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Alternative-risk intelligence for insurance brokers

Turn complex risk into recommendations clients trust.

Advanced Underwriters brings proposals, spreadsheets, loss runs, and broker assumptions together, so brokers can compare programs and create client-ready Excel and PowerPoint files.

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One connected analysis

  1. 01Documents
  2. 02Review
  3. 03Compare
  4. 04Deliverables
  1. Compare
  2. Review
  3. Deliverables

Illustrative product views use sample data

Compare

See the trade-offs before the recommendation.

Compare captive, large-deductible, and traditional insured programs from the same reviewed assumptions.

Test the recommendation without rebuilding the analysis.
Illustrative program comparison using sample data

Review

Know where every important number came from.

Trace reviewed values to the document, page, worksheet, or broker note before they affect the comparison.

Update changing terms without losing the source.
Illustrative source review using sample data

Deliverables

Carry the approved analysis into the client conversation.

Create editable Excel and PowerPoint files from the approved analysis and see what is current and ready.

Prepare the recommendation instead of rebuilding files.
Illustrative deliverables workspace using sample data

Free workspace

Start with one client package.

Start with document review, compare program options, and create client-ready files in one workspace.

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Encrypted in transit and at rest

Protected document handling

TLS protects files in transit. Cloudflare-managed AES-256 encryption protects them at rest.

Workspace access

Access is based on roles

Organization roles control who can review documents and work with client records.

Standard source review

Raw documents are not sent to external AI

Raw source documents are not sent to external AI providers during standard source review.