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Tom

Commercial specialist

Meet Tom, your commercial lines specialist

Commercial work is where the money is — and where the busywork buries you. Tom does the research, the eligibility checks, the submissions and the COIs, so you spend your time selling, not assembling.

Reporting in your daily briefing
What Tom does

Five jobs, handled every single day


Coverage eligibility checker

Knows in seconds what a business qualifies for

Tom checks a prospect’s profile against carrier appetite and eligibility rules instantly — so you stop chasing quotes that were never going to land.

Business prospect research

Walks into every meeting prepared

Before you talk to a commercial prospect, Tom pulls together the business profile, exposures and likely needs — so you sound like you already know their world.

Submission builder

Assembles clean submissions, fast

Tom builds carrier-ready submissions from your client data — the right fields, the right format — turning hours of assembly into minutes of review.

Claims history analyser

Reads the claims story for you

Tom analyses claims history to surface patterns, risks and red flags — giving you the context to price, place and advise with confidence.


COI generator

Issues certificates in seconds, not days

The certificate request that always lands at the worst moment? Tom generates an accurate COI on demand, ready to send — no more dropping everything to chase paperwork.
A day with Tom

While you're doing everything else

8:00 AM

Preps the day’s commercial meetings

Researches the prospects you’re seeing and flags what matters.
8:02 AM

Clears the COI queue

‘COI for Riverside LLC generated and ready to send.’
10:30 AM

Checks eligibility on a new lead

Confirms carrier appetite before you spend time quoting.
1:00 PM

Builds a submission

Assembles a carrier-ready submission from the client file for your review.
3:30 PM

Analyses claims history

Flags a pattern in a prospect’s claims that changes how you’d place it.
Better together

Tom works with the rest of your team

Your employees hand work to each other automatically — so the whole team moves as one.
R
Rachel
New business & leads
Tom qualifies the commercial leads Rachel brings in.
Meet Rachel →
J
Jessica
Front desk & admin
He builds from the documents Jessica keeps filed and ready.
Meet Jessica →
P
Paul
Policy service
Once Tom places a policy, Paul takes over the servicing.
Meet Paul →
FAQ

About Tom

How accurate are Tom’s COIs and submissions?
Tom builds from your client data and carrier formats, then surfaces the result for your review before anything goes out — speed with a human check where it counts.
Does Tom replace my judgment on placement?
No — he does the assembly and analysis so your judgment stays the valuable part. You decide where and how to place; Tom removes the hours of prep around that decision.
Can he check eligibility across multiple carriers?
Yes — Tom checks a prospect against the carrier appetite and rules you work with, so you focus only on quotes that can actually land.
Can I hire just Tom?
Yes. Commercial owners often start with Tom because the COI and submission time savings are immediate and obvious.
Still have questions? Our team is here to help you find the right solution.
Contact Support

Spend your time selling, not assembling

Book a demo and see how fast Tom turns commercial busywork into ready-to-send output.
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Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
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