Five workflows your CSRs, producers, and account managers run constantly: proposals, comparisons, ACORD apps, loss runs, certificates. Custom-branded to your agency. Six-hour proposals become six-minute reviews. Every correction trains the system to be sharper.
Your team drops a raw carrier quote into the Workbench. The extractor pulls every coverage, limit, deductible, and endorsement. Your team reviews the fields. Corrections take seconds, not minutes. Download the finished proposal, fully branded to the agency, in your agency's voice.
Drop up to three carrier quotes side by side. The Workbench builds the comparison grid, coverage-by-coverage, limit-by-limit, endorsement-by-endorsement, with material differences highlighted. Your producer walks into the client conversation with the whole picture.
ACORD 125, 126, 140, whatever the carrier wants. The Workbench pulls from the client record and prefills every field it can, flags what's missing, and lets your team complete the app in minutes instead of hours. New ACORD versions supported as they release.
Shopping a client with a new carrier requires loss runs from every current carrier across every line of business. The Workbench manages the full request workflow: drafts the request letters, tracks outstanding responses by carrier and line, chases what's missing, and consolidates everything that comes back into a single package ready to submit. No more hunting down loss runs one email thread at a time.
Every COI request read, matched to the master cert in your AMS, and drafted with the holder's wording, with the coverages and endorsements verified against the actual policy before anything goes out. Additional insured, waiver of subrogation, primary and non-contributory: the wording patterns your agency has approved before come back automatically. Anything unusual gets flagged for your judgment.
The Workbench doesn't ship finished. It ships tuned to your agency's house rules, carrier mix, and team workflows. Every edit your team makes trains the extractor for the next quote.
Every correction, every field flagged, every carrier selection, every renewal narrative: the Workbench watches your team's decisions and adjusts. Month one, it's 92% accurate on a new carrier. Month six, it's 98%. Month twelve, your team stops looking at the fields you never correct anymore.
The Workbench installs as part of any engagement. Ask about starting with a single tile.
Workbench installs live inside every engagement. Request one and tell us where your team is losing the most time. We'll respond within two business days.