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The department

Eight components. Policy checking is the first.

This is the back office an agency already runs, taken apart into eight pieces that arrive one at a time. Each one needs more access than the one before it, so you hand over the next only after the last has earned it.

In deployment order

Read down the access column.

It starts at documents you email and ends at your whole book. Nobody grants the bottom of that list to someone they have not worked with, and the order is what makes it unnecessary to ask.

  1. 01

    Policy Checking

    Access required: Emailed PDFs

    Takes in
    Quote, binder or application, plus the issued policy
    Returns
    Discrepancy report, each flag cited to a page

  2. 02

    Loss Run & Submission Intake

    Access required: Emailed PDFs

    Takes in
    Carrier loss runs in any format, ACORD applications
    Returns
    Structured claims and exposure data, plus a pre-filled submission packet per carrier

  3. 03

    Commission Reconciliation

    Access required: Book export, read

    Takes in
    Carrier commission statements matched against a policy export
    Returns
    A matched ledger flagging short, missing and mis-rated payments

  4. 04

    COI & Endorsement Desk

    Access required: Service inbox

    Takes in
    Certificate requests, endorsement requests, ID card requests
    Returns
    Drafted certificates and endorsement requests, routed to a human for approval

  5. 05

    Renewal Prep

    Access required: AMS read/write

    Takes in
    The 90/60/30-day pipeline, expiring coverage, loss activity, exposure changes
    Returns
    An assembled renewal file, a remarket recommendation, a client-facing renewal summary

  6. 06

    Book Analyzer

    Access required: Full book

    Takes in
    Households, policies in force, coverage schedules
    Returns
    Ranked monoline households and named coverage gaps, one specific gap per account

  7. 07

    Producer Copilot

    Access required: Their corpus

    Takes in
    Carrier appointments, appetite guides, underwriting guidelines, forms
    Returns
    Cited answers to who writes this risk, in this state, with this loss history

  8. 08

    Client Communications

    Access required: Deferred

    Not built. It is on the list because the list is honest about where it stops, not because there is something here to sell you.

Deployment starts at 01 and does not skip. Policy checking is the only component being sold today.