The Advanced Underwriters platform

One analysis record. Every decision connected.

Bring the broker package into one source-backed workflow. Review the evidence, compare alternative-risk structures, and carry the approved recommendation into client-ready output.

Get started10 lifetime source uploads. No card required.

Illustrative reviewed source evidence — Illustrative product views using fictional fixture data.

Illustrative comparison workspace — Illustrative product views using fictional fixture data.

One analysis record

01DocumentsAssemble the source package.02ReviewVerify terms and assumptions.03CompareTest program trade-offs.04DeliverablesCarry the decision forward.

01 · Documents

Start with the material already shaping the conversation.

Bring proposals, spreadsheets, loss runs, schedules, and broker assumptions into one analysis record without flattening away where each item came from.

One package. Clear readiness. Less chasing files across inboxes.

+Add source filesPDF, XLSX, CSV · authorized broker material

Source package · 4 files

Renewal proposalTerms and program structureReady

Loss runsClaims and development detailReady

Vehicle scheduleFleet values and unitsReady

Broker assumptionsReviewed recommendation inputsReview

Illustrative review workspace showing source-backed values

02 · Review

Know where every important number came from.

Reviewed values stay connected to the document, page, sheet, or broker note behind them. Exceptions and judgment remain visible before they affect the comparison.

Reconcile changing terms without losing the source trail.

03 · Compare

See the trade-offs before you make the recommendation.

Compare captive, large-deductible, and insured structures from the same reviewed assumptions. Test the recommendation while cost, cash flow, control, and risk transfer remain visible.

Illustrative program comparison workspace

Change the scenario. Keep the analysis connected.

04 · Deliverables

Carry the approved analysis into the client conversation.

Generate editable Excel and PowerPoint output from the reviewed analysis, with readiness, freshness, downloads, and history visible before the meeting.

Spend more time testing the recommendation. Less time rebuilding it.

Supporting workspaces

Carry reviewed account data into the work around the analysis.

Applications and Templates support carrier submission preparation without changing the core Documents → Review → Compare → Deliverables path.

Applications

Prepare carrier forms from reviewed account data.

Map trusted analysis sources into authorized PDF carrier applications, review the answers, and download the completed file in the browser.

General information 12 mapped
Exposure schedule Reviewed
Manual answers Session only

Templates

Keep reusable blank forms and mappings organized.

Manage workspace-scoped carrier templates and reusable field mappings for future applications without storing completed packets.

Carrier application · AcroForm Active
Fleet layout · mapped form Mapped
Blank PDF library Workspace

Free workspace

Start with one client package.

Move one authorized broker package through source-backed review, program comparison, and client-ready output.

Get started10 lifetime source uploads. No card required.