Security
Isolation at the row, not in a filter someone forgot.
Tenancy is enforced in the database itself through row-level security. A query that omits its filter returns nothing rather than another book — the failure mode is empty, not leaked.
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Good afternoon, Dana.
Recent chat ·Accounts over 60% loss ratio
Ask anything…What are my upcoming renewals ranked by premium?
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What are my upcoming renewals ranked by premium?
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Policies expiring in the next 90 days, still in forceRecords found: 12
Twelve policies renew in the next 90 days, $6.42M of written premium. Five accounts carry 71% of it. All five are in appetite and none has an open referral.
PolicyInsuredExpiresPremiumRenews in
POL-4417SSable Ridge EnergySep 30$2,110,00054d
POL-3902SAldercrest UtilitiesOct 12$1,905,00066d
POL-4108PPinehurst HospitalitySep 14$724,30038d
POL-3771DBrightline TransitOct 28$538,40082d
POL-4055DKestrel LogisticsSep 03$412,00027d
ViewView settingsNew
SortFilterAppetiteis any ofIn appetite, Referral21 records
PolicyPremiumEffectiveExpiresAppetiteProducer senseProjected loss
Kestrel LogisticsPOL-4055$412,000Sep 03, 2025Sep 03, 2026In appetiteVery strong$164K
Pinehurst HospitalityPOL-4108$724,300Sep 14, 2025Sep 14, 2026In appetiteNeutral$309K
Sable Ridge EnergyPOL-4417$2,110,000Sep 30, 2025Sep 30, 2026ReferralWeak$1.02M
Aldercrest UtilitiesPOL-3902$1,905,000Oct 12, 2025Oct 12, 2026In appetiteNeutral$742K
Brightline TransitPOL-3771$538,400Oct 28, 2025Oct 28, 2026In appetiteGood$188K
Cadence HealthPOL-3644$305,750Nov 01, 2025Nov 01, 2026In appetiteVery strong$96K
Fairhaven SchoolsPOL-3510$392,150Nov 15, 2025Nov 15, 2026In appetiteVery strong$121K
Halstead MarinePOL-3388$96,200Nov 22, 2025Nov 22, 2026In appetiteGood$34K
Winnow GrocersPOL-3271$214,800Dec 01, 2025Dec 01, 2026In appetiteGood$88K
Tallgrass AgriculturePOL-3140$268,900Dec 09, 2025Dec 09, 2026ReferralWeak$196K
Larkspur Dental GroupPOL-3022$163,400Dec 18, 2025Dec 18, 2026In appetiteGood$41K
Merrivale Cold StoragePOL-2871$341,700Jan 18, 2026Jan 18, 2027In appetiteGood$118K
Anchorline FreightPOL-2760$906,400Feb 02, 2026Feb 02, 2027In appetiteNeutral$402K
Quillon ManufacturingPOL-2654$477,250Feb 20, 2026Feb 20, 2027In appetiteVery strong$139K
Redhawk ContractorsPOL-2519$233,900Mar 06, 2026Mar 06, 2027ReferralWeak$174K
Silverbrook Senior LivingPOL-2402$612,000Mar 22, 2026Mar 22, 2027In appetiteGood$248K
Northwind FoodsPOL-2984$188,500Jan 04, 2026Jan 04, 2027ReferralWeak$127K
Ridgeway ContractorsPOL-2867$447,600Jan 15, 2026Jan 15, 2027In appetiteGood$152K
Beacon Point HotelsPOL-2745$611,200Jan 27, 2026Jan 27, 2027In appetiteNeutral$233K
Ironvale ManufacturingPOL-2612$1,240,000Feb 08, 2026Feb 08, 2027In appetiteNeutral$486K
Copperfield WineriesPOL-2503$129,400Feb 19, 2026Feb 19, 2027In appetiteVery strong$38K
v workingEditorRunsSettings100%
Run in progressCompleted in 7.4sTrueFalseTrueFalse
Submission receivedTrigger
Record created · SubmissionKestrel Logistics · $412,000
Research missing informationAgent
Fill gaps from filings and prior terms9 fields resolved · 2 cited
Enrich via APIIntegration
FMCSA · Verisk · D&B3 sources · 412ms
Clearance rulesCondition
Broker of record · duplicate checkPassed · no conflict
Decline submissionRecord
Close file · notify brokerClose file · notify broker
Appetite checkCondition
Class, geography, limits, loss historyIn appetite · fit 86
Create referralTask
Assign to senior underwriterAssign to senior underwriter
Rating workbookRating
Commercial auto · 2026.2 rate bookIndicated $418,900 · 1.6% over
Generate binderDocument
Binder template · endorsementsBinder-4055.pdf · 6 pages
Notify partiesEmail
Broker, underwriter, opsSent to 3 recipients
Security
Isolation at the row, not in a filter someone forgot.
Tenancy is enforced in the database itself through row-level security. A query that omits its filter returns nothing rather than another book — the failure mode is empty, not leaked.
How it works
The guarantees, and where they live. Security properties that depend on application code being correct everywhere are not guarantees. These are enforced a layer below it.
Row-level tenancy
Enforced by the database on every read and write, including the assistant and the API.
SSO and SCIM
SAML and OIDC sign-in with directory-driven provisioning and deprovisioning.
Complete audit trail
Every field change, state transition and document decision is recorded as it happens, in an append-only store.
Send us your security questionnaire.
We will complete it, and walk your team through the tenancy model in as much depth as they want.
Architecture review available with our engineers.