Bring the client package together
Keep proposals, schedules, loss runs, spreadsheets, and broker assumptions with the same client analysis.
Alternative-risk insurance software
Alternative-risk insurance software for brokers
Compare captive, large-deductible, traditional insured, and other alternative-risk options using the same reviewed documents and assumptions.
How it works
Give producers a clearer way to compare risk-financing options.
Keep the source documents, approved assumptions, and program comparison together, so brokers can explain what they recommend and why.
Review the terms
Confirm values and assumptions before they affect the program comparison or client files.
Compare program options
Compare program options side by side, with notes that link back to the reviewed source.
Why it helps
Built for renewal pressure, not spreadsheet maintenance.
Move from source documents to a clear recommendation while keeping the details clients are likely to ask about.
Keep everything with the client
Keep proposal PDFs, loss data, collateral schedules, and broker assumptions with the same client analysis.
Resolve questions before comparison
Resolve conflicting terms before they affect the program comparison.
Create the client presentation
Create Excel and PowerPoint files from the reviewed comparison.
Before and after
Move from manual cleanup to one connected analysis.
Manual spreadsheet process
- Re-enter terms across spreadsheets
- Track source documents separately
- Rebuild presentations after every change
Connected analysis
- Values link back to their source
- Comparisons use the reviewed assumptions
- Excel and PowerPoint files update from the approved analysis
Build the renewal recommendation from reviewed source documents.
Start with a free workspace, review one client package, and choose a paid plan when your team needs ongoing use.