Bring the sources together
Scope access to your Gmail inbox, case folder, and agency record or approved export. Your agency system remains the record.
INDEPENDENT COMMERCIAL INSURANCE AGENCIES
Find the gaps.
Show the evidence.
A submission review built around your agency’s checklist. Every finding names the rule, the source, the owner, and the next action.
Available now: a fictional walkthrough and a fit-review request. Agency data review starts only after approved access, checklist, and acceptance tests.
ONE AGENT. A PLAYBOOK FOR EACH JOB.
Your rules become a repeatable review.
Use approved requirements
Check common fields, coverage and carrier requirements, document dates, and differences across sources. Record the checklist version.
Return a usable findings report
Show what passed, what is missing, and what needs staff judgment. Unknown facts stay unknown.
Keep staff in control
Staff approve exact messages and agency-record changes. A pending approval holds that action while independent checks continue.
FICTIONAL CASE · FIXED SAMPLE DATA
See the full review, not just a verdict.
Choose a test case. Inspect its source inventory, nine sample rules, findings, and staff actions. These named records are illustrative text; this example does not read files or make insurance decisions.
THE PILOT DELIVERABLE
A review you can inspect and repeat.
A written playbook
Triggers, inputs, steps, decision rules, exceptions, and a definition of done for this job.
A shared set of tools
Approved scripts and templates are indexed and linked to their steps. Existing tools are reused before new ones are built.
Evidence checks
Check source counts, identity, checklist approval, rule coverage, findings, consistency, duplicates, approvals, survey controls when used, and tool reuse.
Controlled corrections
Record the cause, fix the process or tool, and rerun from original inputs. A missing document can be a completed finding; it does not make the submission complete.
Designed for the gaps in your current process.
If your existing platform already performs these checks reliably, we first assess that capability. A pilot makes sense when staff still compare emails, attachments, and records by hand, and your agency can maintain approved rules.
The proposed distinction is a maintained, agency-specific playbook with source-linked findings and named approval owners. Results must be measured in your workflow.
Measure before expanding
Agree on staff review time per case, confirmed omissions found, false flags, and repeat requests. Compare similar submissions and record the sample size.
Configure before launch
Start with one coverage type and an agreed carrier list. Verify access, a staff-reviewed test case, approvals, and failure handling. Review on receipt, on staff request, or every 48 hours once scheduling is tested.
Optional feedback, from the start.
The proposed opening survey asks applicants and staff where information collection is difficult. Participation is optional. Before collection, the agency approves the notice, named access, 30-day response deletion, and anonymous trend rules. The public demo collects no survey responses.
Written scope before payment.
Insurance work is quoted after the fit review. Scope names the checklist owner, tools, carrier coverage, delivery date, acceptance tests, staff review work, software costs, correction terms, and support costs. The general lead-response pilot price does not automatically cover this workflow.
Does this agent make insurance decisions?
No. The proposed workflow checks information against approved rules. Staff handle coverage questions, underwriting judgment, carrier acceptance, and binding.
What if a carrier rule or source is missing?
The affected check is marked blocked with an owner and next action. Approved general checks continue. The agent never invents a requirement or silently chooses between conflicting facts.
COMMERCIAL INSURANCE SUBMISSION REVIEW
Review your submission process.
Start with one coverage type and an agreed carrier list. Pricing follows a written scope and system review.
Tell us your current system, monthly submission volume, and approval owner. Darnley Weekes will review fit and the measurement plan before payment.