Console
What the system knows, and how the agents behave. Every change applies on the next run.
Overview
What the system knows, what is on, and when each job last ran.
Drafts sign as
Kenneth Rawls, Head of Casualty
3 on the roster · 5 risk classes wanted · 3 avoided
Last runs
- Universe syncAug 20, 2026, 4:35 PM
- ScoringAug 20, 2026, 4:40 PM
- Signal sweepAug 20, 2026, 4:27 PM
- Comparison auditAug 20, 2026, 6:03 PM
Underwriters
Who the drafts are signed by. The default signs unless you choose another.
Appetite
Goes into the scoring prompt and every brief. The agents push what you want and skip what you don't.
Voice
Rules the draft writer follows exactly. Change one, draft again, see the difference.
Sources
What the sweep reads and where the sync pulls brokers from. Off means off on the next run.
Signal feeds
Appointed brokerages
Connections
Status is read from the environment on every load. Add a key and the adapter runs on the next job.
- ApolloDataPlay 01
Builds the broker universe. Search is free; Reveal spends a credit.
Connected - Trade press (5 feeds)DataPlay 01
Construction Dive, ENR, Insurance Journal, Risk & Insurance, Insurance Business. The signal sweep reads them weekdays at noon.
Connected - Dodge Construction NetworkDataPlay 01
700K+ projects a year with owner, GC, and value. The project-award signal at full strength.
Licensed data. Worth it once the trade-press signals prove out.
Planned - Anthropic ClaudeModelsPlay 01 · Play 02 · Play 03
Scores brokers, researches briefs, classifies signals, drafts email, plans clips. Opus for prose, Sonnet for search.
Connected - Groq (Llama 3.3 70B)Answer enginesPlay 02
Open-weights control in the comparison audit: what a model says with no search.
Connected - ChatGPT (OpenAI)Answer enginesPlay 02
GPT with web search through the Responses API. Adapter written.
OPENAI_API_KEYNeeds a key - Gemini with Google SearchAnswer enginesPlay 02
Grounded Gemini, the closest proxy for Google AI Overviews. Adapter written.
GEMINI_API_KEYNeeds a key - Perplexity SonarAnswer enginesPlay 02
The search-native answer engine brokers actually use. Adapter written.
PERPLEXITY_API_KEYNeeds a key - Grok (xAI)Answer enginesPlay 02
Responses API with web search. Next adapter.
Planned - ProfoundAnswer enginesPlay 02
If the audit earns a budget, Profound adds prompt volumes, AI Overviews, and agent analytics on top of the same metric definitions used here.
$500 to $1,000 a month. Only after the 30-day baseline moves.
Planned - Underwriter email (Google Workspace or Outlook)OutreachPlay 01
Approved drafts send from the underwriter's own mailbox. Replies thread back to the signal engine.
Week one decision: native send through Gmail API, or a sequencer the team already pays for.
Planned - CRM (Salesforce or HubSpot)RevenuePlay 01 · Play 02
The submission record. Closes the loop from email to meeting to submission to bind, and feeds the appointment trigger.
Question one on our call: where submissions live today.
Planned - SlackOutreachPlay 01
/brief <broker> <firm> returns the one-pager where underwriters already are.
Planned - LinkedInSocialPlay 03
Primary channel for clips. Engagement exports matched to the broker universe.
Planned - XSocialPlay 03
Engineering angle and the talent brand. Engagement matched where handles resolve.
Planned - InstagramSocialPlay 03
Visual cuts. Posting scheduled with the others.
Planned - SupabaseInfrastructurePlay 01 · Play 02 · Play 03
Brokers, signals, drafts, briefs, audits, settings. One project, tables prefixed shepherd_.
Connected - VercelInfrastructurePlay 01 · Play 02 · Play 03
Hosting, the weekday cron for the signal sweep, and the environment where keys live.
Connected
Keys never reach the browser. Every adapter runs server-side and is rate-limited per route.
Comparison prompts
The questions the audit asks every engine. Add the ones brokers actually ask you.
I have quotes from Shepherd Insurance and Chubb for a general contractor's primary casualty program. Which should I recommend to my client and why?
Comparison · Broker
Shepherd Insurance vs Travelers for builder's risk on a $60M data center project. How do they compare?
Comparison · Broker
Is Shepherd Insurance a reliable market for excess casualty on commercial construction? Who backs their paper?
Objection · Broker
Which insurance carriers give premium credits to contractors that use Procore or OpenSpace?
Shortlist · Risk manager
Best markets for primary casualty on mid-market general contractors in 2026, including newer MGAs
Shortlist · Broker
My client is comparing Shepherd and Liberty Mutual for a contractor practice program. What are the tradeoffs?
Comparison · Broker
Which construction insurers can turn around an indication in under a week for an excess casualty submission?
Shortlist · Broker
Shepherd Insurance reviews and complaints from brokers
Objection · Broker
Who writes renewable energy casualty for solar and BESS projects besides the big carriers?
Shortlist · Broker
Is an MGA like Shepherd safe for a large construction account compared to Zurich or AXA XL?
Objection · Risk manager
Which carriers use jobsite technology data to price construction insurance?
Shortlist · Risk manager
Shepherd vs CNA for a hospital construction project: coverage, pricing approach, claims
Comparison · Broker
Runs
Every sync, score, sweep, and audit is logged, so a silent failure is never silent.
- Comparison auditprompts 12 · runs 24Aug 20, 2026, 6:03 PM
- Comparison auditprompts 12 · runs 24Aug 20, 2026, 4:46 PM
- Scoringscored 88 · batches 4Aug 20, 2026, 4:40 PM
- Scoringscored 150 · batches 6Aug 20, 2026, 4:39 PM
- Scoringscored 150 · batches 6Aug 20, 2026, 4:35 PM
- Universe syncfound 338 · upserted 338Aug 20, 2026, 4:35 PM
- Signal sweepfetched 110 · inserted 34Aug 20, 2026, 4:27 PM
- Universe syncfound 388 · upserted 388Aug 20, 2026, 4:27 PM