ESOP Evaluator
A client intake form paired with an advisor modeling dashboard.
A client intake form paired with an advisor modeling dashboard.
An agent fleet layered over a contractor's existing systems, with tiered autonomy and a queue of the calls a human still makes.
A producer's whole day in one place — intake that fills itself from what the client already sent, quotes compared across carriers, and the renewal calendar that drives both.
Four domain agents read the paperwork a pay application arrives with, check it against the contract and the systems of record, and reduce the whole thing to one call a person still makes.
A specialty broker's placement desk end to end — submissions triaged at the front door, carrier panels ranked by scored appetite rather than memory, layered towers built, quotes compared on terms, and the binder held until the file is clean.
One workspace per person across a general contractor's office, from precon to accounting. Every automation reads Procore and Sage, drafts the work, and waits for someone to approve it. Also includes business development from public records and add-on estimating tools.
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