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Six jobs. One account year.

Qumis is the AI for insurance advisory on complex accounts — six jobs your team already does, at the six moments of the year when coverage judgment decides whether the account is won, protected, defended, and kept.

Book a demo

Pick the one that hurts most this quarter — we run it live on your documents.

The account year

Six moments when coverage judgment decides the account.

I · Win

Win the account.

The pursuit goes to whoever knows the prospect’s program better — and to the proposal that tells the client the story, carrying the analysis that built it.

II · Protect

Protect the program.

Every quote checked against expiring before it binds; the whole tower checked against itself — read whole, cited to the clause.

III · Serve

Answer the deal.

Every lease and MSA the client signs, read against the program — each requirement met, unmet, or ambiguous, with the answer drafted.

IV · Defend

Defend the claim.

When a claim tests the program, the coverage position built the way counsel would — the whole policy read, the clocks tested, in hours, cited, reliance-tiered.

V · Prove

Prove the value.

The year’s catches, fixes, and defended claims on the record — in your brand, ready the day the CFO asks what the broker actually did.

Renewal

Then it renews, and the wheel turns.

Six jobs, one account, every year — and one reasoning system behind all of them. Teams that start with one job end up running several.

Six jobs your team already does, to one standard.

01

Policy Review & Checking

Every quote, binder, and policy checked whole against expiring — before it binds, cited to the clause.

Protect
Who runs itAccount executives, account managers, and technical brokers. The most-run job across the Qumis customer base.
02

Claims Coverage Analysis & Analytics

The coverage position built the way counsel would — in hours, cited — and the loss run read for the pattern.

Defend
Who runs itClaims advocates and coverage counsel. Claims professionals are Qumis’s most habitual users.
03

Proposals, RFPs & Microsites

The placement, told to the client in your brand — proposal, RFP response, renewal presentation, interactive microsite — carrying the analysis that built it.

Win
Who runs itProducers, account executives, and client-service teams. The client-facing half of placement.
04

Contract & Insurance Requirements Review

Leases, MSAs, and diligence files read against the live program — every requirement met, unmet, or ambiguous, cited both ways, the answer drafted.

Serve
Who runs itAccount executives and coverage specialists — and client-side risk managers. The year-round job.
05

Program Structure & Design

The whole tower read as one program — concurrency, attachment points, wording between markets — on your book and on the accounts you’re pursuing.

Protect · wins on offense
Who runs itPlacement leaders and technical brokers. No desk tool touches program judgment.
06

Stewardship Reports & EBRs

Stewardship that proves judgment, not activity — the year’s catches, fixes, and defenses in a branded report and a living microsite. We build the first one with you.

Prove
Who runs itProducers and client executives, for national-accounts and retention leaders.
Attorney-builtCited to the clauseHonest about ambiguityReliance tiersEnterprise security

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.