Stewardship for every account worth keeping.
Stewardship stops at the accounts that can fund two weeks of prep — and when a BOR letter lands, the five-day answer gets written at midnight, from a standing start. Qumis assembles the record from the year’s work, all year.
Bring one account that deserves a better meeting — we build the first record with you.
The stewardship record — a living microsite on your domain
Representative screen · specimen accountStewardship report · policy year 2025–26
Hartline Manufacturing — the year, on the record
Prepared for Dana Ruiz, CFO · Alex Morgan, account executive · March 2026
Schedule of insurance
4/1/25–4/1/26 · incl. TRIA| Line | Carrier | Period | Limits | Premium | vs. prior |
|---|---|---|---|---|---|
| GL | Keystone Mutual | 4/1/25–26 | $2M / $4M | $186,420 | +3.8% |
| Umbrella | Northstar Specialty | 4/1/25–26 | $5M | $91,200 | +9.5% |
| Property | Summit National | 4/1/25–26 | $48.2M TIV | $136,500 | +6.2% |
| Auto | Keystone Mutual | 4/1/25–26 | $1M CSL | $90,300 | −2.1% |
| WC | Arbor Casualty | 4/1/25–26 | Statutory / $1M EL | $132,180 | −4.6% |
| Total program · 5 lines, 4 carriers | $636,600 | +2.3% | |||
Premiums and limits from the bound policiesGL dec · p.1WC dec · p.2SOV · r.48
The meeting that decides retention is the one that falls to the side.
Stewardship coverage without the two-week tax.
Each deliverable costs two weeks of assembly the calendar doesn’t have — so the meetings fall to the side exactly where retention is decided.
An interactive, branded client experience.
A living record on your domain instead of a 20-page PDF the client files away — logged as a priority by one of the country’s largest brokerages.
BOR-defense readiness.
A signed letter gives five to ten business days. The firms that survive it are the ones whose answer was already written — all year, from the actual work.
Everything the firm does all year feeds the one meeting you own.
Found, fixed, defended — assembled from the work itself.
Stewardship Reports & EBRs
The record that answers “what did our broker actually do?” — in your brand, on your domain.
See the use case 02Proposals, RFPs & Microsites
The same production muscle at renewal — presentations and microsites in the firm’s brand.
See the use case 03Claims Coverage Analysis & Analytics
The outcomes clients remember — captured for the record as they happen.
See the use case“The insight plus the evidence plus the explanation of why it matters gives me the content for a very compelling stewardship presentation — it speeds my cycle time massively.”
Qumis team member, formerly agency-side — on the meeting this record changes
Underneath the six is Coverage Intelligence — the system of judgment Qumis is building for commercial insurance, where every reviewed decision makes the next one better.