Be the insurer you set out to be.
AI agents take the busywork out of underwriting, claims, and service, so your people spend the day on the decisions that grow the book.
50+ insurers, MGAs, and brokers run software we built. Here is what it changed for three of them.










Insurers, MGAs, and brokers run differently, so we start from how you work
Carriers
You carry the risk, and the regulator watches the clock.
- First notice to first payment
- Renewals and non-renewal notices
- Cancellation for non-payment
- Policy changes and endorsements
MGAs
You underwrite for carriers, inside limits someone else set.
- Submission to bind, inside delegated authority
- Bordereaux to every carrier
- Producer licensing and appointments
- Program rate and rule changes
Brokers and agencies
You work for the client, across many markets.
- Marketing an account to many markets
- Certificates of insurance
- Surplus lines placement and filing
- Renewal remarketing
We strategize, build, and operate your software until it pays
You get one team from the first process map to the quarter the numbers move. When we build, we start from two platforms of our own, so you start from working software, not a blank page.
Strategize
We map one process as it runs today: every task, who does it, how long it waits, what it costs. Then we pick where agents pay first.
A process map and a business case you can checkBuild
Prototype rounds with your underwriters, adjusters and service reps every week. Agents, rules and screens, on the core you run.
Working software in your tenant, not a deckOperate
We run it with you against the KPIs we agreed, and keep tuning until the numbers move. Then we keep them there.
A dashboard that shows built versus ran, every weekTwo platforms let you start from working software
When we build, we start from two platforms of our own. Use them together, one at a time, or not at all: the blueprint works on the core you run.
Your people and agents work in one place, on top of your core
This is our framework for an agent-ready insurance operation. Agents don't live in a chat window: they work inside your processes, a submission, a claim, a renewal, a bordereau, next to your people, through a gate into the core you run.
Every build holds to six rules. Agents work on your core, inside your controls, and on the record.
Your processes, drawn the way you run them
Pick your business to see its processes. Each shows where the work happens: people and agents in Workbench, the record in InsureEdge or your core.
- Arrives by Email: the producer's submission
- 1. IntakeDone aloneService agentRulesWrites to Party in the core
- 2. UnderwriteNeeds underwriterRulesUnderwriting agentUWUnderwritersigns
- 3. Rate and quoteNeeds underwriterRulesUWUnderwritersignsService agentWrites to Policy in the core
- 4. BindNeeds underwriterPRProducerService agentRulesUWUnderwritersignsWrites to Policy in the core
- 5. IssueDone aloneRulesWrites to Policy in the core
- Leaves by Email: policy documents



