# Deal Sourcing & Screening for Insurance Brokers

> AI pre-screens deals against the fund's thesis in Applied Epic, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

- **Role:** [Insurance Broker](https://calish.com/workflows/for/insurance-broker/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Commercial P&C Insurance](https://calish.com/workflows/specialty/commercial-pandc-insurance/)
- **Action:** Deal Sourcing & Screening
- **Canonical URL:** https://calish.com/workflows/deal-sourcing-and-screening-for-insurance-broker/

## The Problem

Commercial P&C Insurance associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build

AI pre-screens deals against the fund's thesis in Applied Epic, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Tools & Integrations

- Applied Epic
- AMS360
- HawkSoft
- EZLynx
- Slack

## How It Works

1. **Discovery call.** We map your current deal sourcing & screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Applied Epic](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-applied-epic/) — Deal Sourcing & Screening built natively in Applied Epic
- [AMS360](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-ams360/) — Deal Sourcing & Screening built natively in AMS360
- [HawkSoft](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-hawksoft/) — Deal Sourcing & Screening built natively in HawkSoft
- [EZLynx](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-ezlynx/) — Deal Sourcing & Screening built natively in EZLynx

## Related Workflows

- [Loan File Assembly for Insurance Brokers](https://calish.com/workflows/loan-file-assembly-for-insurance-broker/)
- [Conditional Approval Response for Insurance Brokers](https://calish.com/workflows/conditional-approval-response-for-insurance-broker/)
- [Policy Renewal Outreach for Insurance Brokers](https://calish.com/workflows/policy-renewal-outreach-for-insurance-broker/)
- [Commercial Quote Preparation for Insurance Brokers](https://calish.com/workflows/commercial-quote-preparation-for-insurance-broker/)
- [Closing & Title Package Prep for Insurance Brokers](https://calish.com/workflows/closing-and-title-package-prep-for-insurance-broker/)
- [KYC/AML Review for Insurance Brokers](https://calish.com/workflows/kyc-aml-review-for-insurance-broker/)

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