Good morning, Jordan.
Ask me anything about the book — carrier appetite, coverage forms, endorsements, agency procedures — or jump into an account. I'm set to Commercial Lines right now.
AI
Assistant
Hi Jordan. What are you working on today? You can ask me a question here, or open an account workspace to work alongside your team.
Carrier appetiteExplain an endorsementFind a guideline
Open an account
Work alongside your team with the assistant.
Run a tool
Calculators, guideline lookup, quote compare.
What can I do?
See everything the assistant can help with.
Your accounts
Renewal — Lakeside Apartments
12 messages · updated 2 hours ago
JK
BA
New Business — Vaquero Builders
5 messages · updated yesterday
JK
Cert Requests — August
3 messages · updated 3 days ago
JK
Start a new account workspace
Team
Talk with your teammates here. The assistant does not see this unless it is relevant to a question you ask on the right.
BA
Beth Alvarez
Jordan, use the building limit from the new appraisal on Lakeside — it is $4.2M, not $3.8M.
JK
You
Got it, thanks. Updating the application now.
Assistant
Answers from agency guidelines, this account's files, and only the relevant part of your team discussion.
JK
You
Quoting GL for a roofing contractor, $1M/$2M. Which of our carriers have appetite?
AI
Assistant · Normal
Per the appetite guide, two of our appointed carriers write roofing GL — Carrier A excludes torch-down (hot work), Carrier B allows it with the contractors' warranty endorsement. What's their operations mix?
JK
You
Mostly shingle replacement, plus some torch-down on flat commercial roofs.
AI
Assistant
Then Carrier B is the fit — the torch-down work triggers Carrier A's hot-work exclusion. Because an exclusion is in play, I'd flag this for Beth to confirm before quoting; I can't make the appetite call for you. Want me to open a quote check?
Loading calculators…
Make a calculator
Write it the way you'd work it out on paper — one step per line. Name a step with out to show its result. It goes live under your name, and the steps stay visible so anyone can check your work.
Inputs name, unit, and a test value to preview with
Your steps one calculation per line — results update as you type
Things you can use in a step:
+ − × ÷ ^( )
a = …out a = …
if(test, yes, no)> < ≥ ≤ = ≠
sqrt abs sin cos tan log ln min max round
Will publish as Jordan Kessler · Commercial Lines
Live preview
Runs the real engine on your test values as you type.
Need a hand?
Tell me the calc you want and I'll write the formula. Try one of these:
Chain steps
Multiple outputs
Use a condition
Write me one
| Guideline | Edition (current) | Covers |
|---|---|---|
| Carrier A appetite guide | 2026 | GL, property, auto — appetite by class code |
| Carrier B underwriting manual | 2025 | Contractors & habitational risks |
| TWIA eligibility guidelines | 2026 | Windstorm pool — coastal property |
| Surplus lines checklist | 2026 | Diligent-effort + SL filings |
| Agency E&O procedures | 2024 | Documentation & sign-off standards |
| Flood (NFIP) quick reference | 2025 | Zones, elevation certs, waiting periods |
Paste the expiring policy terms and the new quote. The assistant pulls out the values that matter — limits, deductibles, premium, valuation, endorsements — and flags anything the new quote quietly reduces.
Uses your Commercial Lines guidelines and the current carrier editions.
Run a quote check. The assistant reads a quote or proposal against the client's requirements and flags anything that needs a closer look before it goes out.
Recent quote checks
| Item | Account | Status | Date |
|---|---|---|---|
| Umbrella quote | Lakeside Apartments | Needs review — aggregate low | Aug 1 |
| GL renewal | Vaquero Builders | Cleared | Jul 29 |
Drop a document — a quote, dec page, ACORD, or policy — then either check it against the agency's carrier guidelines or just ask the assistant about it. What you drop here stays private to you; it is not saved to the agency library or shared with your team.
Drop a document here, or click to choose
PDF, Word, Excel, PowerPoint, text, CSV