Evidence-backed inputs
Capture proposal terms, loss data, collateral exhibits, and broker notes before modeling.
Captive insurance comparison
Captive insurance comparison software
Help broker teams compare captive insurance structures against deductible and insured alternatives with source evidence and client-ready outputs.
Broker workflow
Compare captive options without losing the source trail.
Captive decisions need more than a single cost estimate. The app helps brokers keep program comparison, reviewed source terms, and deliverable notes aligned.
Program comparison
Evaluate captive, deductible, insured, and other structures in one decision view.
Broker approval path
Require reviewed assumptions before recommendations move into client output.
How it helps
Make the recommendation easier to defend.
Source-backed comparison gives the producer, account executive, and client a cleaner way to see what changed and why it matters.
Approve the terms
Review retention, premium, collateral, and loss assumptions against the documents that support them.
Compare the structures
View captive and non-captive alternatives side by side with notes that survive into deliverables.
Export the package
Create broker-ready Excel and PowerPoint output from the same reviewed path.
Before and after
Move the account from spreadsheet cleanup to source-backed decisions.
Disconnected captive analysis
- Captive assumptions live in separate tabs
- Evidence is hard to trace during client review
- Deck updates lag behind model edits
Source-backed captive comparison
- Program comparison starts from reviewed source evidence
- Assumptions stay visible before output
- Workbook and deck use the current approved work
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.