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- Part of the Insight broker suite — InsightDealDesk · InsightDueDiligence
Use cases
Eight illustrative deals, every stage from mandate to post-close
Each use case follows one fictional deal from InsightDealDesk’s demo book step by step — what the agents read, what they prepared, which control fired, what the broker decided — with the real screens and the diagrams.
By stage
Pick the moment that hurts most on your desk
flowchart LR E["Engaged
new mandate"] --> D["Data room
half a data room"] --> S["Submission
healthcare"] --> Q["Quotes
software, conflicts"] --> U["UW call
payments"] --> B["Bind
binder check"] --> P["Post-close
large deal"]
Who it is for
Three readers, one record
Deal brokers
Less reading, earlier answers
The exclusions, the uncovered reps and the market shortlist are on the page before the submission goes out.
Practice leaders
Policy that holds
Authority, conflicts and retention bands as controls, sign-offs with a brief, and a record of every placement decision.
IT and model risk
Evidence by default
Traces, versioned prompts, grounding, budgets and an autonomy cap that a reviewer can read in one page.
