Digital commercial insurance brokerage.
Licensed advisors, risk intelligence, and full lifecycle management.
- < 24h
- Initial review turnaround
- One
- Workspace, full lifecycle
- Licensed
- Advisors, A-rated carriers
Your Business Workspace
Risk intelligence, organized into action.
Every client gets a secure Business Workspace on day one. It carries each stage — analysis, quoting, binding, servicing, renewal — and your licensed advisor works inside it, so nothing lives in an inbox and nothing is unaccounted for.
Business Profile
Your scorecard: real-time intelligence based on your unique operational footprint.
Advisor
Human synthesis of complex data streams to uncover hidden liabilities.
Risk & Coverage
Coverage Center: every policy in force, with limits, carriers and renewal dates in plain language.
Quotes & Proposals
Side-by-side carrier options with advisor-reviewed tradeoffs, not a wall of PDFs.
Policies & Documents
Insurance Vault: applications, claims history and declarations — versioned, searchable and permissioned.
Certificates & Service
Request proof of insurance (a certificate) and track it to issuance without chasing anyone down.
Renewals & Insights
Renewals open months ahead, alongside what changed, what's exposed and what needs a decision.
Advisor
Advisor Conversations: a direct, recorded line to your advisor instead of forwarded email chains.
How our brokerage turns exposure into coverage.
Premiums and carriers come last. We start with the operation, because coverage should follow how the business actually runs.
Intake
A structured intake captures your operations, workforce, payroll, and exposure in 2–3 minutes — and becomes a living risk profile.
Analyze
We pressure-test your declarations against industry-specific risk models to surface gaps and misapplied class codes.
Structure
Licensed advisors structure coverage with A-rated carriers to match how your business actually operates.
Service & Renew
Certificates, policy changes and renewals run in the workspace — opened months ahead, never rushed.
An adaptive intake calibrated to your industry.
One brokerage, calibrated to every commercial vertical.
Construction
Subcontractor liability, project values, equipment scheduling, and multi-state operations.
Fleet & Logistics
Power units, radius of operations, commodity profile, and primary + excess auto structure.
Professional Services
E&O, Cyber, and D&O calibrated to data posture, regulated exposure, and client base.
Restaurants & Hospitality
Liquor liability, kitchen exposure, employment practices, and location-specific risk.
Real Estate & Rentals
Master policies, short- and long-term rental exposures, habitational property programs.
Specialty & Emerging
Manufacturing, tech, and unique operations that don't fit a standard class code.
Set up your Business Workspace before you buy coverage.
A structured review of your operations, current declarations, and exposures — run in your Business Workspace and reviewed by a licensed advisor, not a quoting engine.