Field underwriting copilot

Underwriting answers you can quote. Ask in plain English, get the carrier’s own words back — document and page — before you reach the doorbell.

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1.Verbatim from the carrier’s own guide, with the page number — or it tells you to call underwriting. It never guesses.

165

scripted questions, graded against the source documents

0

invented numbers, benefits, or verdicts

100%

of answers carried a citation — or refused honestly

2. Coverage, eligibility, condition, and medication questions from field scripts — every answer graded against the document it cites. 3. A refusal that names the right document counts as correct. An uncited number counts as wrong.

See it answer

It shows its work, every time.

  • The answer leads

    A clear yes, no, or pivot — in the first line, not after three paragraphs.

  • The source rides along

    The verdict carries the quoted line and its page — tap it to read the source itself.

  • Your book is one question away

    Follow up in the same chat — “who’s up for renewal this month?” — and it answers from your own clients.

§ 1No guessing

Quote it to the client

Every answer is a verbatim quote with its citation — or an honest "call underwriting." Nothing on the screen is unsourced.

§ 2Your book

Knows every client

Ask the way you'd ask an assistant: cross-sell lists, lapsed policies, who's up for renewal — counted from your book, not estimated.

§ 3At the door

Fast enough for the driveway

Lives on your phone. Check a knockout question between the car and the doorbell, and have the pivot ready before you knock.

When the guide doesn’t answer

“I don’t have a citable source for that — call underwriting before submitting.”

— Underquill, declining to guess

For an underwriting tool, the refusal is the safety feature. Join the waitlist and we’ll reach out when your carrier is supported.