Move work without another interface.
Renewal and account work progresses through the AMS, Microsoft 365, documents and carrier systems already in use.
Employees are interrupted only when their approval or judgment is genuinely required, with the evidence and the resulting action already prepared.
See the bounded release
Every exact effect follows its own authority.
One client disclosure can branch into many effects. Permission for one never becomes permission for the rest.
Outlook
SharePoint
The AMS
Another client’s file
Not every effect carries the same consequence.
A schedule update, a client email and a binding instruction are three different decisions. Each follows the authority set for its kind, and uncertainty can raise the requirement but never lower it.
Internal work runs alone.
Automatic
Reconstruction, preparation and account updates run without interruption.Reversible, inside the brokerage’s own state.
Internal work runs alone.
Automatic
Reconstruction, preparation and account updates run without interruption, inside the brokerage’s own state.
Required approvals arrive in Teams as one bounded release.
There is no Proxara dashboard to maintain, no notification for every action and no approval list employees must remember to check. One card groups the routine work and brings material exceptions forward.
Coverage judgment and market strategy remain with the broker.
The relevant evidence, current account position and prepared consequences arrive together. Once the decision is recorded, the resulting work moves through to a verified result.
Coverage judgment
Coverage advice, claims and dispute decisions remain with the responsible professional. Binding always requires a named approver.
Commercial renewalsMarket strategy
Market selection stays with the broker. Submissions and market responses arrive assembled, ready for the placement decision.
Commercial renewalsClient commitments
Consequential communications wait for the authorized person, complete and ready to release.
Start a pilotEvery approval covers the exact action that executes.
The action never changes. The evidence around it does.
Recipients, attachments, evidence and account state are recorded with the approval.
Executed unchanged, and verified.
Dana Whitfield
Completed renewals rise while servicing and approval touches fall.
Measured from the account work and verified actions themselves. Employees maintain no Proxara statuses to produce these results.
Renewals per servicing employee
Servicing touches per renewal
Time to market-ready
Interventions by type and time spent in Teams release sessions are read from the same records.
Where the authority leads.
Start a pilot
Begin with consequential actions under brokerage approval. Approvals arrive through bounded Teams releases, and the brokerage decides whether any boundary should later change.
ExplorePrivate Environment
Keep account data private and every material result tied to evidence. See where model processing and private learning run.
ExploreContact us.
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