WORKBENCH
The tools we build into your agency. Proposals, comparisons, ACORDs, loss runs, and certificates become review and judgment instead of manual production.
[YOUR AGENCY LETTERHEAD]
COMMERCIAL PACKAGE COMPARISON
Ridgeway Machine Co.
Renewal effective November 21
| COVERAGE | CARRIER A | CARRIER B | CARRIER C |
|---|---|---|---|
| Annual premium | $41,280 | $38,950 | $44,100 |
| Property deductible | $2,500 | $5,000 | $2,500 |
Bellwether note: Lowest premium, but double the deductible. Worth a conversation. | |||
| GL each occurrence | $1M | $1M | $1M |
| Equipment breakdown | Included | Endorsement | Included |
Carrier A
$41,280
$2,500 deductible · Equipment breakdown included
Carrier B
$38,950
$5,000 deductible · Equipment breakdown by endorsement
Bellwether note: Lowest premium, but double the deductible. Worth a conversation.
Carrier C
$44,100
$2,500 deductible · Equipment breakdown included
Built in Workbench. Branded to your agency. Reviewed by your team before it goes out.
THE TOOLS
Proposals
Turns carrier quotes into a client-ready proposal on your letterhead.
Reviews, adjusts, and sends.
Comparisons
Lines up carriers side by side and flags the differences that matter.
Decides what to recommend.
ACORDs
Prefills applications from the client record.
Checks and signs off.
Loss runs
Requests, tracks, and organizes loss runs across carriers.
Follows up where a carrier stalls.
Certificates
Drafts certificates from the actual policy record.
Approves and issues.
HOW IT BEHAVES
Every document carries your agency's name and letterhead, not ours.
Drafts come from the policy and client record in your systems, not retyped.
A licensed person at your agency approves every client-facing document.
Carrier attribution appears as a plain disclosure, never as borrowed logos.
AVAILABILITY
INCLUDED
Workbench tools are part of every Operating System engagement, starting with the ones that save your team the most time.
STANDALONE
Not sold separately today. Ask if you want it scoped on its own.
YOUR DATA
Workbench reads from your systems and stores working files in a database isolated to your agency.
ONE AGENCY PER MARKET
We work with one agency per market. Tell us where you are and what you're trying to solve. Every request is read personally, and you'll get an honest answer on fit and availability.