How InsightRollup connects to the rest of the suite

InsightRollup is one of a family of broker workbenches on the Insight platform: InsightDealDesk for transaction liability, InsightDueDiligence for insurance diligence on deal targets, InsightRollup for agency acquisitions, InsightProofing for policy checking, InsightPlacement for placement and renewal and InsightAdvocate for claims advocacy. They share a sign-in, a roster, a decision record, Rules Studio and an agent runtime, and they talk to each other through contracts, not copies.

flowchart LR subgraph Platform["Insight platform (shared)"] ID["Sign-in & roster"] AG["Agent runtime"] DE["Decision record"] RS["Rules Studio"] AS["Copilot"] end PU["InsightPulse 360"] -- "company profile, leadership,
news, parent links" --> RU["InsightRollup"] XT["InsightXtract"] -- "documents read" --> RU DD["InsightDueDiligence"] -. "same diligence core" .- RU RU -- "acquired book" --> PL["InsightPlacement"] RU -- "policies to proof" --> PR["InsightProofing"] RU -- "clients' claims" --> AD["InsightAdvocate"] Platform --- RU

In: who the companies are

InsightPulse 360 is the company-intelligence product. InsightRollup asks it, through a subject-intelligence port, for the target agency's profile, leadership and news (the book intake agent's playbook items), for the agency market's context, and — for client matching — which company a client's website belongs to and who its parent is. Every answer is cited with Pulse's as-of date. Without Pulse configured, an illustrative stand-in answers and is labelled as such, as in every screen on this site.

The Clients zone: proposed client matches, illustrative — Clients: a match through InsightPulse's company graph (the acquirer serves the parent) and one by name similarity, each waiting for a person to confirm or reject.

InsightXtract is the suite's document reader. The data room's search items read document text — for example whether the producer agreements speak to non-solicitation and ownership of expirations — and Xtract is how scanned or complex documents become that text.

Shared: the diligence core

InsightDueDiligence and InsightRollup are built on the same domain-neutral diligence core: workspace, data room, playbook, cited findings, review and reports. InsightRollup adds the agency acquisition pack — its document categories, playbook, finding categories, agent roles, report templates and acquisition controls — and a book check kind whose engines read the book export.

Out: the book after close

Product	What it picks up from an acquisition
InsightPlacement	The renewal calendar — the policies renewing in the first 90 and 180 days after close — and the business to move from carriers the acquirer is not appointed with.
InsightProofing	The policies issued on business moved to new carriers, checked against binder and quote before they reach the client.
InsightAdvocate	The acquired clients' open claims, advocated by the acquirer's claims team.

These are the handoffs the suite is designed around; how much of each is automated depends on which products a broker runs.

sequenceDiagram participant RU as InsightRollup participant PU as InsightPulse 360 participant PL as InsightPlacement participant PR as InsightProofing RU->>PU: Company for client domain (as of date) PU-->>RU: Company and parent, cited Note over RU: Close recorded, plan adopted RU-->>PL: First renewals and carrier moves PL-->>PR: Policies issued on moved business