Inside the product
See what gets built.
Bound is the shared workspace where brokers and clients work through renewals together. Carrier quotes come in, the comparison builds itself, the decision happens in one place. What used to take three to six hours now takes fifteen minutes.
Every renewal in Bound is a workspace — not a document, not a thread, not a PDF in transit. The broker reviews the AI-built comparison, edits the recommendation, and publishes. The client opens the same workspace, asks questions inline, and picks an option. Every action is captured. The decision is made together.
You drop in carrier quotes, review the AI extraction, edit the draft recommendation, add internal notes, and decide what your client sees. Every cell is verifiable, every flag is dismissible, every word is yours before publish.
Your client opens an agency-branded workspace with the recommendation up top and the comparison laid out cleanly. They can hover any term for a plain-English definition, leave a comment, and pick an option — without an email chain, an Excel attachment, or a thirty-minute call.
Every commercial broker knows the rhythm. Carrier quotes start arriving sixty days before renewal — five PDFs from five carriers, each in a different format, none of them in your AMS. Your CSR retypes the numbers into Excel for three hours. A senior broker spends another hour writing the recommendation memo. Your agency formats it into a branded PDF. You email it. You wait. The client opens it on their phone, can't read the table, replies “let's hop on a call.”
By the time you bind coverage, the renewal has eaten a full day of senior labor. The client has touched the proposal twice. Half the carriers got commissions for quotes that were never seriously considered, because nobody had time to actually compare them.
It's 2026. Your largest accounts deserve better than email and Excel.
Any carrier. Any format. PDFs, scans, email attachments. Bound handles five-carrier renewals as easily as single-incumbent ones — ACORD applications, loss runs, binders, all of it.
Bound extracts every line item, normalizes across carriers, flags concentration risk, and drafts your recommendation. You review, edit, override anything you disagree with. Sixty seconds, not six hours.
One link. Agency-branded. Mobile-friendly. Your client opens the workspace, asks inline questions, picks an option. You watch the engagement live and bind when they approve.
All of them. Bound extracts directly from PDFs — no carrier API integration required. The system has been validated against quotes from Chubb, AIG, Travelers, Hartford, Liberty Mutual, Beazley, CFC, Tokio Marine HCC, RLI, Hudson, and others. New carrier formats are auto-learned within a few examples.
Documents are encrypted at rest and in transit. Client renewals stay in your agency's workspace — never used to train models, never shared with other agencies. SOC 2 Type I is in progress; security overview document available on request.
One day to set up your agency workspace, configure branding, and import your producer team. Your first renewal can run the same afternoon. Most agencies see meaningful time savings by their second or third renewal in the system.
Direct AMS sync is in development for the Enterprise plan, with Applied Epic shipping first. Today, Bound runs as a standalone web tool — many agencies use it alongside their AMS. Renewal data exports to CSV or PDF for AMS upload.
Every extracted field shows a confidence score. Anything below 0.85 is flagged for broker review with the source PDF page shown side-by-side. You can correct any field with one click. We optimize for “broker reviews and approves” — not “Bound auto-bounds blind.”
Yes. The shared workspace was designed mobile-first because that's where 40%+ of clients actually open it. The comparison reflows cleanly on a phone, the recommendation card stays prominent, and the approve flow is two taps.
See your next renewal in Bound. Fifteen minutes from upload to a client-ready workspace your client will actually want to open.