Feature

Encrypted storage

Every quote, attachment, and piece of correspondence is encrypted at rest, organized against the right submission, and completely walled off from every other agency's data.

The problem it solves

Submission documents tend to scatter — across shared drives, personal inboxes, desktops, and the occasional printout. A quote lives in one person's email, the application in a folder, the signed disclosure somewhere else entirely. That makes documents hard to find when you need them and hard to secure the way client data deserves. In surplus lines, where a placement carries specific documentation and compliance requirements, discovering a missing form at bind isn't just inconvenient — it's a real compliance and errors-and-omissions concern.

Scattered storage also creates a quieter risk: sensitive information sitting in unmanaged places. Insurance documents contain exactly the kind of personal and business data that shouldn't be spread across a dozen locations with no encryption and no clear owner.

How it works

Documents captured from your inbox through inbox monitoring, or uploaded directly, are stored encrypted at rest and filed against the correct deal automatically — so the record for any submission is complete and in one place.

• Encrypted at rest in AWS, so stored documents are protected, not sitting in the clear.
• Per-agency isolation — your data is never shared or mixed with another agency's.
• Organized by submission, so every quote, form, and piece of correspondence is attached to the right deal.
• Complete at bind — because documents are filed as they arrive, it's obvious what's still outstanding before you bind.

Security and data separation

Two things matter for handling agency data responsibly: protecting it, and keeping it separate. Encryption at rest addresses the first — documents are stored protected rather than as plain files. Per-agency isolation addresses the second — each agency's data is completely walled off, so nothing is shared or mixed between agencies. Together they mean your client documents are both secured and yours alone, which is the baseline any agency should expect before putting submission data into a platform.

Why it matters

Nothing goes missing at bind, sensitive data stays protected, and you have a clean, secure, auditable record for every deal — from the first quote through the signed disclosures. When it's time to bind, or to answer a question about a placement months later, the full file is right there against the submission instead of scattered across systems.

Frequently asked questions

How is agency data kept separate from other agencies?

Each agency's data is walled off from every other agency's — nothing is shared or mixed. Combined with encryption at rest, your documents are both isolated and protected.

Is document storage encrypted?

Yes. Every quote, attachment, and piece of correspondence is encrypted at rest in AWS and organized against the right submission.

Why does document organization matter at bind?

Surplus lines carries specific documentation requirements, so a missing form at bind creates real exposure. Filing every document against its submission means nothing is scattered when it's time to bind.