DELIVERY SEAM
Export, API, manual review or your policy workflow
Manual review is a valid first seam. Delivery counts when the destination acknowledges the record.
Four seams to defineAI-NATIVE SOLUTIONS FOR INSURANCE
Broker material in. A cited record out. The same treatment holds for first notice of loss, coverholder bordereaux, wording versions, pre-bind underwriting and open claims: every value carries the document, page and passage it came from, anything unsupported is held in the open, and a named person decides.
Your underwriters, handlers, brokers and finance approvers keep decision authority.
BUILT FOR
SEVEN WORKLOADS · SIX PRODUCTS
Each workload opens the record a reviewer receives: every value with the document and page it came from, anything unsupported held in the open, and the named person who decides.
Submissions · via PorterIQ · lands in Context WorkbenchSee PorterIQ
First notice of loss · via PorterIQ · lands in Context ClaimsSee PorterIQ
Bordereaux · via PorterIQ · lands in Context Workbench and Context Claims by row typeSee PorterIQ
Wordings · worked in Context DMSSee Context DMS
Underwriting · worked in Context WorkbenchSee Context Workbench
Claims · worked in Context ClaimsSee Context Claims
Remittances · worked in RemitIQSee RemitIQ
AGENTS PREPARE THE RECORD · A NAMED PERSON DECIDES
SIX PRODUCTS · CHOOSE BY THE JOB
Choose a workflow to improve: submissions, wording, underwriting, claims, broker servicing or remittance reconciliation.
PREPARE THE INTAKE
Extract facts from submissions, claims and loss runs, with references to the source.
REVIEW THE SUBMISSION
Review the brief, resolve open questions and prepare the quote file.
RUN THE BROKER BOOK
Explore client records, assigned follow-ups and upcoming renewals.
REPRESENTATIVE PRODUCT VIEW
A PorterIQ record as a reviewer sees it: every value with its source, anything unsupported held in the open, and the routing decision waiting for a named person.
A FOCUSED WAY TO BEGIN
Bring representative material, a named owner and a downstream destination.
ACCEPTANCE CRITERIA · WHAT THE FIRST WORKFLOW MUST PROVE
WHERE IT PLUGS IN
Agree the seam and the data boundary before the first production record moves.
DELIVERY SEAM
Manual review is a valid first seam. Delivery counts when the destination acknowledges the record.
Four seams to defineDATA BOUNDARY
No invented badges, no hidden training assumption, no authority theatre.
What we scope toSYSTEM OF RECORD
This is a governed layer around the systems you already run, not a replacement for them.
ADVANCED · AVAILABLE IN CONTEXT WORKBENCH
A frontier model runs a multi-round investigation inside a closed, read-only tool menu. Bounded rounds, bounded budget, every call audited.
WHAT THE HARNESS CAN MAKE
Reports, spreadsheets, forms and drafted correspondence, each figure traceable to the tool result that produced it.
LOOK
Nothing changes.
DRAFT
Default deny. Nothing adopts itself.
SEND
A named person with authority, recorded.
BEGIN WITH ONE WORKFLOW
We will define what arrives, what must be cited and where the approved record goes.