Source package intake
Upload proposals, schedules, loss runs, and workbook exhibits into one authorized review path.
Alternative-risk insurance software
Alternative-risk insurance software for brokers
Compare captive, large deductible, insured, and other alternative-risk options from reviewed source documents instead of disconnected spreadsheets.
Broker workflow
Give producers a clearer way to compare risk-financing options.
Advanced Underwriters keeps source evidence, reviewed assumptions, and program comparison together so brokers can explain the recommendation path clearly.
Reviewed terms
Approve values and assumptions before they affect Compare or client deliverables.
Scenario comparison
Compare program structures side by side with source-backed notes and export-ready outputs.
How it helps
Built for renewal pressure, not spreadsheet maintenance.
The workflow helps brokers move from source documents to evidence-backed recommendations while preserving the details a client will ask about.
Bring the package into one lane
Keep proposal PDFs, loss data, collateral schedules, and broker assumptions tied to the same account.
Resolve source questions
Clarify conflicts before the model turns those values into client-facing comparisons.
Generate the story
Move reviewed comparison work into Excel and PowerPoint deliverables for the broker team.
Before and after
Move the account from spreadsheet cleanup to source-backed decisions.
Manual spreadsheet path
- Rekey terms across workbooks
- Separate evidence from assumptions
- Rebuild decks after each change
Advanced Underwriters path
- Source evidence stays attached
- Comparison and output share reviewed values
- Deliverables regenerate from the approved path
Build the renewal story from reviewed source evidence.
Start with a free workspace, upload authorized broker documents, and move toward pricing when your team is ready for ongoing source intake and deliverables.