Platform

Inside the intelligence layer

Pre-built reasoning capabilities for regulated, judgment-heavy work. One platform underneath. Every run sourced, inspectable, defensible end to end.

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Where we sit

We manage the reasoning layer your firm runs on

Configured to your firm, composable across whatever data and surfaces you already use, improving with every run, defensible end to end.

Interfaces

Apps · dashboards · workflows · surfaces

Intelligence

Reasoning · sourcing · routing · trace

Data

Filings · prior runs · customer overlays

Flexible across data, systems, and surfaces

Seven shapes of work, one platform

Each is a distinct shape of work. Compose them, or run them alone.

Match

Two-sided pairing, fully reasoned. Ranked output with sourced rationale per pair.

Evaluate

Subject scored against a rubric. Multi-dimensional rating with evidence per dimension.

Reason

Multi-step analysis end to end. Scoping, evidence, and synthesis handled in sequence.

Diligence

Deep multi-source investigation on a specific target. Sourced findings with red-flag callouts.

Triage

Classification and routing of incoming items at volume. Tier, destination, and rationale on every item.

Synthesize

Sources combined into a structured deliverable. IC memos, board briefs, partner decks, regulatory summaries.

Forecast

Scenario modeling and forward-looking analysis. Base case, sensitivity, and sourced assumptions on every output.

Audit-grade

Every run is interrogable, end to end

Every input, retrieval, model call, and scoring step preserved with full provenance. Reviewable in the UI, queryable via API.

Traceinsurance/carrier-match·run_a8c4f21

Sealed · 5 steps · 24.0s

step

0s6s12s18s24s

INTAKE

380ms

CONTEXT

5.2s

REASONING

12.2s

Defensibility packet

packet_c8a4f21

Recommendation

Meridian Mutual

#1 of 48 carriers screened

Appetite

0.96

Capacity

0.92

Rate

0.88

Financial

0.96

Composite0.94calibrated against 142 priors

Basis

A.M. Best A++ · 2026 reaffirmation
ISO CG-0001 (10-25) coverage form
NAIC rate filing TX-GL-2025-04
+14 supporting sources

A++ financial strength backs the recommendation. Coverage form aligns with the submission's exposures. Rates within prior-placement bounds for similar GL/TX accounts.

Alternatives

Cascade Specialty#2 · 0.71
Strong appetite and acceptable financial. Pulled down by rate-adequacy caution on small-account discounting.
Northbrook Re#3 · 0.43
Acceptable on rate. Capacity tightening (18% over plan YTD) collapsed the capacity score.

⋯ 45 carriers dropped

Defensible against

✓
Fair-lending reviewexclusion criteria sourced; no protected-class proxy
✓
E&O scrutinysourced rationale paired with every recommendation
✓
Market-conduct auditplacement criteria documented and applied uniformly

Open full trace·Export packet·Pull via audit API

Engine v35.2 · packet_c8a4f21

VERIFICATION

4.3s

DEFENSIBILITY

2.0s

Total · 24.0s

Audit · packaged

The flywheel

The system gets better the longer it runs in your environment

Two streams feed the engine: run outcomes and human annotation on every call. Aggregated, both raise the floor on every subsequent run.

Two streams · one engine

↻ every submission

Accessible from API or UIv34 → v35 → v36

Built around your firm. Always current. Flexible to deploy

Configured to your firm

Pre-built capabilities, configured to how your firm actually works. The exclusions, edge cases, and standards your team uses every day. Encoded as the platform's defaults.

Override by design

Every recommendation surfaces its reasoning. Operators interrogate, override, or refine when needed. Have a human in the loop, or run completely autonomously.

Multi-model by default

Not locked to a single model. The platform routes work to the best one for each task. Your firm gets the latest reasoning capacity without rebuilding.

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See the platform in action

Walk through examples of deployments and see how the platform maps to your firm's work.

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