A single version of the data
The submission BrokerP receives is the same one Erik analyses, DealT follows through negotiation and ReconH reconciles: no double data entry, no diverging copies.
Our products
Independent modules that plug into existing systems, on a single data foundation: every piece of information enters once and works across the whole life cycle of a commercial lines policy.
The operating system
Each module stands on its own, but the value compounds when they work together: what one module collects becomes context for all the others, across the whole value chain.
The submission BrokerP receives is the same one Erik analyses, DealT follows through negotiation and ReconH reconciles: no double data entry, no diverging copies.
The documents RoRe turns into structured data and the inspections RTI standardises feed underwriting, portfolio and accounting without manual handoffs.
Inside every module the AI reads, extracts, flags and prepares; decisions stay with professionals, and every piece of information is traceable back to its source document.
AI · Underwriting
AI assistant for underwriting.
Analyses submissions, corporate documents, registry extracts and financial statements; produces risk summaries, flags and recommendations to support the underwriting decision.
Who it's for
Automation · Data
Automatic data extraction from documents and emails.
Turns PDFs, attachments and emails into structured data ready for core systems, with validation and traceability.
Who it's for
Deals · KPIs
End-to-end deal management with dashboards and KPIs.
Deal pipeline, statuses, deadlines and KPIs for management and the distribution network.
Who it's for
Accounting · Reconciliation
Automated reconciliation of intermediary accounts.
Automatic matching between technical and accounting flows, suspense item management, less manual month-end work.
Who it's for
Portal · Intermediaries
Digital submission and placement portal.
The digital channel between insurer and intermediaries: structured submissions, complete documents on first send, real-time case status.
Who it's for
Inspections · Remote
Remote risk inspection.
Remote site surveys with guided photo and video capture and standardised reports, to speed up risk acceptance and verification.
Who it's for
Sales · Rated products
Customer journey for direct sales of rated products.
The customer journey for selling rated products: from quote to issue, in a single guided flow. Unlike underwriting (risks that are underwritten), here the price is already on tariff: the agency network, brokers and direct sales all work the same path.
Who it's for
Advisory · Businesses & families
From selling to measurable advice.
Risk advice for businesses and families, grounded in data, objective criteria and the ISO 31000:2018 standard. In partnership with iadv.it.
Who it's for