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One operating system, eight modules.

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

Data comes in once. It works everywhere.

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.

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.

Modules that talk to each other

The documents RoRe turns into structured data and the inspections RTI standardises feed underwriting, portfolio and accounting without manual handoffs.

AI as copilot

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

Erik

AI assistant for underwriting.

Analyses submissions, corporate documents, registry extracts and financial statements; produces risk summaries, flags and recommendations to support the underwriting decision.

  • Analyses submissions, registry extracts, financials and corporate documents.
  • Produces risk summaries, flags and recommendations.
  • Prepares the decision file that supports the underwriter.

Who it's for

  • Underwriters
  • Portfolio
  • Marketing
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Automation · Data

RoRe

Automatic data extraction from documents and emails.

Turns PDFs, attachments and emails into structured data ready for core systems, with validation and traceability.

  • Extracts structured data from PDFs, emails and attachments.
  • Validates extracted data and traces its documentary source.
  • Feeds core systems without manual data entry.

Who it's for

  • Operations
  • Claims Managers
  • Technical Accounting
  • Actuaries
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Deals · KPIs

DealT

End-to-end deal management with dashboards and KPIs.

Deal pipeline, statuses, deadlines and KPIs for management and the distribution network.

  • Deal pipeline with statuses and deadlines.
  • Dashboards and KPIs for management and the network.
  • Full history and traceability of every negotiation.

Who it's for

  • Broker Relations
  • Operations
  • Management
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Accounting · Reconciliation

ReconH

Automated reconciliation of intermediary accounts.

Automatic matching between technical and accounting flows, suspense item management, less manual month-end work.

  • Automatic matching between technical and accounting flows.
  • Suspense items managed with tracked workflows.
  • Faster, better documented month-end closings.

Who it's for

  • Technical Accounting
  • Operations
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Portal · Intermediaries

BrokerP

Digital submission and placement portal.

The digital channel between insurer and intermediaries: structured submissions, complete documents on first send, real-time case status.

  • Structured submissions, with complete documents on first send.
  • Real-time case status for intermediaries.
  • A single digital channel between insurer and network.

Who it's for

  • Broker Relations
  • Underwriters
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Inspections · Remote

RTI

Remote risk inspection.

Remote site surveys with guided photo and video capture and standardised reports, to speed up risk acceptance and verification.

  • Remote site surveys with guided photo and video capture.
  • Standardised, comparable reports.
  • Faster risk acceptance and verification.

Who it's for

  • Underwriters
  • Claims Managers
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Sales · Rated products

SaleJ

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.

  • Quote, proposal and policy issue for rated products.
  • One flow for the agency network, brokers and direct sales.
  • Every commercial line: multi-risk and verticals (CatNat, MedMal, Surety, Cyber).

Who it's for

  • Agency network
  • Brokers
  • Direct sales
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Advisory · Businesses & families

Advisory

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.

  • Full risk analysis on every site, with CAT/NAT ratings and operational vulnerabilities.
  • Economic assessment of how risks would impact the client's business.
  • Professional reports personalised with your brand, plus AI-generated scenarios.

Who it's for

  • Intermediaries
  • Agents
  • Brokers
  • Distribution networks
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Want to see them on your portfolio? Let's talk.

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