Industries / 01 / Insurance brokerage
Risk profile, ranked carriers, and client-ready proposals
For retail brokerages, wholesale, and MGAs. Configured to your appointments, your appetite, and your house view.
Who
Retail brokerages, wholesale & MGA, mid-market and enterprise
Lines
Commercial and personal lines
Input
Submissions, account history, and your firm's appointments, appetite, and house view
Output
Risk profile with gap analysis; ranked carriers; quote ranking; client-ready proposals
Deployment
Managed; configured to your firm's appointments, appetite, and house standards
What it does
Five capabilities across the placement workflow
01
Risk profile and gap analysis
Categorical scoring across exposure, claims, financial strength, operational risk, and coverage gaps.
02
Coverage scorecards
Per-line coverage scoring with an overall score, sourced to the underlying terms.
03
Ranked carrier options
Carriers and products ranked against your appointments and appetite, single- or multi-carrier, with sourced rationale per dimension.
04
Quote ranking
Quotes ranked against the client's risk profile and your house view. The strongest option is not always the cheapest.
05
Client-ready proposals
Branded proposals with selectable options, sourced rationale, and your firm's disclaimer language. Generated from the same inputs, not re-keyed.
How the platform fits into the placement workflow
Input
Submissions and your house view
Submissions, account history, appointments, appetite, and house view arrive normalized.
Output
Risk profile to client-ready proposal
Risk profile with gap analysis, ranked carriers, quote ranking, and proposals. Sourced rationale per dimension, audit and E&O ready.
Calibrated
To your appetite and house standards
Configured to your appointments, appetite gates, exclusion rules, and house vocabulary. Stays current as your relationships shift.
Example output
What your producers see
Per-account risk profile and ranked carrier options, with sourced rationale per dimension and appointment status visible on every carrier.
Account: Commercial trucking, 35 power units / 60 trailers
Ranked carrier options
Carrier A — Auto liability
Appointment active · within appetite · sub-30d turnaround
Carrier B — Auto liability + cargo
Strongest fit on exposure profile and claims history
Carrier fit
Carrier B — Auto liability + cargo
Assessment: Strongest fit; appointment active and within appetite
Carrier C — Auto liability
Appointment active · pricing 8–12% above market
Carrier D — Cargo only
Power-unit count exceeds carrier guideline of 25
Questions brokerages ask
Book a demo
See the platform in action
Walk through example placements end-to-end: submission to proposal, with your appointments and house view configured in.