Admin Hub

Review inbox with AI triage — read incoming proposals, set status, and run underwriting analysis.

Upload a manually-filled proposal form and/or emailed financial statements — Claude transcribes them into a submission, as if filled online.

Calculate premiums for any line — pick the insurance type inside the form, set the risk inputs, and save the quote.

Pick the insurance type inside the form, fill the schedule, issue the policy, and download the finished Word document.

Open a submission, set the underwriter's limits/premiums per line, and generate the MIG quotation document.

Directory of all customer accounts — open one to see their proposals, quotations and policies.

The customer-facing sign-in (account required). Share this link with provisioned customers.