- contact@verticalserve.com
- Part of the Insight broker suite — InsightDealDesk · InsightDueDiligence
Product
Everything a transaction risk placement needs, on one page per deal
The pipeline, the Deal Workspace, eleven agents, the comparison and binder engines, placement controls, the copilot and the decision record — on an illustrative book of eight deals from new mandate to post-close.
Home and pipeline
What needs you, and every deal by stage
Home
Start the day on what is waiting
Home is built for the persona: a deal broker sees their deals; a practice leader sees the book.
- Decisions the agents prepared, deal by deal
- Findings waiting for review
- The pipeline by stage with EV
- What the agents did, and whether they reasoned with Claude
The Deal Workspace
Six zones, each standing on its own
Decision
Prepared decisions, controls and each agent’s work
The top zone holds what is waiting on you: each prepared decision with its reasoning, confidence and the facts behind it; the placement controls that fired; and each agent’s headline in run order.
- Analyze, and What would they do? — a dry run that writes nothing
- Accept, Change, Reject, Ask on every prepared decision
- Block, refer and warn banners from the controls
- The rail: the deal, diligence progress, the fee
Reps and findings
Every rep, every finding, every page
Reps & schedules shows each rep with its qualifier, schedule and the diligence behind it. Findings collects missing documents, diligence gaps, known issues, red flags, qualified reps, intelligence and underwriting questions.
- Severity and kind on every finding
- A citation chip that opens the page
- The agent’s reading, grounded in the sources
- Approve, Change or Reject — approved findings go in the report
Markets and quotes
Appetite with reasons, quotes from the engine
The market agent matches each market’s appetite to the deal and states every reason; the comparison engine computes the quote grid; the binder panel shows what differs from what was agreed.
- Strong, possible or out — never an opaque score
- Retention as a share of EV, rate on line, total cost
- Deal-specific exclusions vs the standard form
- Submission versions, sent as dry runs outside production
Documents
The data room, searchable to the page
Each document with its pages and the pieces read from it, search that returns cited passages, the playbook’s answers, and reports built from approved findings.
- Uploads go to object storage, never local disk
- Read by InsightXtract in production
- The R&W placement playbook: 26 questions in six sections
- Reports from approved findings, by the pack’s templates
Agents, autonomy and the copilot
AI first, with the broker’s authority intact
Eleven agents
Data room, reps, diligence gap, exclusion, intelligence, submission, market, quote, UW call, binder and supervisor — each acting as itself, each traced.
Grounded figures
Engines own every figure. An agent answer with a number not in its cited facts is discarded; the agent’s own findings stand.
Autonomy dial
L1 draft to L4 act, per agent, action and sector; the five placement actions capped at L2; promotions earned on agreement.
Deal copilot
Seven read-only tools over the deal in your book; answers with numbered sources; figures checked; never acts.
Placement controls
Conflicts, authority, retention band and limit above ask in the Rules Studio — block, refer or warn.
Decision record
Every control hit and every answer signed — who decided what, on which facts.
