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Less time reading files. More time reading risk.

Submissions arrive extracted, enriched, and triaged against your appetite rules — anomalies flagged, every fact traceable to its source page. You make the call; the desk keeps the record. — across property, general liability, and cyber programs.

CHASE IN PROGRESSHarbour Point Marina Ltd.HABITATIONALSUB-2026-05904

Received

2:41 PM

Flags

3

Chase drafted

2:47 PM
6 documents · SOV p.2–3 · ACORD 125
Loss run — currentlast run 8 months oldbroker thread 09:31
MISSING
TIV reconciles?SOV $6.1M vs ACORD $5.9MSOV p.3 / ACORD 125
CONFLICT
Roof age31 yrsSOV p.3
OK

DRAFTED CHASE · READY TO SEND

Can you send the current loss run? The file is ready except for it.

Send to brokerEdit
3 flags · 1 chase drafted · every value cited to source

Harbour Point Marina Ltd.

  • SUB-2026-05904 · Habitational
  • 6 documents · SOV p.2–3 · ACORD 125
  • Received 2:41 PM · chase drafted 2:47 PM
SOV normalizationCOPE completenessTIV aggregationRoof age verificationISO construction classProtection class · PC 1–10Occupancy mixTier 1 windLoss run triangulationACORD 140 / 125Secondary modifiersSOV normalizationCOPE completenessTIV aggregationRoof age verificationISO construction classProtection class · PC 1–10Occupancy mixTier 1 windLoss run triangulationACORD 140 / 125Secondary modifiers
Appetite scoringAuthority checkReferral packetDelegated (binding) authority limitsCapacity attributionDeclination reason captureBordereau readinessSource confidence profileStraight-through quoteHabitational playbookShopping mall occupancy playbookAudit trailAppetite scoringAuthority checkReferral packetDelegated (binding) authority limitsCapacity attributionDeclination reason captureBordereau readinessSource confidence profileStraight-through quoteHabitational playbookShopping mall occupancy playbookAudit trail

01

The email lands.

  • Forward it and get back to what you were doing. ACORDs, SOVs, loss runs, supplements — read and normalized in whatever format they arrived.
FWD: SOV_v7_FINAL(2).xlsxRE: RE: Loss run?ACORD 125 — attached

NORMALIZED RISK RECORD

Harbour Point Marina Ltd.

ACORDs, SOVs, loss runs, supplements — read and normalized in whatever format they arrived.

02

The file is worked before you open it.

  • Fields extracted, duplicate locations collapsed, enrichment attached per building. When the broker sends SOV_v7_FINAL(2), the desk knows which version counts.
SOV_v7_FINAL(2) → v7
Building
Enriched
Source
Harbour Point — Bldg 1
Flood AE · Wind Tier 1 · PC 4
SOV p.3
Harbour Point — Bldg 2
Flood X · Wind Tier 2 · PC 4
Hazard data feed
Harbour Point — Bldg 3
Flood X · Wind Tier 1 · PC 5
ISO PPC

03

The chase is already started.

  • A missing current loss run, a location listed twice, TIV that doesn’t reconcile across documents — flagged in minutes, with everything needed to chase while the submission is still warm.
CHASE IN PROGRESSHarbour Point Marina Ltd.HABITATIONALSUB-2026-05904

Received

2:41 PM

Flags

3

Chase drafted

2:47 PM
6 documents · SOV p.2–3 · ACORD 125
Loss run — currentlast run 8 months oldbroker thread 09:31
MISSING
TIV reconciles?SOV $6.1M vs ACORD $5.9MSOV p.3 / ACORD 125
CONFLICT
Roof age31 yrsSOV p.3
OK

DRAFTED CHASE · READY TO SEND

Can you send the current loss run? The file is ready except for it.

Send to brokerEdit
3 flags · 1 chase drafted · every value cited to source

04

Your appetite already triaged it.

  • Your thresholds ran on the way in — in-appetite, refer, out-of-appetite — with the fired rules shown underneath. What reaches you is a recommended call you review, not a final call — yours to make.
IN-APPETITEREFEROUT-OF-APPETITE

Fired rules

R-07 roof age ≥ 30 yrs → refer · src SOV p.3

HAB-WIND-02 named-windstorm ded > 3% → refer · src guidelines p.12

05

You decide.

  • Override anything, anytime — without leaving the file. Overrides inside your authority band are yours to make; anything above it climbs the referral chain your program already defines, and your CUO sees the override history either way. Who, when, and why recorded with every call.
R-07 roof age ≥ 30 yrs → refer

SOV p.3 · roof year 1995 · hail county

OverrideRefer up

who · when · why recorded

J. Okafor · 2:51 PM · hail-county comp; broker confirms re-roof pending

06

The record wrote itself.

  • Inputs, sources, rules fired, exceptions, rationale — kept as you worked. Nothing to reconstruct when someone pulls the file.

SUB-2026-05904

insuredHarbour Point Marina Ltd.ACORD 125
locations3 buildingsSOV p.2
roof age31 yrsSOV p.3
R-07Roof-age referral ≥ 30 yrsREFERguidelines.pdf p.12
dispositionREFER

src: guidelines.pdf p.12

Every fact cited to source

Audit-ready records by default

You make the call — always

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