Features
Feasibility studies for captives with 5-year pro forma
Line-by-line loss projections and premium indications
Capital adequacy analysis sized to domicile
Pricing for perils with limited or low-quality data
Tailored coverage language pricing, layer by layer
Forward-looking modeling for emerging and climate-shifted risks
Case, IBNR, and LAE reserving by line and accident year
Multiple reserving methods reconciled with audit trail
Annual MAAA-qualified Statement of Actuarial Opinion
Quarterly and year-end reserve estimation
Solvency stress testing and scenario analysis
Reinsurance program modeling (layers, attachment, cession)
Dividend capacity calibrated to domicile rules
Audit-ready output defendable to captive managers
Independent advisory—not a broker or carrier
AI-powered quoting for complex MEP projects
Automated submittal and O&M creation (52% faster)
Project management for orders, fulfillment, changes, billing
Sales management for rep agencies (commissions, margins)
Real-time pricing and product catalog (3.2M+ cut sheets)
Customer visibility portal for order tracking
Role-based access controls and SOC 2 Type II security
ERP integrations (Eclipse, Prophet 21, SAP, custom)
White-glove implementation and dedicated success team
95% manufacturer market coverage (5000+ manufacturers)
Supports 300+ MEP distributors and rep agencies
Quoted over $30B in the last 12 months
Unified quoting, submittals, and project management
Sales management module (launched Jan 2026)