An open atlas of the workflows Regesta encounters most often inside independent commercial agencies, the raw material of agentic systems. Each entry shows the current-state friction, the hidden judgment, the systems in play, and where AI can reasonably assist without expanding its authority.
Mapped from live agency engagements
Renewal Preparation
Renewal packets assembled from AMS exports, prior-year emails, loss runs in shared drives, and account manager memory.
Which coverage gaps to raise, which market cycles to anticipate, which client relationships absorb premium changes.
Assemble the packet, summarize prior claims, draft the client narrative, flag missing endorsements.
Coverage recommendations, market strategy, client conversation.
- Days-to-quote-ready
- exception counts
- producer touch time per account
Reading about internal workflows, governance or operations?