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GIAEligibility & Pricing Intelligence

Your guidelines, applied as one eligibility decision.

GIA takes a risk and resolves it against your own underwriting guidelines, returning a carrier-specific eligibility and pricing decision, coverage group by coverage group, with an auditable trail behind every call.

The eligibility problem

The guidelines are clear. Applying them isn’t.

Underwriting guidelines live in PDFs, spreadsheets and the heads of senior underwriters. Applying them by hand means every submission gets a slightly different read, and no two desks agree on where eligibility ends. GIA turns those guidelines into one consistent, explainable decision.

Guidelines without a system
  • Guidelines scattered across documents that quietly go stale
  • Every underwriter draws the eligibility line a little differently
  • Coverage groups assessed separately, then reconciled by hand
  • No durable record of why a risk was accepted or declined
With GIA
  • Resolves the risk against your effective, configured guidelines
  • Returns an eligibility position for each coverage group, not one blunt verdict
  • Applies the same rules the same way on every submission
  • Explains each outcome with the rule and the evidence behind it
  • Links the decision to its LRO, GIA Lite and ARKUS context
Bella’s Trattoria, 512 Elm St — eligibility GIA
GL
EligibleRestaurant · within guidelines · standard terms
PROP
ReferCommercial cooking on-site · UW review required
WC
EligibleClass within guidelines · payroll in band
LIQ
IneligibleLiquor receipts over threshold · declined

Illustrative decision. One risk, resolved per coverage group, each with a reason, not just a flag.

Data insight → eligibility

Meet GIA: from discovery to decision.

GIA examines current and historical data, matches exposures to your underwriting guidelines with real-time adaptability, and returns an eligibility call with the reasoning attached.

  • Streamlines exposure eligibility based on insurer guidelines

  • Aligns current & historical data to appetite, rating and pricing

  • Adapts to unique and evolving risk factors with precision

  • Surfaces profitable opportunities and flags outliers

  • Integrates seamlessly with existing risk-assessment workflows

Sample submission · reviewed by GIA
Corner Café & GrillRestaurant · commercial cooking · NAICS 722511
Appetite matchRestaurant class sits in appetite for this program
In appetite
Rating factorsProtection class & exposure basis line up
Aligned
Pricing guardrailInside the program’s min-premium & deductible
Within
Loss-history outlierPrior claims need an underwriter’s eyes
Refer
GIA verdict

Eligible — bind-ready, with one referral. Full reasoning attached.

What GIA delivers

Your guidelines, applied automatically.

GIA is where classification, risk intelligence and occupancy come together into a decision. It reads a risk against your configured underwriting guidelines and returns a clear eligibility and pricing position — not a data dump, but an answer you can act on and explain. (Need only the fast in-or-out read? That’s GIA Lite.)

Your guidelines, encoded

Carrier-specific eligibility rules, coverage groups and eligibility hierarchy: your underwriting guidelines expressed as configuration, not tribal knowledge.

One connected decision

Pulls classification, risk signals, ARKUS answers and LRO occupancy into a single eligibility call — no swivel-chair between systems.

Defensible by design

Every outcome traces to the rule that fired and the evidence behind it: the documented trail your file, your regulator and your reinsurer expect.

The effective configuration

Base guidelines and carrier overrides, resolved into one.

Every carrier starts from a shared foundation of guidelines and then bends it to their own program. GIA merges the base ruleset and each carrier’s overrides into a single effective configuration — so what the engine evaluates is exactly the eligibility that carrier intends, with nothing left implicit.

How the effective view resolves
Base ruleset
R1
Restaurants — eligiblebase rule
R2
Commercial cooking — referbase rule
R3
Liquor — eligible to 30%receipts threshold
Carrier override
R1
— unchangedinherits base
R2
Cooking — eligible w/ suppressionoverride
R3
Liquor — cap at 25%tighter than base
Effective ruleset (what GIA evaluates)
Restaurants eligible · cooking eligible with suppression · liquor ≤ 25%base + override, merged and precedence-resolved
  • Base and overrides merged into one ruleset, with no hidden precedence
  • Every carrier sees exactly the eligibility guidelines they configured
  • Change a rule once; the effective view recomputes for you
  • The same effective config powers GIA Lite, so the quick appetite check and the full eligibility decision never disagree
Eligibility hierarchy

When rules conflict, precedence decides.

Real guidelines aren’t a flat list — a class rule, a coverage-group rule and a named exception can all touch the same risk. GIA resolves them in a defined order, so the eligibility outcome is deterministic and the reason is always the same one.

1

Class & operation

The resolved classification sets the starting eligibility position for the business.

2

Coverage-group rules

Each line (GL, property, WC and the rest) applies its own eligibility and pricing logic.

3

Overrides & exceptions

Carrier overrides and named exceptions take precedence and settle any conflict cleanly.

How GIA works

From a submission to a defensible eligibility decision.

1

Submit the risk

Send the business and its details. GIA classifies and enriches it automatically.

