The Real Risk: Lost Time
Your judgment isn’t the bottleneck—the reading is. IMs, policies, filings, appendices… the facts are there, scattered. You spend hours finding them, then rush the part that actually needs you.
Where You Lose Momentum
- Extracting entities, limits, exclusions, dates, ratios
- Reconciling versions and chasing missing documents
- Building a clean brief before the committee meets
- Repeating the same checks across every deal
Give the Reading to an Agent, Keep the Deciding
Drop the folder into TurboTable. Tell it what you track and what to flag. It pulls the facts, highlights gaps, and drafts a brief with links back to the exact page it came from. You keep the controls; the haystack sorts itself.
What It Does for You
- Ingests IMs, policies, filings, appendices
- Extracts entities, coverages, limits, dates, key ratios
- Flags deviations you define (“loss ratio > X”, exclusions Y/Z)
- Checks for missing docs and mismatched numbers
- Builds a decision-ready summary with citations
How Your Day Changes
You start from a clean table and a short brief. Your time goes to nuance: scenario checks, edge cases, and the “does this feel right?” test you can’t outsource. Turnaround shrinks. Confidence doesn’t.
Try It on a Real Deal (20 Minutes)
- Run a closed deal to benchmark.
- Tweak the fields and thresholds.
- Process one live opportunity.
- Compare the agent’s brief to your standard pack.
Results You’ll Feel
- Hours shaved off each review
- The same standards applied across analysts
- Fewer back-and-forths in committee
- More deals evaluated inside the window
What to Automate Next
Use the same approach for renewals, portfolio reviews, and vendor diligence. One habit, many wins.