For cyber-insurance brokerages
Cyber-insurance broker automation, built by someone with the same P&C license your agents carry.
Qualifying prospects against carrier appetite. Pre-screening clients against the controls that get binders bound. Pulling intake load off your agents so they can close more business. Built by someone who carries the same P&C license your agents do.
What you’re dealing with.
Carriers ask your prospects security questions your prospects don’t know how to answer. When claims later get denied because controls weren’t actually in place, you get the call.
Your agents burn hours on intake, qualification, and chasing existing clients for COIs and renewal info. The work that pays (placing complex risks, managing relationships, growing the book) gets squeezed.
Why a partner who knows cyber underwriting.
I hold a California Property & Casualty agent license, #4528883 (verifiable via the CA DOI license search). I’m ACRM 401 certified in Cyber Risk Management. I’ve worked the cybersecurity controls space carriers underwrite against. That’s the conversation your AI partner needs to have.
Generic AI consultants can’t have it. They build tools without knowing what an underwriter actually looks for, what controls are scored, or what triggers a binder decline. When the work goes wrong, your book of business takes the hit.
Trained against the carriers you actually appoint.
Coalition, Travelers, Chubb, AmTrust, AXIS, Beazley: the top markets for SMB cyber. The pre-screening engine scores prospects against the controls these carriers actually weight in their underwriting forms, not against a generic NIST checklist.
When a carrier updates their underwriting criteria, we update the screening logic. That’s part of the Operate retainer.
What we build for cyber-insurance brokerages.
Prospect qualification. Filter inbound leads by size, industry, and revenue against your carriers’ actual appetite. Fewer dead-end quotes. Agents spend their time on accounts that close.
Pre-screening against carrier controls. Run prospects through a short readiness check before submitting an application. Surfaces the control gaps that get claims denied before the binder is even written.
24/7 intake and triage. FNOL after hours, COI requests, renewal triage. Existing clients get immediate human handoff. Cold inbound gets structured intake.
Document extraction. Loss runs, dec pages, certificates, prior policies. Structured data pulled out, verified, routed. No more manual re-keying into your AMS.
The audit decides which of these your cyber-insurance brokerage needs first.
Questions brokers actually ask.
Do you sell software, or build custom for Cyber-Insurance Broker Automation?
Both, depending on what your brokerage actually needs. The audit decides whether to build a custom service or safely configure an existing tool you can already license. We don’t sell a platform.
What size brokerage is Cyber-Insurance Broker Automation built for?
Brokerages with 1–20 agents. We’ve turned down work on both ends, solo producers and 100-agent shops. The methodology assumes you have a book worth defending and a team small enough that the owner is still close to operations.
What happens when carriers update their underwriting criteria?
That’s why we stay on retainer. The pre-screening logic gets updated when Coalition, Travelers, or your other markets revise their forms. Without the retainer, the automation drifts out of sync and you lose the bind-rate edge it was built for.
Can my agents see it before we commit?
Yes. Run a prospect or an existing client through the free cyber-readiness assessment above. That’s a scaled-down version of what the pre-screening engine does, and your agents can stress-test it before you commit to anything paid.
Start with the free cyber-readiness assessment.
Run your prospect (or a client from your existing book) through a short questionnaire. The output is a one-page summary showing where their security posture stands against what carriers actually underwrite.
No commitment. No follow-up unless you ask. Use it to qualify inbound, prep applications, or open the carrier-readiness conversation with a client who has been dragging their feet on controls.
Or talk to me first.
Tell me what your cyber-insurance brokerage is dealing with: which carriers you appoint, where the intake bottleneck is, which clients keep failing the same control questions. No pitch deck. No tool to sell you on the call.