A renewal touches a dozen documents and three people. The Placement Workspace puts all of it on one page: where the placement stands, what the agents found, what is waiting for you, and seven zones that each answer one question about the renewal.
The hero: where it stands, in four numbers
The hero carries the placement number, renewal or new business, the client’s industry and city, the lines, and the placement broker. The stage strip runs Intake → Data collection → Submission → Marketing → Quotes → Proposal → Bound. The four tiles are the ones everyone asks about: days to effective (with the calendar mark), readiness, expiring premium and either the recommended program or the quotes in. Under the hero, a one-paragraph narrative of the placement written from the engines’ results, with Analyze to run the agents again.
Seven zones
| Zone | The question it answers |
|---|---|
| Agents | What did the agents prepare for me, and what did they find? Prepared decisions with Accept, Reject and Ask; readiness findings to approve or reject; the last Analyze with every agent’s step. |
| Readiness | Are we on the calendar? The 120/90/60/30 marks, the weighted checklist, exposures, loss runs, the SOV and the expiring program. |
| Submission | What are we sending? The current version, its status and its open items; redraft and download. |
| Markets | Who are we sending it to, and why? The plan per line with fit and reasons; outreach; declinations; the full ranking. |
| Quotes | What came back? The side-by-side per line against the expiring, flags, the recommendation and the selection. |
| Proposal & bind | What does the client see? The proposal version, the client’s sign-off, the bind order. |
| Compliance | Is it placeable? Surplus lines diligent effort, the security floor, the controls that fired and the audit trail. |
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The Agents zone first
The first zone is the one that saves time: decisions the agents have prepared, each with the agent and its level (L1 · Draft), whether it reasoned with the model or stands on the engines alone, the reasons, what the agent couldn’t settle and the facts behind it. Below them, the readiness findings — severity, area, the engine’s figure, the agent’s reading, the source chips — to approve or reject.
The side panel
Key facts (client since, revenue, NAICS, the account executive, account manager and placement broker), the placement controls that fired with their effect, and the data room — expiring policies, the SOV, the signed application — with a document picker to add more. Documents go to the object store, never a server’s local disk.
The placement copilot
The copilot opens from the shell beside any placement. It plans, calls read-only lookups on the placement in front of you — overview, readiness, submission, markets, quotes, proposal, compliance — scoped to what you are allowed to open, and answers the way an experienced placement broker would brief a colleague: the answer, then why, then what to do next. Every figure in the answer is checked against what the lookups returned; an unsupported one is replaced, never shown. It runs on Claude Sonnet 5.5 by default; with no model configured it answers from the facts alone. It never takes an action.
| Ask the copilot | Lookups it calls | What the answer covers |
|---|---|---|
| “Which lines are still missing loss runs?” | readiness | Each line’s loss-run status and valuation date |
| “Why isn’t the cheapest property quote recommended?” | quotes | The recommendation rule and the added exclusion |
| “Is this placement ready to bind?” | proposal, compliance | Selection, sign-off, controls that block or refer |
| “Who declined, and why?” | markets | Each declination with its reason and date |
Home, for each role
Home is built for three roles — account executive, placement broker and account manager — with what needs you first, what the agents did, your book by stage, insights ranked by what each is worth, and signals on the accounts you own or follow from InsightPulse. All data shown on this site is the illustrative demo book.
