Workflows

Fitted to your practice. Built on your templates.

Set up around how your team already works. Run from the workbench record.

Schedule a call Contact sales

How it works

Process, templates, and deliverables designed together. Wired to the workbench and the tools you already use.

  1. 01

    Fitted to your practice

    We set up the orchestrations, workflows, and integrations around how your team already underwrites and places risk. Wired to the systems you run.

  2. 02

    Built from your templates

    Workflows are created on the templates and deliverable shapes you already use, so outputs match what your team already ships.

  3. 03

    Land the deliverable

    When a workflow runs, it draws on the workbench record and the files on the matter. Deliverables land as Word, Excel, or PowerPoint files your team can review and send.

From your historical book

Policy, quote, and claims materials you already own, put to work in two ways.

Distilled into agentic workflows.

Historical materials feed a practice-fitted workflow: optimized in passes against how your team works, then shipped as a workflow that delivers Word, Excel, or PowerPoint files your team can review and send.

Historical data · Distilled into workflows
From archive to workflow
Historical data
Optimization
Tuning—
Workflow
4 steps
1
2
3
4
Delivers
WordExcelPowerPoint+ more

Structured for predictive claims models.

The same archive surfaces patterns across the book: which exposures turned into claims and which positions held. That signal can flag claim likelihood while you are still quoting the risk.

Historical data · Structured signal
Patterns extracted from your archive
CohortsFaintStrongSignal

What it produces

Example outputs from workflows keyed off the workbench record.

Quote / Indication Letter

Draft quote or indication letter from the workbench record.

Non-Binding Indication Letter
Indication Letter
Draft indication letter
Policy Form
Buy-side R&W
Limit of Liability
$30,000,000
Retention
Policy Period
6 yrs
Indicative Premium
2.85% ROL
Underwriting Fee
Specific Exclusions
Word export

Underwriting analysis

Coverage analysis on the deals you win, grounded in the submission materials.

Underwriting
Issues and Questions
1Revenue recognitionMaterial
Ask
2Concentration riskMaterial
Ask
3Tax exposureQuestion
Ask

Purchase Agreement Review(transactional liability)

Purchase agreement review with comments grounded in your playbook.

Purchase Agreement Review
Project Atlas
Reviewed against your playbook · 2 deemed deletions · 1 deemed edit
Comments ready
Deemed deletion
In Section 4.7(b), the words "and are collectible in accordance with their terms" are deemed deleted.
Deemed edit
In Section 4.10(c), the words "to the Knowledge of the Company," are deemed inserted prior to the words "No event has occurred".
Deemed deletion
In the definition of "Knowledge", the words ", after due inquiry" are deemed deleted.
Word export

Bound policy package

Declarations and package from the underwriting record.

Bound Policy · Declarations
Policy Package
Bound
Declarations
Policy No.
Carrier
Policy Period
6 yrs
Limit of Liability
$30,000,000
Retention
Premium Bound
2.85% ROL
Specific Exclusions
Endorsements Bound
E-01
E-04
E-07
E-12

Connects everywhere you work

Works with your existing systems.

Google Drive iconSharePoint iconBox iconSalesforce icon
Excel iconEmail iconOutlook iconWord iconPowerPoint icon

Security & Compliance

Built for enterprise security.

SOC 2 Type II

AICPA SOC for Service Organizations