Insurance brokerage intake

Compare policies, expose coverage gaps, and prep renewals without theater.

  • Coverage gap analyzer across property, cyber, and GL lines.
  • Policy comparison matrix with deductible and sub-limit clarity.
  • Renewal dashboard with triggers, premiums, and carrier swap notes.
Demo: Answer SMB intake questions and get recommendation cards with tradeoffs.

Who buys

Independent brokers and embedded risk teams selling to SMB clusters.

Pain

Renewal packets hide exclusions until a claim fails — trust erodes overnight.

MVP proof

Print a buyer-facing summary that names gaps in plain English.

Why now and revenue

Per-seat broker workspace plus white-label client portal fees.