The platform · Four connected workspaces

Every stage of
insurance operations.

Four purpose-built workspaces, mirroring the real stages of your team's work — intake, comparison, review, and delivery. Insurance-specific fields, review gates, and a full audit trail at every step. Not one generic prompt box.

Start with intake ← Back to overview
01 · Submission Intake 02 · Quote Comparison 03 · Coverage Review 04 · Proposal Studio
01 Submission Intake

Turn messy intake into structured submissions.

Most submissions arrive as a pile of email attachments, PDFs, and spreadsheets. ThreadWise reads every document in the thread, extracts the fields your team cares about, and flags what's inconsistent or missing — before anything reaches an underwriter.

  • Cross-document extraction. ACORDs, loss runs, supplementals, and broker emails are reconciled into a single structured submission.
  • Conflict detection. When two sources disagree, ThreadWise surfaces it with the evidence side-by-side.
  • Missing-info queue. Gaps become clearly labeled asks, ready to send back to the producer or client.
Acme Manufacturing Co. — Intake
4 documents · 18 fields · 3 issues
Needs review
Documents
EML
RE: Renewal
PDF
ACORD 125.pdf
PDF
Loss Runs 2024.pdf
XLS
Building Sched.xlsx
Extracted fields
Named Insured 98%
Acme Mfg Co.
ACORD 125 · pg 1
Location conflict
221 / 223 Industrial Way
2 sources disagree
Revenue 94%
$28.4M
Supplemental.xlsx
Vehicles missing
4 of 11
VIN + year
Review queue
Location conflict
ACORD vs loss runs disagree.
Missing VINs
4 vehicles undetailed.
DBA mismatch
DBA not on SOS filing.
02 Quote Comparison

Compare tradeoffs, not just premiums.

Premium is the easy part. ThreadWise normalizes every quote down to the terms that actually matter — limits, sublimits, deductibles, exclusions, admitted status — and makes the difference obvious at a glance.

  • Material difference detection. ThreadWise highlights cells where carriers diverge in ways that change the recommendation.
  • Recommendation with rationale. Preferred, broadest, and cheapest options are labeled — with the reasoning written for you.
  • One-click to proposal. Send the selected option straight to the proposal studio with context attached.

Quote Comparison — Acme Manufacturing Co.

3 carriers · 2 critical issues
Line
Travelers
Preferred
Chubb
Broadest
Wholesale
Risky
Premium
$84,200
$96,100 +14%
$71,400 -15%
Property Limit
$12M
$15M
$8M — below TIV
Wind / Hail Ded.
2% / $25k
1% / $10k
5% / $100k
Cyber
$1M incl.
$1M incl.
Excluded
Umbrella
$5M
$10M
$5M
Form
Admitted
Admitted
Non-admitted
Recommend Travelers. Balanced price and form, no material coverage gaps. Chubb is the strongest coverage (broader property limit, lower wind deductible) — worth $11,900 premium delta only if storm exposure is a concern. Wholesale option has three critical gaps and is not recommended.
To proposal
03 Coverage Review

Findings you can actually defend.

ThreadWise doesn't just summarize. Every coverage finding traces back to the exact policy excerpt, the public business context, and the internal notes that inform it — so your team can act with confidence and show their work.

  • Evidence-backed issues. Policy language, business research, and team knowledge linked to every finding.
  • Severity triage. Critical, high, and moderate findings organized so reviewers know where to start.
  • Recommended next actions. Ask carrier, ask client, endorse, or remarket — with draft language ready.
Coverage Review
Acme Manufacturing · Commercial Package
Critical 2 High 3 Moderate 4
Cyber exclusion on connected equipment
Critical · Policy ex. 04(b)
Additional insured missing — landlord
High · Lease 12.4
BI limit under-rated for seasonality
High · Q4 revenue
Ordinance or law sub-limit low
Moderate · Pre-1985 build
EPL limit below peer median
Moderate · Benchmark

Cyber exclusion on connected equipment

The "Exclusion of Certain Computer-Related Losses" endorsement may bar coverage for physical damage arising from networked control systems — a material exposure given Acme's documented 2023 IoT retrofit.
Policy Business context Internal notes Prior quotes
"This policy does not apply to loss or damage caused directly or indirectly by the use of or inability to use any computer, computer system, computer program, or networked industrial control equipment, regardless of any other cause or event that contributes concurrently or in any sequence to the loss."
CP 10 75 · Endorsement pg 14 · Hartford renewal quote
Ask carrier to remove Request endorsement Remarket
04 Proposal Studio

Operational work made client-ready.

Proposals are the end of a long chain of decisions. ThreadWise turns the comparison, review, and recommendation your team just made into a polished, editable proposal — not a Word template from last year.

  • Editorial-grade layout. Cover page, executive summary, recommendation, pricing, next steps. Not a spreadsheet dump.
  • Live-linked to the workflow. Update the analysis, and the proposal updates with it — with change history preserved.
  • Export anywhere. PDF, DOCX, or branded web share. Your team's logo, your client's context.
Proposal · Draft v3
Prepared for Acme Manufacturing Co.
Property &
Casualty
Renewal.
Executive Summary
We reviewed three carrier responses and surface two material coverage concerns on the incumbent renewal. Our recommendation balances form breadth, deductible exposure, and admitted status for your operating footprint.
Recommended
Travelers · Commercial Package
$84,200/ annual
Carrier comparison
CarrierPremiumFormRole
Travelers$84,200AdmittedPreferred
Chubb$96,100AdmittedBroadest
Wholesale$71,400Non-admitNot rec.
Next Steps
Client decision meeting 3/12 · Bind target 3/15 · Certificates to follow within 48 hrs of bind.
Sections
Cover pageauto
Executive summaryedited
RecommendationTravelers
Carrier comparisonreview
Risk insightsdraft
Next stepsdraft
Pricing
$84,200/ annual
Range $71.4k – $96.1k across 3 quotes
Export PDF Send to client

See the platform working on a submission from your book.

Fifteen minutes. A real intake. A real recommendation. Bring a submission and watch the four workspaces carry it from inbox to proposal.

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Platform FAQ

Common questions about how the ThreadWise platform works for insurance operations.

Answers about the platform workspaces, workflow model, and how ThreadWise connects broker inputs and systems.

How does the ThreadWise platform work across insurance workflows?
The ThreadWise platform uses connected workspaces to move insurance operations from intake through comparison, review, and delivery. Instead of treating each task as a one-off prompt, it carries data, decisions, approvals, and audit history forward across the workflow.
What are the core workspaces in the platform?
The core ThreadWise workspaces are Submission Intake, Quote Comparison, Coverage Review, and Proposal Studio. Together they support the stages brokers move through when turning messy submissions and carrier responses into reviewed, client-ready recommendations.
How does ThreadWise connect email, documents, and broker systems?
ThreadWise connects the inputs brokers already work in, such as email threads, PDFs, spreadsheets, document storage, and carrier materials, then structures that work for review and pushes approved outputs into the systems brokers rely on, including AMS and CRM environments.