Placement Deskby Zenveus

Commercial placement. Your team in control.

One submission.
Every market.
Your approval.

Give your commercial team one thread from application to issued policy. Placement Desk prepares the package, tracks every market, organizes replies and lines up the quotes for your people to decide.

Book a 20-minute walkthrough ↗Try the workflow →
Live commercial workflowConfigured and managed for youAlongside your agency system
BROKER WORKBENCHPrepared work · Your decision

Demonstration · US commercial lines

Northline Contracting

One application. Three independent market conversations.

Market AQuestion · Reply prepared
Market BQuote · Ready to compare
Market CQuiet · Follow-up due
Next decision: review the exact version

Recipients, documents and wording stay visible. A changed draft needs a fresh approval.

Open the interactive workflow →

You have the tools. Your people are still doing the connecting.

We configure, connect and run the workflow with you.

Does this sound like your day?

The tools are there.
The work still lands on you.

Choose the handoff that slows your team down. See the workflow we can put around it, the decisions that stay with your people and how we measure the change.

Start with one problem. Build a connected operation around it.

01Submission preparation

Still entering the same risk three different ways?

Applications, ACORDs, supplements and carrier packages keep asking for answers you already have.

See how the work changes
02Market correspondence

Chasing underwriters from inboxes and spreadsheets?

Questions, declines and quiet markets compete for attention, and the next move lives in someone’s memory.

See how the work changes
03Terms & policy verification

Comparing quotes and checking policies by hand?

Premiums, limits, exclusions and deductibles arrive in different documents. The issued policy adds another review.

See how the work changes

Explore intake, renewals, connected records and account operations

Placement Desk · The starting offer

One controlled thread from application to every market.

Broker Workbench shows the work that needs attention. Submission Desk keeps each market’s documents, correspondence and next action together. We adapt both to your line, markets and operating rules.

01

Check readiness

Review the application, ACORD data and supporting evidence. Missing information stays visible.

02

Choose your markets

Review appetite support and risk context. Your licensed people select the carriers, MGAs or wholesalers.

03

Approve the package

Review exact recipients, wording and attachments. Each selected market gets a separately tracked delivery.

04

Handle the replies

Questions, declines and quote documents return to the right placement. Follow-up drafts surface on the diary.

05

Compare the terms

Review structured premiums, limits, deductibles and material differences before advising the client.

06

Check the issued policy

Compare the policy with accepted terms, flag discrepancies and review before a separate activation decision.

See the placement workflow

Prepared work.
A broker in control.

Watch the workbench, then step through a US contractor placement demonstration. You review market selection, approve the exact send and see the policy-check handoff.

Open the full operating-system tour ↗

21-second workflow demonstration

INTERACTIVE PLACEMENT DEMONSTRATION

Northline Contracting LLC

01 / 14

Readiness

Check before it goes to market.

The application and documents are reviewed for missing information. The package needs a current loss run before it can be ready.

Application: complete Loss runs: current year missing Next move: request the missing evidence

Demonstration only. No messages are sent or records changed.

Workflow demonstration. Market selection, external communication, quote acceptance and binding stay with authorized people.

Control built into the work

It prepares the work.
Your people decide.

The system assumes AI can be uncertain. It shows gaps, routes ambiguous replies to people and confirms what actually happened.

Approve the exact version

A changed recipient, draft or relevant record state makes the old approval stale.

Confirm the result

“Done” means the underlying action is confirmed. Uncertain outcomes are checked before retrying.

Keep the full history

Preparation, changes, decisions, delivery, failures and recovery remain attached to the record.

No carrier or client email goes out without approval. Binding, quote acceptance, policy activation, certificate actions and payment decisions require authorized confirmation.

In the tools you already use

You know this part.
What happens next?

Follow an account through the day. If a familiar tool handles part of the job, see how our service connects to the work around it, and where the approaches differ.

Find another tool in your stack

Extend your placement workbench · Your brand

Start with placement.
Connect the next handoff.

A reviewed submission is one part of the job. Clients still need to complete applications, records need to reach the right system and account teams need to reconcile what happened. Extend the workbench around the handoff that costs your team time.

Client experiences carry your brand. We configure the records, permissions and operating rules, then support the agreed workflow.

Explore all six capabilities

Client experience

Your branded insurance portal

Still collecting applications across forms, emails and attachments?

Bring questionnaires, uploads, application progress and proposal review into a branded client journey connected to your team.

  • Save and resume applications
  • Collect documents alongside answers
  • Connect proposals and signing journeys
See the portal journey

Conversational intake

Your website insurance assistant

Do website inquiries arrive without enough detail to act on?

Explain your products, guide the visitor through relevant questions and deliver an assigned inquiry with usable risk context.

