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Third Plane builds AI workforces for insurance.

Placement Desk takes on defined placement work across the systems and carrier channels your brokerage already uses.

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Placement Desk

Activity

Working
  1. 16:51Appetite assessed for Placeholder Café: 3 markets to approach
  2. 16:52Submission received by email: Sample Bakery LLC, BOP
  3. 16:52Quote received: Sample Indemnity
  4. 16:53Renewal detected in AMS: Placeholder Mfg, 90 days out
  5. 16:54Results returned to producer: 3 quotes, record attached
  • Completed by the desk
  • Returned to a person

Send the work to the Placement Desk. Your team gets the quotes back.

A dedicated placement function that takes new business and renewals from submission through returned quotes.

Pull account information from the submission, AMS and incoming email.

Flag gaps early and request what’s needed before they delay the market.

Check appointed markets against the account, your appetite knowledge and carrier guidelines.

Build a market plan around incumbents, alternatives and markets worth pursuing.

Work portals, APIs, MCP servers and underwriter email based on how each market operates.

Answer questions, chase open threads and complete supplemental forms.

Gather quotes, indications and declinations as markets respond.

Send the results and work record back to the producer’s inbox.

You can’t hire your way out of the bottleneck.

Accounts are being worked more often, across more markets, with more follow-up. The placement workload keeps growing faster than the people available to handle it.

Teams work the markets they have time to reach, even when there are more options available.

Portal entry, follow-up and carrier back-and-forth slow down the path from submission to terms.

Accounts get remarketed when someone has the capacity to work them, rather than when the business would benefit from it.

Producers and account teams spend time working placement instead of pursuing new business and serving clients.

Most AI gives your people another tool. Third Plane builds it into your organization.

Give someone an AI tool and they still own the work. Third Plane assigns defined work to an AI workforce and returns the finished outcome to your people for review.

The tool model

Employee, then AI tool, then Task

The employee operates the AI, reviews the output and still owns the work.

The Third Plane model

Defined work, then Placement Desk, then Completed result

The business assigns the work to Placement Desk. The Desk executes it across your systems and carrier channels, then returns the result to your team.

Common questions.