3 workflow automations purpose-built on top of Bloomberg Terminal — no data leaves your system, no parallel tool for your team to learn.
AI tracks every renewal date in Datasite, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Bloomberg Terminal — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via Datasite, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running Bloomberg Terminal — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the closing package in Datasite, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running Bloomberg Terminal — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Bloomberg Terminal for any repetitive process. Tell us what you'd automate.