2

Resolve against guidelines

The risk is evaluated against your effective, configured guidelines, coverage group by coverage group.

3

Return eligibility + pricing

A clear eligibility position per line, each with the rule and evidence that produced it.

One connected record

GIA doesn’t work alone.

Every GIA decision is the hub of a connected underwriting record. The lighter and deeper tools around it feed the same configuration and link back to the same call.

GIA Lite

The instant appetite pre-check — the fast in / refer / out at the front door, running on the same effective config so intake and bind agree.

LRO

Shared-property occupancy that links straight back to its parent GIA submission as one connected view.

ARKUS

Real-time risk questions whose answers flow directly into the eligibility decision.

Explainable by design

Not one black-box answer: a chain you can replay.

GIA doesn’t fire a single prompt at a model. It decomposes the underwriting question into a chain of sub-questions, retrieves the most relevant passages from your own guideline knowledge base at each step, then reassembles them into a decision. The whole chain is captured — streamed live as the AI reasons, and replayable later as a genuine audit trail.

  • Your guidelines become a private knowledge base.

    Every page and row is parsed, embedded and indexed, scoped to one carrier and product, searchable by meaning, not keywords.

  • Teach it new rules in your own words.

    Underwriters add rule snippets as text, with a full activate / deactivate audit trail.

  • Agents own Products.

    Each assistant carries one or more product lines, each with its own knowledge base, so appetite answers stay product-specific.

  • Every step is retrieved, not guessed.

    Each sub-answer is grounded in the guideline passage that supports it.

Reasoning chain · replayable
1
Business activityWhat the company actually does
Resolved
2
Industry classification & class codesNAICS / SIC / WC
Matched
3
Risk factors → guideline languageRetrieved from your knowledge base
Grounded
4
Appetite verdict + reasonsAssembled from every sub-step
Decision
STREAMEDWatch it think in real time, or replay the trace at audit.
Built for scale

One deployment. Many carriers, lines and submission types.

GIA is multi-tenant to its core, so a single platform serves many carriers without their data or configuration ever mixing.

Multi-tenant by design

Every assistant, product and decision is isolated by client, so one deployment safely serves many carriers.

Workflow-aware

Standard single-submission underwriting or batch LRO tenant-occupancy, evaluating an entire building in one pass and aggregating to one property-level decision.

Submission-origin aware

Organic new business or a bulk book-roll migration, with a sensible default assistant so migrated business is never silently dropped.

Regionally scoped

Assistants scope to specific states or countries, so appetite reasoning reflects region-specific guidelines automatically.

Confidence it won’t drift

Self-improving, and self-testing.

Faster and cheaper over time

Reasoning sub-questions are cached and reused instead of recomputed (and re-billed) on every request. Self-tuning, with manual override always available.

Regression testing for AI decisions

Define expected-input / expected-output cases per product and re-run them whenever guidelines change — automated pass/fail, so an update never silently shifts appetite.

Never a hard failure

On a timeout or an unusable model response, GIA retries once, then returns a conservative structured REFERRAL: the underwriter always gets a usable answer, not an error.

Enterprise-grade data security

Your guidelines are sensitive. GIA treats them that way.

Deep document validation

Uploads are verified by content — not extension — and scanned for embedded scripts, macros and formula-injection before the AI ever sees them. Storage filenames are app-generated to block path-traversal and overwrite attacks.

Authenticated & role-based

Every request is authenticated, RBAC governs who can configure assistants and view sensitive data, and provider API keys are stored server-side — never exposed in full via the admin UI.

Transparent cost telemetry

Full token and cost accounting is captured per client, workflow and transaction, giving carriers auditable visibility into AI usage.

Why it matters

What underwriters and carriers actually get.

  • Faster triage of complex submissions that would otherwise mean reading guidelines and cross-referencing class codes by hand.

  • Explainable, defensible decisions: every verdict carries its reasoning trail, which matters for audit, E&O and regulatory review.

  • Guidelines stay in your own words — no translating the manual into a rigid rules engine; GIA reads the PDF/Excel you already have.

  • Confidence the AI won’t drift — regression testing means a guideline change produces the intended effect, and nothing else.

  • Higher submission volume handled with the same team.

One source of truth · two speeds
GIA
Deep AI reasoningFull explainable appetite decisions
Reason
Lite
GIA Lite registryInstant IN / OUT / REFERRAL lookups
Sync
IN SYNCAdd or change a product in GIA and it flows to GIA Lite automatically, so every downstream lookup stays consistent with your authoritative config.
Why it matters

Inconsistent eligibility calls are where good books quietly go sideways.

Per coverage group
Eligibility and pricing resolved line by line, not a single blunt verdict
Effective config
Base guidelines and carrier overrides merged into one deterministic ruleset
Fully explainable
Every decision traces to the rule that fired and the evidence behind it

See GIA decide a risk against your own guidelines.

Bring your underwriting guidelines. We’ll show them resolved into one effective configuration and applied as an eligibility decision, coverage group by coverage group.

Request a GIA demo