Carrier Appointments

Update from a carrier bulletin

Paste (or upload a .txt/.md/.csv of) a new carrier update. Claude reads it and proposes only the fields that changed — you approve before anything is saved. Nothing is overwritten wholesale.

Which carrier is this update for?

Or upload a text file

Paste the bulletin text

Statuses: Approved = appointment in hand · Pending = applied / in progress · Not started · Declined. Login passwords are stored server-side and only sent to this page after you sign in.

Describe a client and the risk — type it, or hold the mic and talk. Claude checks it against your Approved carriers only, ranks the best fits, and explains why (plus any do-not-submit cautions).

Client name (optional)

Options Read the recommendation aloud

The client / risk

Saved recommendations

Every recommendation is saved here — showing the latest 3. Click a card to expand.

The assistant only sees carriers marked Approved. It won't quote prices — it points you to the right market and flags cautions. Always confirm eligibility with the carrier.

Update from a carrier bulletin

Pending updates awaiting approval

Saved recommendations

Edit carrier

Login & portal

Appetite guide

Carrier Admin

Update from a carrier bulletin

Pending updates awaiting approval

AI Placement Assistant

Saved recommendations

Edit carrier

Login & portal

Appetite guide