Book of business · the loom
Your book, Corin.
Every client, every line, every renewal clock in one place — woven from Outlook, Docusign, and your carrier portals. You stay in your tools; this just remembers what each one forgets about the others. This is where the work happens. What your clients open is one calm page away.
3
Active clients
Northwind · Cedar · Harbor
$23.1K/yr
Premium in force
across 9 bound lines
2
Awaiting signature
Docusign sent
18days
Next renewal
Harbor Health · Cyber + E&O
Your clients
Northwind Robotics
Series A robotics · ~30 people · Bellevue WA
GL
E&O
Cyber
D&O
BPP
$8,080 / yr in force · D&O awaiting signature
Renews in 312 days · Preview portal →
Cedar & Co. Studio
Creative agency · ~12 people · Seattle WA
GL
E&O
BPP
New business · 3 carriers out for quote
Quotes back by Thu · Preview portal →
Harbor Health Collective
Health-tech / clinic software · ~20 people · Tacoma WA
Cyber
E&O
D&O
GL
$15,000 / yr · Cyber + E&O up for renewal
Renews in 18 days · Preview portal →
In flight · Cedar & Co. · quoting across carriers
The same submission, out to every carrier that fits the risk, side by side. The day a quote lands it shows up here — no inbox digging.
| Line | Carrier panel | Indication | Status |
|---|---|---|---|
| General Liability | Atlas Specialty A++Granite Mutual A+Harrow Specialty A |
~$1,400 | 2 of 3 back |
| Professional / E&O | Northline Mutual A++Harrow Specialty A |
~$2,100 | 1 of 2 back |
| Business Personal Property | Granite Mutual A+ |
~$320 | Underwriting Q&A |
| Blended indication, pending final terms | ~$3,820 / yr | ||
Renewal radar
Harbor Health · Cyber + E&O
18 days
Cedar & Co. · new bind target
~10 days to bind
Northwind · full bundle
312 days
Awaiting signature
✎
Sent
Northwind · D&O binder
✎
Draft
Harbor · renewal authorization
Premium financing · Northwind
Down payment + 10 monthly payments. Tracked so the lapse notice never surprises anyone.
↓Down payment · 25%$2,020
1Installment · paid$606
2Installment · paid$606
3Installment · due Jun 15$606
4–10Scheduled$606 ea