• contact@verticalserve.com
  • Part of the Insight broker suite — InsightDealDesk · InsightDueDiligence
About

Insurance due diligence built around agents, for the people who sign the report

InsightDueDiligence is the insurance due diligence product in VerticalServe’s Insight broker suite: an AI-first workbench in which agents do the reading, the bookkeeping and the drafting on every engagement, and deal brokers and practice leaders make the decisions.

Why we built it

Most of the time in insurance diligence goes into turning a data room into a spreadsheet: re-typing limits and premiums, reading loss runs line by line, hunting for the retroactive date and the change-of-control clause. The findings that matter to a buyer — the tail nobody bought, the subsidiary nobody named, the line that leaves with the seller’s program — are the ones that get missed when the reading is rushed.

That reading is exactly what a language model is good at, as long as it is held to the page, kept away from the arithmetic and kept inside the practice’s authority. So InsightDueDiligence starts from the agents: nine of them per engagement, each with one job, every finding cited, every figure computed by an engine, and everything they prepare waiting for a broker to accept, change or reject it.

What we hold ourselves to

  • AI first, people decide. The agents reason with the model by default; the checks’ findings are their grounding and their fallback. Out of the box nothing leaves the product without a person.
  • Every figure from the engines, every finding from a page. A model sentence with a number the facts do not hold is discarded. A finding without a source is not shown.
  • Authority is earned. Agents start at draft and move up only on measured agreement, under a ceiling the practice sets.
  • One set of facts across the deal. Reviewed findings reach the R&W placement in InsightDealDesk as a signed contract, not a re-typed PDF.
  • Honest demo data. Every target, carrier, person and figure on this site is illustrative, and labelled so.

The Insight broker suite

InsightDealDesk places transaction liability insurance — R&W, tax and contingent — for a broker’s transaction risk desk; InsightDueDiligence reviews the target’s own insurance program and hands its reviewed findings to the placement. Both are built on the same platform: the same identity and workforce, diligence core, agent framework and autonomy dial, Rules Studio and decision record. They read company intelligence from InsightPulse and documents through InsightXtract.

VerticalServe

InsightDueDiligence is built by VerticalServe, part of the InsightLake enterprise AI suite. Our Innovation PODs deploy and extend it inside a broker’s own environment.

See it on a target like yours

A 30-minute walkthrough of the agents, the Diligence Workspace and the copilot on an illustrative data room.

Request a demo