Product tour

Every screen an account team uses, on an illustrative book

Home for each role, the policy-checks queue, the Check Workspace and its seven zones, the coverage taxonomy, the Rules Studio and the agents’ pages. Everything below is the running product on invented data.

Home

What needs you, first

Home is built per role — account executive, account manager, practice leader. It opens on what is waiting on you, what the agents did, signals such as an overdue carrier correction, and insights ranked by what each is worth.

Home · Practice leader

Home for an illustrative practice leader: being checked, failures open, with carriers and late to client; and the five practice leader sign-offs waiting

Policy checks

Every policy in checking, and why it is waiting

One ranked list across the book: stage, effective date, checks matched, renewal changes (with how many narrow cover), total cost, and what is waiting — fails, reviews, requests with the carrier, decisions prepared.

Policy checks

01 · Findings

What the agents found and prepared

Prepared decisions on top — each with the agent, its level, whether the engines or the model wrote it, the facts behind it and Accept, Reject or Ask. Below, every finding by severity with its citations and Approve for the client summary.

Findings · What the agents found

What the agents found on an illustrative general liability renewal: high-severity findings for a deductible narrower than expiring, a deductible that differs between binder and policy, a restrictive endorsement on the policy the binder doesn't have and a waiver endorsement missing, each with the cited pages and Approve for the client summary

02 · Documents

The file, read page by page

Expiring policy, quote, binder, issued policy and endorsements, each with pages, fields read and labels left unmapped. Upload a PDF or text; InsightXtract reads it where configured.

Documents

03 · Fields

The canonical coverage model

One row per canonical field, every document’s value and the carrier’s own label under it. A value read by a close match says so.

Fields · Cyber

The Fields zone on an illustrative cyber policy: aggregate limit, ransomware, business interruption and social engineering sublimits, retention and waiting period read across quote, binder and policy, the ransomware sublimit flagged as differing and read through a learned label, and two labels the taxonomy doesn't know yet

04 · Proofing

Pass, fail or review — both sides cited

The policy as endorsed against the binder, the binder against the quote, plus the derived checks. Raise with carrier, accept or waive with a reason.

Proofing · Umbrella

The Proofing zone on an illustrative umbrella: layer 3 attaching at $15,000,000 where layer 2 ends at $10,000,000, a $5,000,000 gap; the underlying commercial auto limit at $500,000 against $1,000,000 bound; a layer the binder doesn't show

05 · Comparison

The renewal against the expiring

Every change at quote, binder and policy, read as broader, narrower, costs more or costs less, with its severity. For a tower, the layers side by side.

Comparison · Umbrella

The Comparison zone on an illustrative umbrella renewal: premium up 13.9 percent, the third layer moving from $10M excess of $10M to $10M excess of $15M, and the tower at expiring, binder and policy side by side

06 · Corrections

What the carrier was asked, and where it stands

Each request with its number, severity, due date, the request text, and Follow up, Acknowledged, Corrected or Waive. A corrective endorsement re-proofs the policy.

Corrections

Four illustrative correction requests with the carrier

07 · Delivery

The summary the account executive signs

Not ready while anything is unresolved, and it says what. Once settled, the delivery writer drafts the client paragraph and what changed; the AE signs and delivers.

Delivery · Delivered