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From a broker’s inbox to an audit-ready memo, with the record to prove it.

Four things happen on arrival: the documents become one structured record, gaps and contradictions are surfaced, the risk is checked against your appetite, and the signals that move a decision are ranked. What reaches your queue is a verified file, not an inbox.

FILE STATUSAcme Manufacturing LLCCOMMERCIAL PROPERTYSUB-2026-0419

Received

9:41 AM

Flags

2

Chase drafted

9:44 AM
5 documents · SOV · 3 ACORDs · Loss Run
Loss run — currentmissingbroker email
MISSING
Construction typeFrame vs Frame/MasonryACORD 125 / Inspection p.3
CONFLICT
AppetiteTIV $4.2M · Wind Zone 2SOV.pdf p.1
OK

REVIEW READY · FOLLOW-UP DRAFTED

Record verified — loss run flagged for your call; construction resolved to Frame/Masonry per Inspection Report, p.3.

Open fileSee the folds
2 flags · 1 follow-up drafted · every value cited to source

Acme Manufacturing LLC

  • Commercial Property
  • $4.2M TIV · 3 buildings
  • 2 Florida · 1 Georgia
  • Broker: Alliance Risk

01Submissions

Every file that arrives is read, reconciled, and ranked before you open it.

Four things happen on arrival: the file set is read in full, the documents are reconciled against each other, your appetite rules run, and the result lands as one ranked view. Nothing waits in an inbox.

01 — Ingestion

Every submission becomes one structured risk record.

A broker sends an SOV, three ACORDs, a scanned loss run, and a two-line email. Another sends one clean PDF. WriteRisk reads all of it and produces a single structured risk, in minutes.

Loss Run — Scanned

Captured

Alliance Risk · 3 pages · scanned

SOV.pdf

Captured

Acme Manufacturing LLC · schedule of values

ACORD 125

Captured

Application · signed

Inspection Report

Captured

Third-party · Nov 2025

Broker email

Captured

Alliance Risk · 2 lines · loss detail

Normalized

Risk record created

Acme Manufacturing LLC

ProgramCommercial Property
TIV$4.2M
Locations3 · FL, FL, GA
BrokerAlliance Risk

5 documents · 1 structured risk

02 — Data review

Missing data and conflicts are surfaced before underwriting begins.

A construction type from the application won’t always match the inspection report. A loss run goes missing. WriteRisk checks every extracted value against every other source and flags what’s incomplete or inconsistent — so you’re reviewing a verified risk, not catching gaps yourself.

Data review

Conflict — needs your call

SOV — Property Schedule

Processed

ACORD 125 (Application)

Processed

Loss Run (formal document)

Flagged

Inspection Report

Processed

Construction Type

Conflict — needs your call

Application

Frame

Inspection Report

Frame/Masonry2

Resolved as Frame/Masonry hybrid — per Inspection Report, p.3.

1ACORD 125 (Application), p.1

2Inspection Report, p.3

03 — Appetite

Submissions are checked against your appetite the moment they arrive.

You’ve defined what you’ll write and what you won’t — construction, TIV, geography, exclusions. Every submission is checked against those rules on arrival. What’s outside appetite is flagged, with a decline drafted and waiting for you to send.

Commercial Property Program — appetite rules

IF TIV > $10M

AND Construction = Frame

AND Wind Zone = 1

→ Flag for decline draft

Checked on arrival

In appetite

Acme Manufacturing LLC

TIV $4.2M1 · under $10M

Wind Zone 2 · not zone 1

1SOV.pdf, p.1

Outside appetite

Frame construction, Wind Zone 1, TIV $12M

Review to sendKeep open

04 — Signals

Every signal that matters, ranked by what it does to the decision.

Not a dashboard — a ranked list. Each signal carries its suggested action, the narrative behind it, and the exact line in your guidelines that makes it matter. Evidence first, judgment yours.

Signals

Acme Manufacturing LLC · Commercial Property

All (12)
  1. 1Roof Age 32 yearsProperty · above watch threshold
  2. 2Sprinkler Coverage PartialProtection · watch item
  3. 3Construction Frame/Masonry hybridConstruction · conflict resolved
  4. 4Loss Frequency 2 claims / 5 yrsLoss history · within 5 years

Roof age 32 years

Loss frequency

Suggested action

Refer to underwriter — above the 25-year watch threshold.

Roof age drives frequency severity curves for this construction class1, and the schedule shows the last full replacement in 1999 — 26 years ago against a 30-year life expectancy — with only a partial section re-roof since (2019)2.

Roof age watch at 25 years; referral at 30; inspection required above 30; referral at 25 in a hail county.

What was found

  • Schedule lists full roof replacement 1999; south-bay section re-roofed 2019 (SOV.pdf, p.2)
  • Inspection notes ponding on the re-roofed south bay (Inspection Report, p.4)

1Underwriting Guidelines, Property §4.2

2SOV.pdf, p.2

02Underwriting

The judgment work, with the evidence already assembled.

