Hours
Retyping schedules
Locations, vehicles and premiums copied by hand from PDFs into spreadsheets, renewal after renewal.
PILOT Now onboarding a few broker partners
Every client folder, organized in minutes.
Drop in a client's policies, schedules and loss runs. Quillon builds the portfolio, shows the premium picture and flags only what needs your judgment, with every number linked to the page it came from.
- Policies, premiums and expirations in one view
- Scanned schedules and loss runs read too, not just digital PDFs
- A cited renewal brief, ready to share
Gregg County, TXPublic renewal packet · 7 files read
Portfolio ready
Known premium · policies starting in 2018
$773,644.49
- Policies
- 14
- Locations
- 65
- Vehicles
- 222
- Claims
- 67
Workers' Compensation$267,862
Inland Marine + Property$123,958
Auto$117,414
Law Enforcement$82,334
Real output from a public county renewal packet. Your clients' data stays private.
One public county renewal packet, read end to end:
- Files
- 7
- Pages
- 33
- Policies
- 14
- Vehicles
- 222
- Claims
- 67
- Time
- 16 s
The renewal grind
Every renewal starts with a messy folder.
Dec pages, schedules of values, fleet lists, loss runs, some scanned sideways. Someone has to turn that into a picture you can trust before the real work starts.
Where?
Numbers without a source
When a client or carrier asks where a figure came from, the answer is buried in a 40-page packet.
Missed
Changes that slip through
A location added, a premium that moved, a limit that changed. Easy to miss when everything is in different files.
How it works
From a folder to a renewal brief, in three steps.
No templates and no data entry. Use the same files you already send to carriers.
-
01
Drop the folder
Policies, declarations, schedules of values, fleet lists and loss runs, as PDFs, spreadsheets or scans.
-
02
Quillon reads every page
It finds each policy, premium, location, vehicle and claim, and checks totals against the documents themselves.
-
03
Review what matters
Confirm the few items it flags, then share a renewal brief where every number cites its source.
What you get
The whole portfolio, and proof for every number.
Built for the account manager who has to stand behind the numbers in front of a client.
Every number has a source
Click any premium, limit or claim to see the file, the page and the exact line it came from. Nothing is a black box.
Auto premium$117,414
Exhibit C, schedule of insurance · page 2
117,414
The portfolio, organized
Policies with carriers, periods and premiums, plus locations, vehicles and claims, in one place. Scanned pages included.
The premium picture
Total premium, the mix by line and which policies drive it, at a glance.
Only what needs you
A short "to check" list: where documents disagree, totals don't add up or a scan was hard to read.
A renewal brief, cited
Premiums, expirations, exposures and loss history in a brief you can save as PDF, with sources.
Built to be trusted
You stay the professional. Quillon does the reading.
Insurance numbers have consequences. Quillon is designed so nothing goes into a client conversation unchecked.
Proposed until you review
Everything Quillon reads stays a proposal until you confirm it. It never binds, quotes or changes coverage.
Judgment stays yours
Quillon organizes the facts. Coverage advice and decisions remain with you, the licensed professional.
Private by default
Each workspace is separate, every upload is virus-scanned and originals are kept exactly as received.
Deleted on request
Pilot data is used only for your work and deleted when you ask. No advertising trackers on this site.
Who it's for
For the people who live in renewal folders.
Commercial brokers
Account managers and producers handling mid-market and complex accounts with many locations, vehicles and lines.
Family offices
Risk managers keeping one clear picture of homes, collections, vehicles and entities across carriers.
Public entities
Counties, cities and districts preparing renewals from schedules of values, fleet lists and loss runs.
Design-partner pilot
Try it on one client's renewal.
Send one client's renewal folder. Within 48 hours you get the organized portfolio and a cited renewal brief, and we sit with you for a short walkthrough.
Free for 60 days. In return we ask for honest feedback.
- Organized portfolio for one real client folder
- Renewal brief with every number cited
- The "to check" list, reviewed with you
- Data kept private and deleted on request
Questions
Good questions to ask.
What files can Quillon read?
PDFs (digital and scanned), Excel and CSV schedules, Word documents and email files. Quillon is strongest today on schedules of insurance, schedules of values, fleet lists and loss runs.
Does Quillon replace my judgment or my agency system?
No. It reads and organizes the documents and shows its sources. Coverage advice and decisions stay with you, and it does not bind, quote or change any policy.
How accurate is it?
On the public renewal packets we test against, loss runs and fleet lists read with 98–100% of checked values correct; heavily scanned property schedules are harder, at around 80% today. Anything uncertain is flagged for you instead of guessed, and the pilot is where we prove it on your files.
What happens to our clients' documents?
They stay in your private workspace, are virus-scanned on upload, and are deleted on request. Please only share documents you are authorized to share.
What does it cost after the pilot?
We'll agree a simple founding-partner price with pilot partners before the pilot ends. There is no obligation to continue.