For specialty MGAs and underwriting teams that need to move from submission to bind faster. Document-first intake. Staged underwriting workflow. Configurable product rules. AI prepares the work. Humans make the decisions.
Designed for specialty insurance · MGAs · Reinsurance · Lloyd's syndicates · Program administrators
01 / Submission Workflow
Submissions can begin from messages and documents, not only forms. Every submission flows through a single, staged workspace. Intake, triage, analysis, quote, referral, and bind are explicit workflow steps. From the moment a broker email lands to the bound policy confirmation, your underwriters never leave the platform.
02 / Command Center
See pipeline premium, conversion rates, team capacity, and AI-prioritised alerts at a glance. The Command Center gives underwriting leaders visibility across every active submission, every open referral, and every pending bind.
03 / Document Intelligence
Upload a submission pack and watch AI extract structured data from SOVs, loss runs, applications, and endorsements. Three-pane document analysis with confidence scoring, field mapping, and direct integration with Context DMS.
04 / AI-Native Intelligence
Context Workbench is AI-native from the ground up. AI handles data entry, classification, routing, and document generation. It drafts risk briefs, flags exposures, benchmarks comparable risks, and prepares referral packages. Humans review, approve, and handle exceptions. Conversation over configuration, not dropdown cascades.
AI generates structured risk summaries from submission documents. Exposure analysis, COPE assessment, loss history: synthesised in seconds, not hours.
Automatically benchmark submissions against your bound book. Rate per million, loss ratios, and portfolio positioning, all surfaced before you price.
AI pre-screens every quote against the authority grid. Referral triggers are flagged before submission, with auto-generated referral briefs and decision packages.
Submissions are automatically scored for priority, checked against appetite rules, and routed to the right underwriter. No manual sorting.
AI surfaces rate adequacy signals, floor/ceiling guardrails from Product Studio, and multi-option quote generation. Override governance built in.
Describe workflows in natural language and AI generates structured rules, triggers, and configurations. Build underwriting logic without writing code.
Your submission data never leaves your security boundary. Context Workbench lets you connect your own language model: an Azure OpenAI deployment, a self-hosted model behind your firewall, or any API-compatible provider.
AI Model Configuration
Any OpenAI-compatible API supported
05 / Product Studio
Product Studio is where underwriting leadership defines how the business operates. Eligibility rules, coverage modules, pricing guardrails, authority grids, subjectivities, and document requirements. All versioned, audited, and enforced automatically.
Commercial Property: Appetite Rules
06 / Integrations & Agentic Access
Context Workbench integrates with your existing systems: rating engines, policy administration, document management, and broker platforms. Every capability available in the UI is available programmatically via REST API.
$ context-wb submissions list \
--status active --sort priority
34 submissions found
$ context-wb workspace open MRD-2026-001 \
--view risk-analysis
Opening workspace...
$ context-wb quote generate MRD-2026-001 \
--options 3 --apply-pricing-controls
Generating 3 quote options... done
✓ All options within authority limitscurl -X POST https://api.workbench.context.ai/v1/triage \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{
"submission_id": "MRD-2026-001",
"run_appetite_check": true,
"extract_documents": true,
"assign_priority": true
}'
# Response: 200 OK
# { "status": "triaged", "priority": "high",
# "appetite": "within_appetite" }{
"integrations": [
{
"name": "Rating Engine",
"type": "api",
"status": "connected",
"sync": "real-time"
},
{
"name": "Policy Admin System",
"type": "api",
"status": "connected",
"sync": "on-bind"
},
{
"name": "Context DMS",
"type": "native",
"status": "connected",
"sync": "real-time"
},
{
"name": "Broker Portal",
"type": "webhook",
"events": ["submission", "quote", "bind"]
}
]
}Connect your rating engine for real-time premium calculation. Multi-option quotes generated and validated against pricing controls automatically.
On bind, policy data syncs to your policy administration system. Binder documents generated, reference numbers assigned, handoff verified.
Native integration with Context DMS. Documents stored, classified, and searchable. AI extraction flows directly into the workspace with full audit trail.
07 / Cloud Flexibility & Governance
Context Workbench is designed for organisations that need cloud flexibility without giving up governance. Choose AWS, Azure, or Google Cloud. Apply customer-managed encryption. Keep data in the required region. Define retention policies.
Storage policy at rest
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Governance policy in action
Onboarding policy: Specialty insurer tenant
Storage: AWS S3, Azure Blob, or Google Cloud Storage
Region: Customer-selected residency boundary
Encryption: Customer-managed keys supported
Retention: Configurable per compliance requirements
Choose your cloud provider during onboarding. Align the platform with your existing cloud strategy and compliance requirements.
Your security team keeps control over encryption policy, key rotation, and access governance for all data at rest.
Keep data in the region your governance model requires. Residency controls designed to support GDPR and internal data handling rules.
Apply configurable retention rules for submissions, audit logs, and integration artefacts. Full compliance trail from submission to bind.
Beyond encryption, every layer of Context Workbench, from authentication to audit, is built for regulated insurance environments.
Compliance & Certifications
Certification programme in progress
Most underwriting platforms bolt AI on as an afterthought. Context Workbench replaces fragmented submission intake across inboxes, spreadsheet-driven underwriting coordination, and opaque rule configuration spread across admin tooling and tribal knowledge. One AI-native system where the product configuration is part of the product.
Pricing
Every deployment is scoped to your submission volume, product complexity, and governance requirements. Contact us for a tailored pricing walkthrough.
Best for smaller specialty teams launching a modern underwriting workbench
For growing MGAs and insurers scaling products and authority across teams
For multi-entity programmes with complex compliance and integration needs
Schedule a 30-minute walkthrough tailored to your underwriting operation and product lines.