Bartlet runs the endorsements, renewals, certificates, and coverage questions that fill your day, and brings each one back to you ready to approve.
The relationships are why you do this. The admin is what keeps you from it. Endorsements, renewals, certificates, and client questions pile up across email and a dozen carrier portals.
Policy changes that need the right form filled and filed, exactly, every time.
Reading terms, spotting what changed, and writing it up. One policy at a time, every cycle.
COI requests that land at the worst moment and pull you off whatever mattered more.
Coverage questions that need a clear answer, with the policy page to back it up.
The change is simple. You stop doing the casework by hand and start directing agents to do it, then reviewing what they bring back.
They read the documents, pull from carrier portals, and prepare each case.
Every outbound is held for your sign-off before it reaches a client or carrier.
Once you approve, the action is logged to the case, trail intact.
Your morning brief, every run in flight, and one place to point your agents at the next job.
This is the one thing we will not compromise. It is built into how Bartlet works, not a setting, and it covers every action that leaves your workspace.
Every external, irreversible action waits for your approval. There is no autopilot to enable.
Approved work is logged to the case with a full, auditable trail you can hand to anyone.
Isolated storage, encrypted in transit and at rest, and never used to train anyone's models.
I used to lose every morning to renewals. Now I read what the agent drafted, make a couple of edits, and approve. The work still has my judgment on it. It just takes a fraction of the time.
What sold me was the review step. Nothing goes out until I have seen it, so I get the speed without handing over control of my book. That distinction matters to me.
See Bartlet run a real case, from intake to the message that waits for your approval. Leave your email and we will set up a 30-minute walkthrough.