Six carrier portals, one comparison sheet
Premiums, limits, deductibles and the exclusions worth noticing, with a link to every quote so you can verify each figure against the source before a client sees it.
The same risk keyed into portal after portal, results copied into a spreadsheet by hand: that is the part a companion takes. It works each carrier portal at your own access level and hands back one sheet.
A broker’s year is a renewal book turning over one policy at a time, and each turn is the same circuit: expiring terms out of the AMS, the client chase for schedules and loss runs, five or six re-quotes, then the retyping. A companion works the portals and the AMS, Applied Epic or EZLynx or whichever you run, in your logged-in session, with Outlook or Gmail native for the chasing. The recommendation and the bind stay with the licensed broker.
What does the 90-day renewal circuit look like automated?
A weekly routine lists policies entering the ninety-day window and starts the packet per risk: expiring terms and premium history from the AMS, then the client-document chase drafted and queued for updated statements of values, loss runs and payroll figures.
Reminders escalate as the date approaches. The chasing half of a broker’s day becomes a reviewed batch, which is inbox triage applied to a renewal book.
Get six portals into one comparison sheet
A companion works each carrier portal in your session, navigating the quote screens the way you do at your access level, and compiles premiums, limits, deductibles and the exclusions worth noticing into one comparison sheet.
Every figure links back to its quote, so you verify against the source in two minutes before anything reaches a client. A transcription error in a limit is an E&O claim with a paper trail.
Certificate requests, triaged into a reviewed queue
A companion pulls COI requests out of the inbox, checks each against the policy data in your AMS, and stages the response for review. Twenty a week in season becomes one reviewed queue.
The judgment cases get flagged to a human: additional-insured wording that does not match the policy, a request quietly asking for coverage the client does not carry.
Why do the recommendation and the bind stay human?
Both are the licensed act, E&O-insured and built on knowing the client’s risk.
Everything a companion produces is an input to the broker’s letter: the comparison sheet informs the recommendation, and you write it.
Every send stops at a card showing exactly what is about to go out, and Ask Always mode puts every action behind one. Client financial and health data sits in accounts you signed into, on your own machine; the security page is what your compliance officer will want to read.
Experience Strawberry for free
DownloadTrusted by fast-growing companies worldwide
Frequently asked questions
Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents