Eight capability areas. One system.
Designed as one platform rather than eight tools that email each other. Here's what each is built — or being built — to do.
AI in-house underwriting
Every document in a file read and cross-checked against 76 validation rules before a human opens it. AI reads; deterministic rules decide.
An assistant with a job description
Fixed playbooks, not open-ended chat — being built to prepare cancellations and endorsements for signature. Regulated actions stay with a licensed human.
Policy & client lifecycle
Clients, policies, renewals, and claims in one record — an append-only activity log behind every change.
E-signature, built in
Envelopes, audit certificates, and public verification — proven as a standalone product before it became a module.
Client portal
Clients see their policies and documents, get notified when carrier documents land, and start service requests that route to their broker.
Communications & marketing
Policy events routed as the right message, logged for audit. Campaigns to the book without exporting a spreadsheet.
Broker workflow engine
Defined states with an owner and a deadline. The compliance trail is a by-product of doing the work.
Back office
Commission tracking, statement reconciliation, and a payroll ledger built to CRA requirements.