Same insurance marketplace, commercial linesRecently deployed
A shared deal record brings insurer replies, missing documents and quotes into one placement workflow. Recently deployed; results are not yet measured.
Delivered by our founding team at a previous firm. Clients anonymised under NDA.
High-premium commercial policies were placed over email. Slow replies lost customers, and leaders saw nothing. Twenty-seven lines, 12–24 hours to answer a customer, often one quote back with nothing to negotiate. No visibility of open requests; placement rules applied case by case.
One deal record for every request. Insurers answer from a dashboard or by email, and both update it; AI reads each insurer email and turns missing documents into tasks. Pre-fill from last year's policy, one submit to every chosen insurer, quotes side by side, bind and push to the core system. Sealed bids; a doubtful email waits for a person.
Results to follow.
Dashboard and email feed the same record.
Missing documents become tasks. Doubtful emails wait for a person.
Quotes side by side, then bind and send to the core system.
Recently deployed. Delivered by our founding team at a previous firm. Clients anonymised under NDA.
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