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Blog
Transaction risk placement, written down honestly
How an R&W placement runs today, how the agents work inside a broker’s authority, and illustrative deals followed from mandate to binder — with the screens and what the agents cited. Every company, market and figure is fictional.
Ground truth
How an R&W placement actually runs
Six weeks from signing, three data rooms, five markets and one spreadsheet.
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Ground truth
Where transaction risk placements slip
Not in the price. In the exclusion nobody predicted and the binder nobody checked.
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How it works
The Deal Workspace: one page per deal
The stage strip, the agents' work on top, and every figure one click from its page.
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How it works
Eleven deal agents, inside a broker's authority
Read the data room, predict the exclusions, match the markets, compare the quotes, check the binder.
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How it works
Grounded figures: why a model's premium is thrown away
If the number is not in the facts, the sentence does not ship.
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How it works
The autonomy dial, and why every placement action stops at L2
Draft, ask first, act and tell, act — and the five actions a broker always takes.
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How it works
The placement decision record
Every control that fired, every prepared decision and every answer, signed.
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How it works
A deal copilot that cites the data room
Ask about the deal on screen; every figure in the answer is checked against what it read.
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How it works
Placement controls in the Rules Studio
Conflicts, authority, retention bands and limits above the ask — as sentences a practice leader can read.
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Use cases
A software buyout: three quotes and one recommendation
$24M of R&W cover, three markets, and an Ohio sales tax audit every quote excludes.
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Use cases
A logistics deal with half a data room
Three of six documents, seven rep areas with no diligence, and a limit above the broker's authority.
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Use cases
A healthcare services submission
A Medicare billing audit, an upcoding finding and physicians paid as contractors.
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Use cases
Catching a binder that differs from the quote
A drop-down retention missing and a product recall exclusion nobody agreed.
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Use cases
A block before quote selection: conflicts not cleared
Two quotes in, a patent under review, and a control that will not let anyone select one.
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Use cases
A payments deal at the underwriting call
A card data incident, a tax line beside the R&W, and a retention outside the usual band.
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Use cases
A $1.1B deal from bind to post-close
A $110M tower, a primary and an excess, and a policy checked against the binder.
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Use cases
Day one of a new mandate
A sponsor calls, the data room is empty, and the agents start with what is missing.
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Use cases
Insurance diligence findings arriving from InsightDueDiligence
The target's program review lands in the placement as known issues, cited to the diligence.
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Connected suite
Company intelligence from InsightPulse
Subsidiaries, leadership, industry trends and adverse news, each with its as-of date.
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Connected suite
Reading the data room: InsightXtract and cited pages
Purchase agreements, schedules and diligence reports read into pieces that know their page.
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Adoption
The first ninety days on a deal desk
One team, closed deals first, agents at draft — and the evidence that earns the next step.
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Adoption
Governance and model risk for placement agents
Traces, versioned prompts, budgets, the grounding check — and tests that never call a model.
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