Ask what you would otherwise dig for. See the recommended disposition next to the factors that moved it. Draft the memo with citations already in place. Your call at each step — recorded either way.

05 — Ask anything

Ask the question that would otherwise cost you an hour and three documents.

Questions an underwriter would otherwise dig for: OSHA incidents, prior losses, guideline interpretations. Answers arrive with sources — cited to the document, page, or database they came from.

Ask your risk

Acme Manufacturing LLC
Any OSHA incidents in the last 5 years?

No federal OSHA inspections or citations found for the insured entities in the last five years.

OSHA Enforcement Database

U.S. Department of Labor (external), checked 14 Mar 2026

1OSHA Enforcement Database (external), checked 14 Mar 2026

2Inspection Report, p.3

Ask across the file, your guidelines and connected sources…

06 — Decision-ready

A recommended decision, with the full evidence behind it.

WriteRisk shows the recommended disposition, what drove it, and where each input came from, then recommends an action inside your program’s rules. You read it, accept it or override it, and move on.

Recommended action

Quote — Standard Rate

Acme Manufacturing LLC · Commercial Property Program

QUOTE

Contributing factors

Construction resolved — Frame/Masonry hybrid, moderate combustibility1Sprinkler coverage — Partial coverage, noted as a watch item2Loss history — 2 claims / 5 yrs, $180K total, below program average3Roof age — 32 years, no correlated claims on file4
AcceptOverride

1Inspection Report, p.3

2Inspection Report, p.5

3Loss Run summary

4Inspection Report, p.4

07 — Underwriting memo

The underwriting memo, drafted automatically from the evidence trail.

Drafted at decision, structured the way carriers expect: risk confirmed, conflicts resolved, loss history in context, recommendation stated. Edit any line; the citations hold.

EDITABLE DRAFT

Underwriting Memo

Acme Manufacturing LLC · Commercial Property Program

Drafted 14 Mar 2026 · Decision: Quote — Standard Rate

Edit any line

Acme Manufacturing LLC — Commercial Property, $4.2M TIV across 3 buildings, 2 located in Florida1 Construction is confirmed as a frame/masonry hybrid2 , resolving an initial conflict between the application and inspection report. Loss history shows two water damage claims in five years totaling $180K incurred, below program average3 . Sprinkler coverage is partial and noted as a watch item; recommending Quote at standard rate given resolved construction, clean relative loss history, and no correlated claims against the current roof age4 .

1SOV.pdf, p.1

2Inspection Report, p.3

3Loss Run summary

4Inspection Report, p.4–5

03Governance

The rulebook and the record keep themselves.

Guidelines stay current through use — when a carrier updates them, WriteRisk proposes the change against live decisions for approval. Every decision files itself into an audit record built for regulator, carrier, and reinsurance questions.

08 — Guideline learning

Your guidelines stay current with the decisions your underwriters actually make.

When a carrier revises its guidelines, WriteRisk maps the delta against live usage and proposes the update for approval — no stale PDF, no re-keying, no drift between what the carrier sent and what the desk enforces.

Commercial Property Program

Carrier guidelines · v12 in force

  • Appetite & eligibility
  • Construction & occupancy
  • Wind & CAT capacity
  • Loss history standards
  • Referral authority
  • Documentation requirements
Carrier bulletin CB-2026-04Effective 01 Apr 2026

Roof-age watch tightens from 25 to 20 years in counties named in bulletin Appendix B; referral threshold unchanged.

Rule in force todayVersion 12 · effective 01 Jan 2025

Watch at roof age 25 years; referral required at 30, inspection above 30; referral at 25 in a hail county.

Proposed updatePending CUO approval

Align the watch threshold to 20 years in listed counties; referral and inspection thresholds unchanged.

Source: Carrier bulletin CB-2026-04 · mapped against recent decisions in this program (sample data)

09 — Audit record

Every decision leaves a record you can hand to an auditor.

Who decided, under which rule version, against which inputs — filed automatically, exportable for carrier reviews, reinsurance reporting, and audits. Nothing to reconstruct.

Decision record

Submission SUB-2026-0419 · Acme Manufacturing LLC

Time

Actor

Entry

  1. 09:41SystemFile set received — 5 documents captured
  2. 09:42SystemConflict resolved — construction per Inspection Report, p.3
  3. 09:44RulesAppetite passed — rule version 12
  4. 09:47WriteRiskRecommended quote — disposition QUOTE, factors cited
  5. 09:52S. ChenAccepted recommendation — authority level 2
  6. 09:53SystemMemo drafted — 4 citations attached
  7. 09:54SystemDecision filed — audit record sealed

Export for

Carrier reviewReinsuranceRegulator
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2003
1,880k
215
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2011
3,020k
216
1601 Cinco Ranch Blvd
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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

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