Let's set up your book. A few small steps. About four minutes.
▶ Or watch the 2-minute walk-through first
You do not need to be technical to get value here. It does the reading across your book, so you spend your time on the calls only a person can make.
Boring search, your judgment. It reads the policies, the COIs, and the carrier portals in seconds and never skips one. You decide, and it does the looking.
Catches rushed mistakes. A coverage gap, a lapsed renewal, a number that does not match the binder. It flags what does not match before it reaches a client.
Keeps what a retiring producer knows. When a veteran producer retires, the book's relationships and quirks usually leave too. It writes down how each account was handled, so the next producer picks up where the last one left off.
About the engine. You will hear the word model, the engine that reads text and finds patterns. Several companies make them, and this is not tied to one. Learn it once, and the engine underneath can be swapped without relearning.
We do not move anything. You stay in Outlook, Docusign, and your carrier portals. We just remember what they each forget about the others.
One account to thread around. We pick one so the pilot stays clean. You can add the rest of your book on Day Two.
Their space stays plain by default — what they're covered for, what it costs, and what you're handling next. You decide the depth, per client.
We pull the last 90 days from your tools and weave Northwind's account from what's already there. About four minutes the first time.