  • Answers from your approved product content
  • Guided intake and qualified inquiries
  • A mapped CRM handoff with an owner
See the guided intake

Insurance infrastructure

Insurance APIs & middleware

Does a completed action still need to be entered in another tool?

Connect carrier, distribution, agency and policy-administration systems around a specific handoff, with visible failures and recovery.

  • Risk and questionnaire mapping
  • Quote, document and status handoffs
  • Separate sync failures from confirmed actions
See the system handoffs

Document operations

ACORD & submission form automation

Still copying the same risk into another application?

Map reviewed answers to required forms, organize supporting documents and prepare a versioned package for the selected markets.

  • ACORD and supplemental field mappings
  • Missing evidence and conflicts surfaced
  • Files linked to the reviewed submission version
See the form workflow

Account operations

CRM, accounting & payment workflows

Still looking up which policy an invoice or payment belongs to?

Link account and deal records, invoice information and confirmed transactions, with exceptions assigned for review.

  • Mapped account and invoice references
  • Confirmed payment events linked to records
  • Unmatched items and failed updates surfaced
See the account workflow

Lifecycle extensions

Renewal preparation & servicing workflows

Does renewal season begin with another blank application?

Reuse prior information for review, collect changes and give renewal and servicing work a clear owner and next step.

  • Upcoming expiry and prior-record context
  • Changes and missing evidence made explicit
  • Scoped proposal, certificate and invoice workflows
See the renewal workflow
One useful extension at a time.

Choose a workflow, agree the source records and measure the result. Each capability has its own delivery scope; system access and supported operations are confirmed before implementation.

A productized service

We set it up.
We run it with you.
We measure the result.

A reusable operating core, configured to your agency. You bring your markets, forms and SOPs. We handle workflow configuration, agreed connections, monitoring and improvement.

What you pay for today

  • Subscriptions across intake, service, records and payments
  • Staff time bridging the handoffs between those tools
  • Repeated preparation, tracking and correction

What we measure together

  • Which tools earn their place in your actual workflow
  • Manual touches and preparation time per submission
  • Follow-up lag, review time and exception volume

Rollout pricing is based on your scope and operating needs. Savings are measured against your baseline; buying fewer tools is a decision we evaluate together.

Three design-partner slots

One line of business.
Six weeks.
Your own baseline.

For independent commercial agencies that need less manual coordination across multiple markets.

  • Start with new-business placement on one agreed line.
  • Email and document first, alongside your agency system.
  • Baseline week before assessing the result.
  • Your markets, contacts, forms, follow-up rules and pilot team.
  • Weekly 15-minute check-in and a written result.
  • Measure preparation time, first market delivery, follow-up lag, quote review time, manual touches and exceptions.

Deep AMS integration, carrier-portal automation and add-on modules are separate scope. Underwriter response time remains with the carrier.

Questions

What principals ask first.

Why only three?

Each pilot needs hands-on workflow mapping, configuration and a measured baseline. We are limiting this design-partner round to three agencies so we can work closely with each team.

Does this replace our agency system?

Your agency system stays the official record. Placement Desk coordinates the work alongside it and your email. We assess connections against your actual system access and permissions.

What is already running?

The foundation runs in a live North American commercial brokerage: separate tracking for each market, diary-based follow-up preparation, structured quote review and accepted-quote-to-issued-policy checking. Your agency gets a configured deployment, measured against its own baseline.

Is this another software subscription?

It is a managed service built around a reusable placement workbench. We configure it to your workflows, connect the agreed systems and run it with your team. The commercial model is setup plus a scoped managed fee after the pilot.

Can it send or bind without us?

External communication requires approval of the exact version. Market selection, quote acceptance, binding, activation, certificate actions and payment decisions stay with authorized people.

What about carrier portals and APIs?

The base pilot is email and document first. We assess each carrier API, PAS or portal connection separately, including available operations, credentials and permissions.

Can we add our own portal or website assistant?

Yes. A branded portal and your website assistant are optional additions. We agree the products, intake rules, qualification fields, CRM handoff and any actual quoting connection before implementation.

Where will our data live?

Hosting, access, data paths, retention and subprocessors are agreed for your deployment before live data is connected. We walk through your requirements during scoping.

Who is behind Placement Desk?

Zenveus builds insurance and regulated-data systems, with experience across commercial and specialist insurance workflows since before the AI wave. The same engineering team handles the operating layer, portals and integration work.

Start with your operation

Bring one line. We’ll map the work around it.

A 20-minute walkthrough of your intake, markets, handoffs and approval rules.

Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.

Book a 20-minute walkthrough

Choose a time for your 20-minute walkthrough. Open the calendar in a new tab