Corporate Development automates small insurance-book acquisitions end to end — a seller portal for staged intake and e-sign, a diligence engine that turns raw carrier statements into a scorecard and board-ready one-pager, and a packet builder that works out which carrier filings are needed and who has to send them. Deal data never touches a public URL without a scoped, tokenized link.
A staged intake walks each seller through document upload, then shows back the carrier appointments the pipeline already extracted for a simple approve-or-flag confirmation. E-sign on the transfer packet routes straight into escrow, gated behind a deal-team hold review before anything moves further.
Messy AMS exports and commission statements are normalized into a canonical schema, reconciled against the raw source, and scored against the retention, concentration, and overlap thresholds that matter for a book acquisition. Exceptions route to a human queue — nothing gets waved through on a "close enough" tie-out.
For every carrier in a book, the packet builder works out which document is needed, where it comes from, and who — buyer or seller — is required to file it, per carrier rule rather than a human guess. Unknown carriers are flagged for research and approval, never auto-filed on an unverified assumption.
Corporate Development is an internal platform at YourPolicy — every deal's outputs stay access-gated, and nothing files with a carrier without a human approving it first.