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The extra desk you don’t have to hire.

Forward the broker email — extraction, hazard data, appetite triage, and a carrier-ready record happen before you open the file. Upload the guidelines PDF you already have; nothing to configure, no implementation project. (Works across property, GL, and cyber programs.)

THE EXTRA DESK

ONE DESK · ONE FOUNDER

THE DESK TODAY

  • ACORDs re-keyed
  • SOVs by hand
  • hazard lookups manual
  • carrier story rebuilt each renewal

THE EXTRA DESK

  • forward the broker email
  • hazard data attached
  • appetite triage before you open it
  • carrier-ready record as you work

ALTERNATIVE: HIRE

Property UW — hiring · 6 months · $150K+

the talent isn't there

zero implementation · your guidelines PDF · your submission

Harbour Point Marina Ltd.

  • SUB-2026-05904 · Habitational
  • Forwarded broker email → decision-ready
  • Zero implementation · your guidelines PDF
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

The math

This is not an efficiency pitch.

This is a margin crisis with two exits: hire (expensive, slow, and the talent isn’t there) or get operating leverage.

average premium per policy, 2025

−33%

policy count, 2025

+42%

submissions per desk this season

srcFSLSO 2025 marketplace data

The same desk now has to carry more submissions for less premium.

Hire

Property UW — $150K+ · 6 months

Leverage

Forward the broker email · zero implementation

That’s where we come in.

Triggers

Why owner-operators look at this now

A hiring posting goes up

You’re looking for a UW or assistant — the desk is already at capacity.

Carrier or reinsurer audit scheduled

You need to show consistent appetite enforcement and audit-ready records.

Pitching new capacity

New carrier relationship requires demonstrating risk-selection discipline.

Wind season approaching

Renewal runs cluster before June 1, and the desk fills fast once the Atlantic season starts.

Carrier exiting or non-renewing

A program is moving. You need to keep the book together under new authority.

Zero implementation

You don’t have staff to spare — so we require zero configuration.

Upload the carrier guidelines PDF and the appetite spreadsheet you already have. Extracted thresholds are reviewed side-by-side against the source before anything enforces — no implementation project, on top of the PAS you run.

Intake2 documents

Filed

Carrier_Guidelines_v4.pdf20 pp
Appetite_2026.xlsx12 tabs

Review

sign-off

Live

rules live after your sign-off

What changes

What you stop. What you get back.

What you stop doing

  • Re-keying ACORDs
  • Squinting at SOVs
  • Manual hazard lookups
  • Rebuilding the story for the carrier
  • Chasing missing documents

What you get back

  • Evenings
  • Consistency
  • A carrier-ready file
  • Judgment time on the accounts that matter

Pillar 1

More submissions. Same desk.

  • SOV extraction and normalization — any format, any PDF
  • Per-location enrichment (flood, wind, hail, distance to coast, protection class)
  • Completeness check — missing items surface in minutes, with chase context
  • Appetite triage before you spend time on it

Habitational_SOV_2024.pdf

14 pp · 312 locations · merged cells

Building
Roof
Flood
Src
1500 Coastal Hwy
2009
AE
SOV p.3
1512 Coastal Hwy
2014
X
SOV p.3
1601 Marina Way
1998
AE
SOV p.4
1620 Marina Way
2003
0.2%
SOV p.4
14-page PDF → decision-ready building schedule

Pillar 2

We handle the assembly. You do the underwriting.

  • Roof-age concern at 25, referral at 30
  • Vacancy concern at 20%, referral at 35%
  • Upload carrier guidelines PDF + appetite spreadsheet → rules live after your sign-off
  • Cross-document conflicts flagged and TIV bands run as rules at triage

Carrier_Guidelines_v4.pdf

20 pp

roof ≥ 30 → refer
vacancy > 35% → refer
TIV > $5M → refer

Reviewed by you · side-by-side with source

Pillar 3

Defensible when your carrier looks harder.

  • Inputs, sources, rules fired, exceptions, rationale, approver
  • Authority basis recorded (line size, TIV, territory, class, CAT aggregate)
  • Consistency that survives volume
  • Every AI-derived value traceable to source

Submission SUB-2026-05904

insuredHarbour Point Marina Ltd.ACORD 125
locations14 foundSOV p.2
roof age31 yrsSOV p.3
R-07Roof-age referral ≥ 30 yrsREFERguidelines.pdf p.12
dispositionREFER

src: guidelines.pdf p.12

audit-ready — every value traceable to source

Forward the broker email

We assemble, you underwrite

Carrier-ready file by default

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

See it on a submission you actually write.

15 minutes to first output. Your submission. No pitch deck.