NEW SUBMISSION · COMMERCIAL P&C
Who are we getting covered today?
Type the company name. Or drop whatever you've got — we'll take it from there.
3 docs attached · ready to mine
prior-policy-2024.pdf
✓DEC PAGE · 1.2 MB
phone-transcript.txt
✓RENEWAL CALL · 14 KB
renewal-thread.eml
✓2 EMAILS · 28 KB
Or drop dec pages, emails, transcripts — anything
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Sources
Idle
Gap analysis · 6 flagged
2 critical
2 important
2 advisory
Cyber liability · PHI exposure
D&O · Series A board
Tech E&O · aggregate thin
Crime · wire-fraud profile
EPLI · headcount scaling
IP / media liability
RECOMMENDED FOR MERIDIAN
Three Lines of Business.
Single adaptive form.
Tech E&O
Cyber
D&O
From NAICS 541512 · prior cyber policy · web context
GAP ANALYSIS · BEFORE THE RENEWAL
6 gaps caught.
Cross-referenced against
Travelers policy
Crunchbase · Series A
NAICS 541512 benchmarks
Press · PHI partnership
Renewal call
Critical
Cyber liability missing
PHI handled per press release · no standalone cyber on prior policy
Critical
D&O for Series A board
2 VC seats (Crunchbase) · indemnification triggers on next round
Important
Tech E&O aggregate thin
$2M aggregate vs PHI exposure · single retention claim could exhaust
Important
Crime / social engineering
$14.2M tech firm · wire-fraud profile · no crime sublimit on file
Advisory
EPLI · headcount scaling
47 employees · payroll +38% YoY · no employment practices on file
Advisory
IP / media liability
541512 software dev · prior policy excludes IP infringement defense
From 7 sources
6 gaps caught
in 22.4s
Prefilled & ready for verification.
Sent to Policyholder
Send to win.
Intake used to cost me deals. Now it lands them.
Rob Oldroyd · Sr. Producer · Moreton & Co.