AI Submission Assistant
Agency desk
A renewal, last term next to this term
oyyo put last term beside this term, with each cell linked to its page.
Northgate Self Storage LLC, a GL account (fictional)
Example on test data. The client is made up.
Came in
The renewal application, sent to the agency’s AI mailbox, next to last year’s submission.
- Renewal application6 pp.
- Loss run2 pp.
oyyo placed expiring and renewal terms side by side: premium, markets, and claims. Each value links to its page. It also calculated the premium change.
Step by step
- Them The renewal application arrives at the AI mailbox.
- oyyo Renewal comparison built: expiring term beside renewal term, each value cited to its page.
- oyyo Rate and premium change calculated across the expiring and renewal terms.
- oyyo The client and its principals checked against the OFAC SDN list. No match.
- oyyo One client question drafted about the open claim.
- You The account manager reviews the summary and presses Send on the client question.
The values
| Field | Value | Source |
|---|---|---|
| Premium | $12,400 → $13,516 | Last term / Renewal application · p. 1 |
| Premium change | Up 9% | Calculated from the two premiums |
| Markets | Market A, Market B → Market A | Last term / Renewal application · p. 2 |
| Claims this term | 1 open, $7,200 incurred | Loss run · p. 1 |
| Sanctions screen | No match on the OFAC SDN list | Screen of named parties |
What oyyo caught
Market B dropped off from the expiring term. One claim remains open (loss run, p. 1).