Product consulting
Fixed-scope project, monthly retainer, or expert sessions.
Insurance judgment for teams building insurance products and internal tools. Corporate risk, broker, and carrier experience for products going to market and tools built in-house.
Who it’s for
Corporate risk, legal, and legal ops
Internal tools for contract review, certificate tracking, claims intake, and program records.
Brokers
Workflow and AI tools, built or bought, for placement, servicing, and client advisory.
Carriers, MGAs, and insurtechs
Coverage analysis, underwriting, and compliance products.
What we do
Scoping and workflow design
What risk managers, brokers, and underwriters actually do with the output, and where the workflow breaks.
Domain logic
How policies, endorsements, and contract requirements are structured, and how to model them.
Expert evaluation
Test sets built from real policy forms, with output reviewed by a coverage professional.
Working builds
Practical AI tooling for business problems, delivered as prototypes your team can run.
Go-to-market for vendors
Buyer discovery and positioning for selling to risk managers, brokers, and carriers.
Background
Insurance technology
Founding commercial hire at an AI company building coverage analysis and underwriting tools for brokers, insurers, and corporate risk teams.
Our own tooling
We built and run AI-assisted coverage analysis tooling with gated advisor review, the same approach behind our program pages.
Every side of the placement
Former coverage counsel, large-account broker at Marsh, and underwriter at Markel. JD, CIPP/US. More about Mark.
How it’s engaged
A fixed-scope project for a defined build, evaluation, or launch. A monthly retainer for ongoing work alongside your product or operations team. Expert sessions for specific questions as they come up.
Terms are set in writing before work begins. Your documents and data are used for your engagement and nothing else.
Getting started
Thirty minutes on what you’re building and where it’s stuck. No charge.