Board by lane
Every risk in quotation is a card, and the lane is its stage: commercial, underwriting, market, close and resolved.
orbit placement
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Placement · Underwriting desk
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In PoC
From the broker's email to the close with the market.
Today a placement lives in email threads, attachments and spreadsheets: the request gets rekeyed, the slip is built by hand and every counteroffer is compared clause by clause. orbit placement turns each email into a numbered deal and carries it to the close, with the source of every data point in view. It currently runs as a proof of concept with an underwriting desk.
orbit placement
underwriting · placement
01 · Context
Placement lives in the inbox.
The broker sends the request with a questionnaire, financial statements and a scanned charter. Someone reads it, rekeys the data, chases the missing documents and builds the slip. Then it goes out to three or four markets, and each one answers its own way: one in the email body, another with an edited PDF, another with a Word file full of tracked changes. Comparing those answers against the original offer is done by hand, clause by clause, and nobody can later reconstruct who accepted what or against which version of the slip.
02 · What it is
orbit placement in one sentence
A multitenant desk that takes the request by email, fills the deal sheet with evidence for every field, builds a versioned slip, suggests markets with a reason, sends the offers, normalizes each counteroffer against the slip and leaves the comparison and the close on an immutable log.
03 · How it works
Four steps. No magic.
From the broker's email to the close, with the source of every data point one click away.
01
The request arrives
The broker's email reaches the desk's inbox, gets classified and becomes a card with a reference number. The deal sheet fills itself, with confidence per field and the document and page each value came from.
02
File and slip
The document checklist flags what is blocking and won't let the deal move on until it's resolved. The slip inherits concepts from the sheet, derives others from the documents, and every save is a new version.
03
Markets and offers
The desk suggests markets by agreement, appetite and capacity range, and asks for a reason if you leave one out. Offers go out on the same thread, with a reference per market and a response SLA.
04
Counteroffer and close
Each answer is normalized against the slip: first the summary of changes, then the detail with its source. You accept or reject, the reply drafts itself, and the comparison puts the markets side by side to close.
How it works · orbit placement live
What it does not promise
orbit placement doesn't underwrite or price: it doesn't calculate the technical premium or decide whether to take the risk, that stays with the desk. It doesn't make up amounts either: if a figure doesn't appear verbatim in the source, it is marked undetermined and can't be accepted. It doesn't convert currencies, sends nothing to a market without a person pulling the trigger except the receipt acknowledgment, and matching by sender and content only proposes, it never assigns on its own.
04 · What it does
Where it goes to work.
The modules that exist today in the proof of concept environment.
Sheet with evidence
Reads native and scanned PDF, Excel and Word, with the verbatim quote and page for every extracted field.
Counteroffer analysis
Modified, added and removed terms against the slip, with criticality, and conflicts when the document and the email body disagree.
Comparison and close
The offer against each market on the same concepts, and the final placement with each market's share.
Control tower
Sheet fields, checklist, concepts and criticality, markets, email templates and SLAs, adjustable by the desk without development.
Management view and API
Where placement is concentrating and which agreements were skipped, read only; plus a REST API to take the full deal to the ERP.
05 · Benefits
What changes when you have it.
Five differences from placing out of the inbox.
Request demo1
Nobody rekeys
The request fills the sheet, the sheet fills the slip and the slip travels to each market. Data is written once.
2
Every value carries its source
Document, page and verbatim snippet. An amount that doesn't appear in the source is never marked as reliable.
3
The counteroffer arrives summarized
First how many relevant changes there are and which are critical; the full comparison is one click away.
4
No version gets lost
Every saved slip and every version negotiated with a market is kept, and each placement points to the version that was sent.
5
A log that can't be edited
Every write and every send lands on an immutable, exportable log, with who did it and when.
06 · Before and after
What changes, side by side.
An honest comparison between placing from email and placing with a desk.
Before / Without orbit placement
Today's day-to-day
- ✕ The request is rekeyed from the email and its attachments
- ✕ Missing documents are chased with no control
- ✕ The slip is built by hand and overwritten
- ✕ Every counteroffer is compared clause by clause
- ✕ Nobody knows which version each market accepted
After / With orbit placement
The desk with orbit placement
- ✓ The sheet fills itself, with the source of every field
- ✓ The checklist blocks progress until required items are resolved
- ✓ Every slip save is a new version
- ✓ Changes arrive summarized, with criticality and source
- ✓ Every placement points to the version sent and negotiated
07 · Industries
Where it applies today.
Built on an underwriting desk that places property and liability risks with several markets. It fits anyone who takes requests from brokers and negotiates terms with more than one market.
01 / Insurers
Underwriting desks with facultative placement
The case the proof of concept was built on.
02 / Reinsurance intermediaries
Offers to several markets on the same slip
The same desk, with the broker as the source and the markets as the destination.
03 / MGAs
Commercial risks placed by email
Where negotiation lives today in threads and attachments.
08 · Video
Let us see it in action.
The lane board, the sheet filled from the email with the source of every value, market selection and a counteroffer summarized and answered, up to the three-market comparison. Recorded on the platform, on a demo tenant.
09 · Contact
Let's see it with your operation.
In 30 minutes we'll tell you whether orbit placement fits your process, what it integrates with and what it doesn't, and what a pilot looks like. If it doesn't fit, we'll tell you that too.
Run the discovery with rocky