For law firms
The renewal checklist
The fourteen AI questions a carrier may put on a renewal supplemental. No form.
Read it
For registered advisers
The pre-exam AI checklist
The fourteen things a CCO should be able to answer before a document request.
Read it
For specialty manufacturers
The Quote Clock
Twelve numbers to pull from your RFQ inbox and ERP. One morning’s work.
Read it
Free, thirty minutes, with a name on it
- The Renewal Dry Run — we answer every AI question on your last liability application against what is true.
- The Evidence File — we ask for five artifacts three parties want, and say which you have today.
- The Quote Clock — RFQs in, out, and how long each sat. We say honestly whether an agent helps.