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Your filed guidelines, finally doing the checking.

Your underwriting guidelines live in spreadsheets, and changing one takes a ticket and a release window. Most of your premium renews, and most of it renews with little review. WriteRisk reads every submission, applies your guidelines and treaty terms, compares each risk against your filed rates, and records the reasoning behind each decision — running alongside the policy system that continues to issue, endorse, and bill as it does today.

FILED GUIDELINESCardinal Mutual · 6 states
GuidelinesLIVE
Property + GL

filed rates · v2026.1

TreatyPINNED
60% quota share

Meridian Re · eff 2026

BookLIVE
340 subs / mo

22% new · 78% renewal

every submission runs against your filed terms

Cardinal Mutual Insurance Company

  • Commercial Property · 6 states
  • Treaty: 60% quota share, Meridian Re
  • Underwriters: 9 · Submissions: 340/mo
  • New business 22% · Renewal 78%

How it works

Eight steps from the agent's email to a decision an examiner can read.

Submission intake

Every submission becomes one structured risk record, whatever the agent sends.

  • Clean ACORD sets and scanned loss runs read the same way
  • Each extracted value checked against every other source
  • One structured risk in minutes, every value tied to its document and page
  • Underwriters stop opening submissions to find out what is in them
ACORD 125ACORD 140SOV.xlsxScanned Loss RunAgent Email

Risk record created

Delaney Warehousing Inc.

Commercial Property · $6.1M TIV

4 Buildings · OH, IN

Agent: Fairview Insurance Group

Construction type

Application: Joisted Masonry · Inspection: Non-combustible

Resolved: Non-combustible1

Inspection Report, p.4

Straight-through quoting

Submissions that meet your straight-through criteria never reach an underwriter.

  • You define what qualifies: class, thresholds, anomalies, loss history
  • Qualifying accounts are recommended straight-through within your delegated authority — the draft is routed to you only when it is outside appetite or above authority. You still accept or override
  • Everything else routes to the right underwriter, already read and checked
  • Your underwriters spend the week where the answer is not obvious
IFappetite in scopeANDTIV < $2M→ Straight-through

One month

340 total

Straight-through

148

Recommended within delegated authority

To underwriter

171

Read, checked, conflicts resolved

Declined on guidelines

21

Clause cited, decline drafted

Guideline and treaty checks

Your filed guidelines and treaty terms run on every submission on arrival.

  • Eligible classes, protection class limits, TIV thresholds, construction restrictions
  • The exclusions your reinsurer requires, applied before an underwriter opens the file
  • What sits inside the guidelines proceeds to the underwriter
  • What sits outside is flagged with the clause that stopped it and a decline drafted
IFProtection Class > 7ANDFrame→ draft decline
Treaty

Meridian Re quota share — habitational excluded above $5M TIV

Within guidelines → proceed

Delaney Warehousing Inc.

TIV $6.1M · PC 4 · Non-combustible · R. Whitfield

Outside guidelines → decline drafted

Rowan Street Apartments

Habitational · TIV $7.3M

Treaty exclusion — Meridian Re quota share, Section 4(b)
Review to sendRefer for facultative

Technical pricing

Every quote shows the technical price, your filed rate, and the deviation between them.

  • Each risk compared against your filed rates
  • Technical price shown alongside what the underwriter is charging
  • A reason recorded against any deviation
  • Leadership sees the pattern across the book while accounts are still being written

Delaney Warehousing Inc.

CP Rate Table 2026-A

Technical

$47,200

Charged

$43,500

Deviation

−7.8%

Three-year clean loss history, fully sprinklered, established agent

Last 90 days

avg −4.2% · 61 of 214 below

R. Whitfield−7.1%
M. Alvarez−4.8%
D. Kwon−3.1%
J. Bellamy−1.7%

Renewal management

Renewals arrive with the expiring term, the losses, and the indicated rate change.

