Commercial insurance tools for US agencies.
The document and checking work between submission and renewal, in one place: form comparison, coverage gap review, submission packets, renewal reports, screening and claim notices. 14-day trial, no card required.
Form and quote comparison
Expiring form against quoted terms, side by side: changed limits, new exclusions, altered conditions and endorsement differences called out in plain English.
Coverage gap review
Check a placement against what a comparable account normally carries, so you can raise the gap with the client before the loss does.
Submission packets
Build a clean market submission from the schedule and loss runs you already hold — one document underwriters and wholesalers can quote from.
Renewal reports
A client-ready renewal report covering what changed, what it costs and what you recommend, produced from the file rather than typed from scratch.
Client and sanctions screening
Screen the named insured and related parties at onboarding and renewal, with the result kept on the file as evidence.
Claim notice packets
Capture the loss once and produce a notice the adjuster can act on, with the checklist for the line of business.
Where commercial lines time actually goes
Rating and the management system are solved. The hours go somewhere else: reading forms, chasing schedules, rebuilding submissions for each market, writing the renewal report the night before the meeting, and putting a loss notice together from a voicemail. That is the work these tools take on, for small commercial through middle market.
Built for the E&O record
Every comparison, screening result and summary is saved against the user account with a date. When a client says they were never told about an exclusion, the file answers for you — and the account manager who inherits the file can see what was done and why.
No migration, no modules
Nothing moves out of your agency management system. Staff sign in, run the piece of work they need and download the document. One subscription per user covers every tool, billed in pounds sterling by the UK company behind the product.
Run one live renewal through it
Fourteen days, every tool, no card. Bring an account you are working on this week.
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