7
Unreviewed signals
3
Pending calculators
42
Agency documents
28
Registered users
Recent signals needing attention
Jordan KesslerEscalation
"I'm not confident this quote is right and it binds tomorrow — who can check it?"
Priya ShahFrustration
"Third time I've asked and I still don't understand additional insured endorsements."
All signals surfaced from team conversations
Jordan KesslerEscalation
"I'm not confident this quote is right and it binds tomorrow."
Priya ShahFrustration
"Third time I've asked and I still don't get additional insured endorsements."
Marcus TranKnowledge gap
"Difference between ACV and replacement cost? The assistant couldn't find it in our docs."
Elena RuizFormula gap
"No calculator for short-rate cancellation — I had to do it by hand."
Pick exactly which files the assistant can read — drop several at once. Only what you add here is ever used; nothing else is touched.
What the assistant keeps struggling with — add to its knowledge to close each gap
Loading…
You are reading a team member's conversation. This access is logged against your name — Richard Meyer, just now.
Jordan Kessler
Lakeside Renewal · 12 messages · 2h ago
Priya Shah
New CSR Onboarding · 8 messages · 4h ago
Marcus Tran
Coverage Basics · 15 messages · 6h ago
Elena Ruiz
Cancellations — August · 6 messages · yesterday
Jordan Kessler
Quoting GL for a roofing contractor at $1M/$2M. Which of our carriers have appetite?
Assistant · Normal
Per the appetite guide, two of our carriers write roofing GL — Carrier A excludes torch-down work, Carrier B allows it with the contractors' warranty endorsement. What's the operations mix?
Jordan Kessler
Live load 40 psf, tributary width 10 ft, I is 204 in⁴.
Assistant
With torch-down in the mix, Carrier B is the fit — Carrier A's hot-work exclusion applies. I'd flag it for a senior agent to confirm before quoting. Want me to open a quote check?
42 documents the assistant draws from — admins can add and review
| Document | Category | Added by | Status | Updated | |
|---|---|---|---|---|---|
| Carrier A Appetite Guide 2026 | Carrier guidelines | Richard Meyer | Reviewed | Jul 2 | |
| Agency E&O Procedures | Compliance | Beth Alvarez | Reviewed | Jun 28 | |
| Certificate Issuance Procedure | Operations | Elena Ruiz | Pending review | Jul 8 | |
| Surplus Lines Checklist | Compliance | David Lin | Pending review | Jul 10 |
Calculator modules awaiting approval before going live
Short-Rate Cancellation Calculator
Computes the carrier short-rate penalty vs a pro-rata return. 3 inputs, 1 output.
TIV Rollup
Totals insured values across locations for a property schedule.
GL Premium Estimator
Rate times exposure basis with a minimum-premium floor. Flagged for assumption review.
All account workspaces across the agency — admins can open any
| Account | Owner | Members | Messages | Updated | |
|---|---|---|---|---|---|
| Renewal — Lakeside Apartments | Jordan Kessler | 3 | 12 | 2h ago | |
| New CSR Onboarding | Priya Shah | 1 | 8 | 4h ago | |
| Coverage Basics Training | Marcus Tran | 2 | 15 | 6h ago |
28 registered team members — usage, data safety, and roles
Usage is an estimate from tokens consumed × current model rates — close, but not a to-the-penny invoice. Agency total: $33.25 last 30 days · $137.85 all time.
Protected — scrubber redacted sensitive info
Check — a human should review
Clear
| Name | Role | Overall spent | Today | Last active | |
|---|---|---|---|---|---|
| Richard Meyer | Owner | — | — | Clear | |
| Beth Alvarez | Admin | $3.18 412K tok | $16.40 2.1M tok | Clear | |
| Jordan Kessler | Account Mgr | $9.52 1.24M tok | $36.90 4.8M tok | Protected · 3 redacted | |
| Priya Shah | CSR | $6.21 806K tok | $24.60 3.2M tok | Check | |
| Marcus Tran | Producer | $11.60 1.51M tok | $49.20 6.4M tok | Clear | |
| Elena Ruiz | CSR | $2.74 358K tok | $10.75 1.4M tok | Protected · 1 redacted |
How data is protected before it reaches the AI provider — three-stage automatic redaction
1
When a team member typesscrubbed before storage"Email the schedule to Sarah Chen at sarah.chen@acme.com, cell 817-555-0142"
→
"Email the schedule to [REDACTED_NAME] at [REDACTED_EMAIL], cell [REDACTED_PHONE]"
2
Before it goes to the AI providerscrubbed again at the boundary3
When the AI repliesreply scrubbed tooHonest note: redaction is pattern-based — a strong safety net, not a mathematical guarantee. Unusual formats can slip past (that's what the yellow "Check" flags in Users surface). The AI provider's enterprise terms are the second layer, worth confirming in writing for regulated work.
Agency-wide activity log — who did what, and when
| When | Who | Action | Detail |
|---|---|---|---|
| 2:14 PM | Beth Alvarez | Read conversation | Jordan Kessler · "Lakeside Renewal" (logged) |
| 1:52 PM | Richard Meyer | Approved calculator | "Coinsurance Penalty Check" |
| 11:05 AM | Richard Meyer | Granted role | Admin → Jacob Fields |
| 10:41 AM | Beth Alvarez | Added document | "Certificate Issuance Procedure" |
| Yesterday | Richard Meyer | Paused assistant | Maintenance · 14 min |