The platform
Reads the file, produces cited data
- Policies, leases, quotes and scans in
- Every value cited to its source
- Comparisons, certificates and coverage reviews
- An editable table, ready to export
Reliable AI for insurance
A platform that turns every policy into cited data, and embedded engineers who build your custom workflows on it
Private, and never used to train AI
Trusted partner of
A platform that reads every document. Engineers who build on it
The engineers
Embedded with your team, building custom workflows
- Find the workflow with the most hours
- Build the workflow on the platform, inside your systems
- Track the hours it saves
- Tune it until the numbers hold
Forward deployed
Engineers inside your teamInside your systemsCore platforms, email, your AI stack
Private by designStays in your region
Documents in. Structured data out
Every line item in an editable table, with the source quote behind every cell
Audit trailFile 4471
- 09:14Extraction complete, 28 rows
- 09:16Gap flagged: TLL $250K vs $1M
- 09:24Excel downloaded
3 steps logged
Lease · Schedule Cs. 3.3
Requires $1,000,000 of tenants legal liability.
$750,000 shortfall
Sample workflows
1 of 5
Certificates of insurance
Reads the policy and the holder's request, drafts each certificate on CSIO, ACORD or your own form, and confirms every requirement before a licensed broker signs
- Additional insured and waiver matched to the policy
- Batches of up to 5,000
- Anything the policy can't support is flagged, never issued
Certificate batch · Harbourpoint Properties3,706 / 5,000
- Tenant 104 · Northgate PlazaCSIODrafted
- Truro LogisticsACORD 25Drafted
- Cedarline GroupCSIODrafted
- Holdings Ltd · lease s. 9.2CSIOWaiver not in policy
50 per minute5,000 per batch
2 of 5
Multi-carrier invoicing
Reads the placement memo, binders, debit notes and agreements for one client, and returns the carrier breakdown, one client invoice and a BMS entry sheet your team copies from
- Errors flagged before anyone enters a thing
- One row per carrier per line, never package level
- Sub-broker paid on commission, not premium
Carrier breakdown3 carriers
| Carrier | Share | Premium | Comm. | Comm. $ |
|---|---|---|---|---|
| Carrier A | 25% | $250,000 | 15% | $37,500 |
| Carrier B | 30% | $300,000 | 17.5% | $52,500 |
| Carrier C | 45% | $450,000 | 20% | $90,000 |
- Premium
- $1,000,000
- Agency commission
- $180,000
- Sub-broker, 40%
- $72,000
- Our net
- $108,000
Client invoice: $1,000,000, commission not shown
3 of 5
SOV building
Builds a statement of values from appraisals, prior schedules and emails, one row per location, with the source behind every value
- Construction, occupancy and protection filled from the documents
- Gaps flagged, never guessed
- TIV totalled by location and overall
Statement of values · Harbourpoint Properties4 locations
| Location | Construction | Occupancy | Built | TIV |
|---|---|---|---|---|
| Memorial Ave, Thunder Bay | Masonry non-combustible | Retail | 1987 | $8.4M |
| Algonquin Ave, North Bay | Frame | Office | 2004 | $3.1M |
| Elm St, Sudbury | Joisted masonry | Warehouse | Missing | $5.6M |
| Main St W, North Bay | Fire resistive | Mixed use | 2012 | $11.2M |
Year built not in any source for Elm StTotal TIV $28.3M
4 of 5
Pink slip creation for auto
Issues the Ontario liability card for every vehicle on the schedule, straight from the policy and the fleet list
- One card per VIN
- VINs validated for length and duplicates
- New vehicles get a card the day they're added
Ontario liability insurance cardCard 31 of 34
- Named insured
- Northline Logistics Ltd.
- Policy
- NLX-2026-0412
- Vehicle
- 2024 Freightliner Cascadia
- VIN
- 1FUJHHDR4NLMV2311
- Effective
- 2026-03-01
- Expiry
- 2027-03-01
34 vehicles on the schedule2 added mid-term, cards reissued
5 of 5
Proposal building
Drafts the renewal or new business proposal from the expiring policy, the quotes and your template, with every figure cited
- Changes from expiring called out
- Market options side by side
- Your branding and your wording
Renewal proposalNorthline Logistics Ltd. · 2026
- ✓Coverage summarycited to the policy
- ✓Changes from expiring3 flagged
- ✓Market options3 carriers, side by side
- ✓Recommendationin your wording
Draft ready for broker reviewYour template
Small and embedded. You decide at every step
1Map
Find the hours
Trace the work and pick the workflow worth building
2Build
Ship in small steps
Evals and sign-off built in
3Run
Tune on real work
Sharpen on live results, then plan what's next
Certificates, live in six weeks
A 40-office insurance team
- 1MapWeeks 1 to 2
Shadow the certificates desk in two offices
Baseline: time per certificate
- 2BuildWeeks 3 to 5
Connect the inbox and core system, then draft certificates cited to source
Ready when drafts match yours
- 3RunWeeks 6 to 9
Live in two offices, every certificate approved
Hours saved, reported weekly
Tested, checked and measured
On your own files
Proven on your policies before anyone relies on it
Before anything ships
Scored by evals, signed off by licensed staff
In hours saved
Target return agreed before launch
Your documents stay private
Never used to train AI, never pooled across firms, never moved out of your region
Where it lives
Your region, chosen at onboarding. Canadian data stays in Canada.
How it's protected
TLS 1.2+ in transit, AES-256 at rest. Never used for training.
Who can see it
Named accounts, permissions per case. Never pooled across firms.
Who signs off
A licensed person approves every issuance. Every step logged.
Security questionnaire, subprocessors and DPA, unredactedAsk for them →