done when I log in.
I used to stay till 7 doing carrier comparisons by hand. Now I'm out by 5 most days.
First week I double checked everything it pulled. Now I don't even bother, it's just right.
Rolled it out to my whole team in March. Nobody's asked to go back.
New client handed me a mess of PDFs, no clean SOV or anything. Had a workable submission out same day.