Trusted by commercial lines leaders

Quote Complex Policies 5x Faster with Private AI Analysis

Instantly analyze coverage options, identify gaps, and generate comprehensive proposals. Client data never enters public AI systems.

Go live in 3–5 days, installed in your cloud.
Why Insurance Brokers teams choose Lockdale

Built around the realities of your operations

Each deployment is tuned to your workflows, systems, and compliance guardrails—so teams adopt it on day one.

Coverage comparisons in minutes

Stack policies, exclusions, and premiums side-by-side while keeping client risk profiles sealed inside your tenant.

Risk narratives clients understand

Translate underwriting notes into executive-ready summaries and renewal rationales with citations.

E&O risk dramatically reduced

Automated gap analysis and documentation ensure every recommendation meets duty-of-care standards.

Measured impact

Outcomes insurance brokers teams see in the first 90 days

Numbers are based on anonymized averages across recent deployments.

85% faster

Policy analysis cycles

From intake to recommendation with customizable coverage checklists.

40% higher

Win rates on key accounts

Carrier comparisons and risk briefings delivered the same day as the request.

0 data leakage

Across deployments

Client exposures never touch consumer AI tools or shared infrastructure.

Challenges we remove

The roadblocks holding insurance brokers teams back

Lockdale is designed to sit inside your environment so every bottleneck is addressed without adding compliance risk.

  • Taking days to analyze and compare complex commercial policies
  • Missing coverage gaps that lead to E&O claims
  • Losing deals to direct carriers with faster quoting engines
  • Manually creating repetitive renewal proposals
  • Exposing sensitive client risk data through public AI tools
Workflows we stand up first

How insurance brokers teams use Lockdale day-to-day

We tailor automations and copilots to your documents, terminology, and approval flows so adoption sticks.

Policy Comparison Matrix Generation

Upload multiple quotes and get instant side-by-side comparisons of coverage, exclusions, and pricing with gap analysis.

Risk Assessment Automation

AI analyzes client applications and loss history to identify risk factors and suggest appropriate coverage enhancements.

Renewal Proposal Creation

Generates comprehensive renewal proposals with market analysis, coverage recommendations, and pricing justifications in minutes.

Claims Coverage Analysis

Quickly determine if a potential claim is covered by analyzing policy language against loss scenarios before incidents occur.

Deployment blueprint

What the first month with Lockdale looks like for insurance brokers teams

A proven rollout motion that respects your security controls and change-management requirements.

1

Brokerage data mapping

Identify AMS, CRM, and document sources plus redaction policies before automation begins.

2

Secure integration rollout

Deploy connectors with role-based access per practice group and E&O constraints.

3

Producer enablement

Pilot with new business and renewal teams, capture feedback, and expand with training resources.

Compliance & Controls

Designed to pass security reviews on the first try

Insurance brokers handle extremely sensitive data about clients' assets, liabilities, and risk exposures. This information in competitors' hands could be devastating. Our private AI keeps this data completely isolated.

Client Result

What used to take our team 8 hours now takes 90 minutes. We can respond to RFPs same-day instead of next-week. Our win rate increased 40% simply because we're faster and more thorough.

Michael Torres, Commercial Lines Manager

This brokerage increased premium volume by $2.5M annually with the same size team by accelerating quote turnaround.

Elevate every renewal and RFP

Book a demo to see how Lockdale delivers gap analysis, proposal automation, and compliance-ready documentation inside your brokerage.

Book a Demo

We’ll tailor the session to your workloads, compliance needs, and success metrics.