Faster PDS turnaround. Sharper recommendations.
Built around the work brokers actually do: renewals, market comparisons, SOA documentation. Hours of manual review become minutes of structured analysis.
THE WORK, IN LESS TIME
Built for the broker workflow.
Renewal prep in minutes
Last year's policy reviewed and side-by-side with this year's market in the time it takes to make coffee.
Real market comparisons
Stop relying on the broker pack summary. Compare wordings clause by clause.
SOAs that write themselves
Citation-linked summaries drop straight into your statement of advice.
A DAY IN THE WORKBENCH
From inbox to advice in three moves.
01 INBOX
PDSs land, indexed.
PDSs and quote slips parsed and routed by the Mailroom, automatically.
02 ANALYSIS
Read before you open it.
Coverage, exclusions and sub-limits extracted before you open the file.
03 ADVICE
From compare to SOA.
Compare options, draft the recommendation, export the file note, all in one workspace.
WHAT YOU STOP DOING
The grind, gone.
- Re-reading 90-page PDSs to find one sub-limit.
- Manually transcribing wording differences into comparison tables.
- Copy-pasting clause references into SOAs and hoping the citation is right.
- Maintaining your own spreadsheet of which client got which version of which policy.
Run your book on the workbench.
Free tier gives you $1 of usage every month. Premium scales to the renewal cycle.