You're the Producer, the CSR and the Marketing Department.
It covers the desks you don't have.
Every Account You Write Adds to the Tail.
The account is the easy part. Then the application, the submission, the certificates, the mid-term changes, the renewal. And nobody to hand it to.
Four Jobs You'd Otherwise Hire For
Research
Companies worked up, decision-makers found, outreach drafted and follow-ups scheduled.
Analysis
Coverage schedules, gap reviews and exposure summaries, every finding cited.
Submissions
Applications filled from the documents on the account, narratives written, appetite matched.
Service
Certificates, BOR letters, loss runs and renewal prep, drafted and ready for your signature.
The Same Day, Handed Back
You start every run and read every output. Nothing reaches a client without you, which matters more when there is nobody else to catch it.
Simple pricing for busy brokers.
Starter
For the broker who uses it a few times a week.
Choose Starter- Every workflow
- Standard
- Your hardest renewals
Pro
Most popularFor the broker who uses it every working day.
Choose Pro- Every workflow
- 2x Starter
- Renewals and new business
Book
For the broker who runs it all day, every day.
Choose Book- Every workflow
- 4x Starter
- Your whole book
Brokerage
One plan for every broker on the team.
Talk to us- Every workflow
- Sized to your team
- Every broker's book
Cancel anytime.