HELIX UNDERWRITER · CASUALTY RENEWAL PILOT v0.44 AGENTS ONLINE · 7 ACCOUNTS IN FLIGHT
Renewal book — Q3 2026

Casualty renewal queue

Multi-agent pipeline. Each renewal moves through Data Intake → Claims → M&A → Rules & Guidelines → Authority → T&C before bind.

In flight
7
Total proposed prem.
$25.26M
Flagged for action
5
Data Intake1
Claims Evaluation1
M&A / Class Code Review1
Rules & Guidelines1
Underwriting Authority1
Terms & Conditions1
Ready to Quote1
Agents on duty
🛰Data Intake Bot🛡Claims Sentinel Bot📈M&A Watcher Bot📕Rules & Guidelines Bot📝T&C Diff Bot
Apex Logistics Holdings, Inc.
Primary
ACT-2049-771·Logistics & Trucking
Marsh — Northeast Casualty · eff 2026-07-01
Stage
Underwriting Authority
Rules & Guidelines
Pipeline
78% complete
Proposed prem.
$5.91M
+22.6% YoY
2
CUO sign-off pending — class 7219 over $5M cap.
Brightline Manufacturing Co.
ACT-3041-118·Light Manufacturing
Aon — Midwest · eff 2026-06-15
Stage
Data Intake
Data Intake
Pipeline
18% complete
Proposed prem.
$2.14M
+4.1% YoY
Ingesting SOV, loss runs from broker portal.
Cascade Cold Storage LLC
ACT-2218-902·Refrigerated Warehousing
Lockton — Pacific · eff 2026-08-01
Stage
Claims Evaluation
Claims Sentinel
Pipeline
42% complete
Proposed prem.
$3.42M
+9.4% YoY
1
Talking to Axiom on 3 open WC claims; litigation risk modeling.
Northstar Energy Services
ACT-1880-553·Oilfield Services
WTW — Houston · eff 2026-07-15
Stage
M&A / Class Code Review
M&A Watcher
Pipeline
55% complete
Proposed prem.
$6.78M
+31.2% YoY
3
New class code 1322 added — checking R&G for nuclear exclusion bleed.
Harborline Marine Terminals
ACT-4720-330·Port Operations
McGriff — Southeast · eff 2026-09-01
Stage
Rules & Guidelines
Rules & Guidelines
Pipeline
62% complete
Proposed prem.
$4.22M
+7.8% YoY
1
USL&H endorsement requires referral to Marine product team.
Verdant Agro Holdings
ACT-5582-014·Agribusiness
Gallagher — Central · eff 2026-06-01
Stage
Terms & Conditions
T&C Diff
Pipeline
71% complete
Proposed prem.
$1.81M
-2.4% YoY
1
Drafting manuscript wording for chemical drift carve-back.
Meridian Tech Campus REIT
ACT-6601-223·Real Estate / Habitational
HUB International · eff 2026-05-30
Stage
Ready to Quote
All agents
Pipeline
100% complete
Proposed prem.
$980K
+1.2% YoY
Quote ready · awaiting underwriter bind.