Insurance broker platform
Purpose-built for underwriting and risk identification.
Consolidate IFTA reporting, driver verification, fleet inventories, and regulatory filings into a single, review-ready workflow for your underwriting team.
Capabilities
Modular tools that deliver consistent formatting, audit-friendly outputs, and clear visual summaries to support underwriting decisions.
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IFTA Summarize
Aggregates four quarters of IFTA returns into a concise workbook with charts, metrics, and narrative-ready summaries formatted for underwriting review.
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Driver Confirm
Reconciles driver rosters and abstracts to confirm completeness, validates dates against defined policy windows, and reviews metadata for authenticity.
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Vehicle List
Ingests and normalizes client vehicle inventories, reduces extraneous fields, and standardizes records so underwriting captures only pertinent data.
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Compliance
Collects and analyzes CVOR II and SMS reports, highlights trends, repeat violators, and score movements, and surfaces summaries to support ongoing portfolio monitoring.
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