  • Expiring term and premium pulled before the underwriter opens the file
  • Losses incurred since inception and exposure changes in one view
  • The indicated rate change already calculated
  • Accounts that have deteriorated are flagged for review
  • On the roadmap: renewals and endorsements are not yet covered in the product — this view shows where it is heading

Whitlock Tool & Die Co.

Expiring 01 Jun 2026

Expiring

$28,400 · $3.2M TIV

Current TIV

$3.6M — Building 3 added1

Losses

1 claim, $18K — below expectation

Indicated

+3.1% · Flags: none

Recommend

Renew at indicated

11 SOV, p.2

Baxter Court Apartments

3 claims / $214K since inception · Loss ratio 148%

Flagged for review

Decision record

Every decision is recorded with the guideline applied and the evidence behind it.

  • What was decided, and which guideline governed it
  • Where each supporting value originated
  • The underwriting memo drafted at the moment of decision
  • When an examiner asks why a risk was declined in March, the file already answers
QUOTE

Action

Quote — 7.8% credit applied

Guideline applied

CP-UG-2024, Section 3.2 — Non-combustible, PC 1–6

Contributing factors

Construction Non-combustible Insp. p.4

Protection class 4, verified ISO PPC

Loss history 2 claims / 5 yrs, $61K Loss Run p.1–2

Sprinklers Full, wet system Insp. p.7

Underwriting Memo drafted

09 Mar 2026 · Quote at $43,500

Guideline management

Guidelines are changed in the product, not in a release window.

  • Underwriting leadership edits a threshold directly
  • Simulate it against the last ninety days before it goes live
  • Changes go live dated and attributed
  • Repeated exceptions become amendments the system proposes itself

Rule editor

CP-UG-2024 · Section 3.2

Current

Frame eligible to Protection Class 6

Proposed

Frame eligible to Protection Class 5

Simulated · last 90 days

87 affected14 → referral3 → decline

Proposed by the system

6 of 8 exceptions in the last 90 days were Protection Class 7, fully sprinklered, no losses in 5 years. All approved by R. Whitfield. All bound.

Extend eligibility to PC 7 where sprinklered and loss-free

Evidence: 8 decisions

ApproveReject

Version history

v4 — eff 14 Nov 2025 — M. Alvarez

v3 — eff 02 Jun 2025 — D. Kwon

v2 — eff 14 Jan 2025 — D. Kwon

Audit and traceability

Every output is traceable to its source, its guideline, and its version.

  • Every value carries the document and page it came from
  • Every decision carries the guideline version that governed it
  • Every deviation and override recorded with who made it and why
  • Each output traces back to a source you can open

Delaney Warehousing Inc.

09 Mar 2026

Decision

CP-UG-2024 v4 · eff. 14 Nov 2025

Price

CP 2026-A · deviation −7.8%, reason recorded

Guideline version

CP-UG-2024 v4 · eff 14 Nov 2025

Construction

Non-combustible · Inspection Report, p.4

Protection Cl.

4 · ISO PPC lookup, 07 Mar 2026

Decided by

R. Whitfield

Export — examiner-ready format
214
1510 Katy-Fort Bend Rd
Joisted Masonry (ISO 2)
2003
1,880k
215
1512 Katy-Fort Bend Rd
Joisted Masonry (ISO 2)
2011
3,020k
216
1601 Cinco Ranch Blvd
Joisted Masonry (ISO 2)
1996
1,410k
217
1604 Cinco Ranch Blvd
Joisted Masonry (ISO 2)
2008
2,660k
218
22010 Highland Knolls Dr
Joisted Masonry (ISO 2)
2014
4,180k

Run it against your own book

Bring a month of real submissions and a month of renewals. We'll run them against your guidelines.

Send us your filed underwriting guidelines, your treaty terms, and thirty days of submissions as your agents actually sent them. We'll show you what WriteRisk would have recommended straight-through, what it would have referred, where it would have priced differently, and where your current process and your written guidelines disagree.

Runs alongside your policy system. No migration required to evaluate.