Workflow center
Workflows
Start with a business workflow, upload files, pair the work to a company, then review outputs and chat with CIA AI.
Submissions
Prepare market submissions, schedules, narratives, and carrier-ready packages.
Submission Builder
WIPPrepare a submission readiness summary, missing items list, and draft submission narrative.
Work in progress
Contract Requirements
Compare contract insurance requirements against policy evidence with an exceptions-first report.
Spreadsheet Import
Review PDFs or spreadsheets for import-ready vehicle, driver, cert holder, equipment, or location rows.
Schedule / List Comparison
Compare two Excel/CSV/PDF lists and identify added, removed, changed, duplicate, and unclear rows.
Proposals & Comparison
Analyze coverage, compare quotes, and identify policy or renewal changes.
Coverage Analysis
Analyze one or more policies as a full placement and identify coverage terms, gaps, exclusions, and next steps.
Policy Comparison
Compare policies, policy versions, or placement documents and highlight material differences.
Quote Comparison
Compare quote options, tradeoffs, subjectivities, and missing quote information.
Renewal Comparison
Compare renewal material against expiring/current policies and flag meaningful changes.
Binding
Prepare bind reviews, bind requests, and client-ready next steps.
Bind Review
Review bind details, subjectivities, premium/payment items, conflicts, and delivery next steps.
Endorsement Request Builder
WIPTurn a plain-English change request into a clean carrier/broker endorsement request and checklist.
Work in progress
Servicing
Review issued policies, endorsements, certificates, and renewal service work.
Issued Policy Review
Review issued policy records and source files before delivery.
Certificate Request Review
Extract certificate holder, evidence, AI, waiver, PNC, and policy details for Applied Epic entry.
Endorsement Review
Review endorsement requests or issued endorsements for completion, mismatches, and next steps.
Claims
Review loss runs, open claims, severity trends, and carrier-ready loss summaries.
Account Management
Prepare account communications, meeting briefs, and client-facing summaries.
Client Email Drafting
WIPDraft client, carrier, broker, renewal, delivery, quote, and missing-info emails from account context.
Work in progress
Client Meeting Prep
WIPGenerate account briefs, current coverage summary, open issues, renewal dates, and talking points.
Work in progress
Stewardship / Account Summary
WIPCreate a client-facing annual account summary of coverage, service work, changes, and renewal plan.
Work in progress
Recent workflow records
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