The work

Four jobs a broker repeats.

The renewal
Opened weeks out, with the file already gathered.
Every policy on the book has a date on it, and the work in front of that date is the same each time: the expiring schedule, the loss run, the open claims, what the client has changed. The book is read forward so each renewal opens early with that material already pulled, and the broker walks in deciding rather than collecting.
The market submission
Out to every market complete, and the quotes lined up side by side.
One risk goes to several underwriters, each wanting it presented their own way, and what comes back arrives in as many shapes as there are markets. The slip is built to what each market requires, and the quotes that return are set side by side on the terms that differ, limits, deductibles, exclusions, premium, so the recommendation stays yours.
The claims file
Complete the first time the adjuster asks for it.
A claim opens and the file is built from what the client sends, the wording, the schedule in force on the day of loss and the correspondence that follows. It is assembled against what this insurer requires for this class, and anything that turns on whether the policy responds stops at a person with the file already in front of them.
The policy schedule and the endorsement
What was agreed is what the document says.
Terms move between the quote, the cover note, the schedule and every endorsement after it, and the client reads the last version. Each document is checked back against what was bound and what changed since, and a difference is raised before it reaches the client.
The alternative
Broking software ends at the record.
It stores the policy, and the judgment about what this client needs and which market will write it still sits with your people. Runbook arrives knowing your business, because writing down how you actually place a risk is where we start.
What you own
You own it. No seat bill.
It runs in your cloud account. If you stop paying us, it keeps running. What stops is us watching it, fixing it and extending it.

What we get asked

Questions brokers ask.

No. The system gathers the material, builds the submission and sets the responses against each other; which market gets the risk and what it is worth stays a judgment we do not touch. Where a decision is needed, the work stops and the file is put in front of the person who makes it.
Risks in the same class call for the same submission material, reach the markets in the same order and get chased on the same cadence, however differently they end up priced. Runbook programs that shape. How a risk is presented, what is worth arguing for and when to go back to a market a second time stay with the broker.
No. It works on top of what you have. The policy records stay where they are and the system reads from them and writes back to them, along with the mailbox, the spreadsheets your team actually keeps, and whatever the insurers send you in their own formats.
That is normal, and it is the job. A quote comes back as a PDF from one market, a body of text from another and a spreadsheet with the terms in merged cells from a third, and all three are read into the same comparison. Difficult inputs are what the data layer is built for.
The scope, the fee and the finish date are agreed with you in writing before anything starts. We do not publish a length, because it follows the size of the operation, how many systems the work touches and what condition the data is in.
You do. The code, the credentials and the documentation sit in your accounts and under your name from the day we start. It runs in your cloud account, and if you stop paying us it keeps running.
Nothing. It is thirty minutes, and you leave with a one-page sketch of the job you brought: the steps as they run today, where the line would sit, and what we would measure.
The one that produces the best file, and we find it by sitting with your people and reading what they read. Your strongest broker’s standard becomes the standard the work runs to. Where two people disagree on something that matters, that becomes a point the system brings to a named person rather than deciding on its own.