Executive Overview

Agentic Placement Workflow

AI-powered insurance placement decisioning platform

Draft

Client Intake

Risk Analysis

Carrier Matching

Quote Strategy

Compliance Check

Broker Approval

Client Intake Agent

Capture client profile and coverage needs

ClientIntakeAgent

Load Sample Client

Client Profile

Client Name

Industry

Annual Revenue ($)

Employee Count

Locations / States

Current Carrier

Current Premium ($)

Risk Tolerance

Coverage Needs

Claims History

Budget Min ($)

Budget Max ($)

Select a client to begin