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Use cases
Nine placements, followed step by step
Each use case follows one moment in a commercial placement through InsightPlacement: the trigger, what the engines compute, what each agent prepares, who decides, the controls that fire and what lands on the decision record — with the real screens and diagrams. Every client, carrier and figure is illustrative.
The lifecycle
Where each use case sits in a renewal
1Stage
Intake
The placement opens on the calendar.
Data collection
At the 120-day mark: loss runs and the readiness checklist
A food manufacturer renews in 112 days with readiness at 11%. The readiness agent prepares the loss-run orders.
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Data collection
Cleaning up the SOV and the exposures
Two of nine locations with gaps, a schedule a year old, drivers nobody collected — and the request to the client.
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Submission
Building the market-ready submission
Version three with nine open items, and an approval that waits until they close.
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Marketing
Choosing markets for a coastal property renewal
$83.7M of TIV in Florida, capacity short of the limit, the incumbent kept in the plan.
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Marketing
Outreach, declinations and quote letters
Eight submissions out as a dry run, declinations logged with reasons, quote letters read into quotes.
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Quotes
Comparing twelve quotes across four lines
A contractor’s renewal, a quote below the security floor and a recommendation per line.
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Proposal
When the recommended program costs 38% more
The premium-jump control and a practice leader’s sign-off before the client sees it.
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Compliance
Surplus lines diligent effort, done before the bind
Three admitted declinations, each with a reason, and an affidavit prepared from them.
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Bind
From the proposal to the bind order
The client signs off on the record; the bind order is checked against the selected quotes.
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By role
What each person on the account team gets
Account manager
The data, chased for you
Loss-run orders and client data requests prepared the day a gap appears; readiness that says exactly what is owed.
Placement broker
The market work, prepared
A submission to approve, a plan with reasons, quotes read and lined up, a recommendation per line you can accept or overrule.
Practice leader
Controls with evidence
Sign-offs only when a control refers, with the facts attached; a decision record per placement for every review.