Agentic Workbench

The agentic underwriting workbench for specialty insurance.

Builds the record. Feeds the workflows. Improves the next one.

WorkbenchSubmissions

Search recordsTable

Illustrative workbench: submissions on the desk with stage, verified fields, owner, and materials.
Name	Stage	Line of Business	Annual Revenue	Assignee	Materials	Created

Vellowmere Analytics	New submission	Cyber	$21.5MVerified	Unassigned	0 outputs1/3 required	Jul 18, 2026Email
Oakline Packaging	Underwriting	Product Liability	$134MVerified	Priya Natarajan	4 outputs3/3 required	Jul 16, 2026Email
Ossendale Clinics	Quoting	Medical Malpractice	$76.9MVerified	Sam Okafor	1 outputs2/3 required	Jul 15, 2026API
Dornacre Logistics	Bound	Excess Liability	$212MVerified	Jordan Reyes	5 outputs3/3 required	Jul 9, 2026Email
Selvenridge Biologics	New submission	Life Sciences	$64.3MVerified	Priya Natarajan	1 outputs2/3 required	Jul 17, 2026Email
Prairie Grid Energy	Underwriting	Property	$188MVerified	Sam Okafor	3 outputs3/3 required	Jul 14, 2026API
Wexholt Design	Quoting	Professional Liability	$12.4MVerified	Jordan Reyes	2 outputs3/3 required	Jul 12, 2026Email
Halvern Marine	Underwriting	Marine Cargo	$41.7MVerified	Sam Okafor	2 outputs3/3 required	Jul 11, 2026Email
Brightwater Clinics	New submission	Medical Malpractice	$27.9MVerified	Unassigned	0 outputs2/3 required	Jul 11, 2026Agent

Rows per page251–23 of 23

Tollwick Robotics

#214SubmissionsJul 18, 2026 · Email

OverviewDocumentsWorkflows

FieldsVerifying 2 fields

Named insured—Tollwick Robotics LLC
Broker—Wendlecote Brokerage
Line of business—Professional Liability
Limit requested—$5,000,000
Effective date—Aug 1, 2026
Annual revenue—$52,600,000
Annual revenue verifiedhigh confidence
Matches 2 sources · just now
Total revenue, fiscal year 2025: $52,600,000.
Financial Statements.pdf · 2 citesRevised Supplemental.pdf · p. 2

One record for every risk,
built, verified, and put to work.

Built from the package

Submissions and claim notices arrive by email or API. Agents fill each record from the package, cite every value to its source, and withhold or correct any value that doesn’t hold up.

Vellowmere AnalyticsSubmission

OverviewDocumentsWorkflows

Annual revenueVerified

$21,500,000

VerifiedHigh confidenceMatches 3 sources · 2d ago

Sources

Financial statements, FY2025 statement of operations: total revenue $21,500,000.
Supplemental application, section 4: gross revenues $21.5M.
Broker cover note gives the same figure for the most recent fiscal year.

Limit requested— Agent searched the available sources and did not find this.Not found

Dashboards that stay current

Ask for any view of the desk, and the agent builds it from your records. It updates as each record changes.

Feeds the workflows you run

Whatever workflows your team runs, from submission overviews to draft indications, work from the same cited record, not a generic template.

HomeDocumentsWorkstreamsWorkflows

Draft IndicationPublishedHistoryExport

Drafts an indication from the submission materials by Marrowdene's underwriting guidelines and referral authority.

Steps

1Read the submission

2Check the guidelines

3Compare bound policies

4Draft the indication

Add step

Linked resources

pdfMarrowdene PL Underwriting Guidelines.pdfAppetite, limits, and retentions by class.
docReferral Authority.docxWhich risks go to a senior underwriter.
xlsxBound PL Policies 2021 to 2025.xlsxFive years of the desk’s bound professional liability.

docDraft Indication.docxjust now

Indication

Tollwick Robotics LLC · Professional Liability

Limit: $5,000,000 each claim and aggregateSupplemental p. 2
Retention: $50,000Underwriting Guidelines
Retroactive date: Aug 1, 2019Expiring Declarations
Exclusions: Contractual liability, as expiringEndorsement 4
Subjectivities: Copy of the hospital services contractCover Note

Syncs with your systems

Records sync to Salesforce as they change, and workflow documents file into SharePoint or Box. No double keying.

A record that compounds,
with the underwriter’s final say.

History compounds

What was verified, what supported it, and what the underwriter corrected builds up against the same fields, so prior risks are usable on the next one.

The underwriter keeps the final say

Agents fill fields and draft. Nothing binds or goes out until the underwriter reviews and confirms.

What is an agentic underwriting workbench

Connects everywhere you work,
and works with your existing systems.

Security and compliance

Built for enterprise security.

SOC 2 Type II

Start with one process.
We’ll run it on Lexcel with you.

Bring a line of business or a review your team wants to move faster, and we’ll walk through it on the workbench, from the first email to your systems.

See Lexcel in action Contact sales