A manufacturing renewal that was being shopped.

An independent agency loads its markets and works a contested renewal.

Sample story. People and companies are made up.

The account being shopped

Dan gets the email every producer dreads. The owner of a machine shop says a national brokerage offered to remarket it. The owner attaches last year’s policy and an updated building schedule.

Defending the renewal usually means hours of manual retyping. Dan retypes values from the expiring policy into applications and supplementals. He chases the payroll split and checks carrier guides for metalworking appetite.

One renewal, then the whole agency

Dan sets up oyyo for his agency. He wants this renewal prepped fast and his markets checked in one place.

The desk opens with its own AI mailbox in oyyo. It reads the application with sources. It drafts a client review link. Dan then teaches it his markets and his proposal wording.

Markets first, wording with our team

Dan imports his appointed markets list from a spreadsheet. He loads the appetite guides for each carrier and MGA. Each market is then checked on every submission.

He emails the machine shop’s prior policy and building schedule to his AI mailbox. He reads the source-linked values and the market matches. Then he has client requests go there too.

Our team sets up the agency’s cover note and client proposal template. We use his agency letterhead and wording. Dan invites his producers and account managers and chooses a package.

Inside the machine shop submission

The application and supplementals are filled from the expiring policy. Each value is cited to its source page.

One ask to the client is drafted for what is missing. It asks only for the missing shop-floor payroll split.

Each market on his list gets fit, maybe, or no, with the guideline cited. Two markets fit precision metalworking.

Market packages (early access) wait for Dan’s Send. As quotes return, oyyo drafts the client proposal on his letterhead. That proposal also waits for his Send.

Ready for the client

Dan presents a cited proposal to the client with options from markets that fit.

His account managers can run the next renewals through the same desk. Dan reviews each draft and presses Send.

The steps

A working desk Dan signs up as a broker. His desk opens with an AI mailbox, cited applications and client review links.
His markets and their appetite He imports the agency’s market list from a spreadsheet and sets each market’s appetite.
Tried on one renewal file He forwards one renewal file to his AI mailbox. He checks the cited values and market appetite matches.
His letter and proposalWith our team Our team sets up the agency’s market cover note and client proposal template.
The team is in Dan invites his producers and account managers and chooses his package.