Automation where it is safe. Broker approval where it matters.
Every action is logged. Every threshold is configurable. Brokers approve the decisions that carry real operational risk.
Four layers of control. Always on.
Broker in the loop
Routine actions execute automatically within configured thresholds. Anything above the threshold — a carrier rate outside margin, a customer escalation, an exception requiring judgement — routes to a broker with full context before anything happens.
- —Configurable confidence thresholds per workflow
- —Per-customer approval rules
- —Broker approval for high-value carrier selections
- —Customer-facing communications reviewed before send
Audit trail per decision
Every action captures the source data that triggered it, the recommendation made, who approved it or that it auto-executed, and the outcome measured afterward. Any decision can be replayed in full.
- —Source system and data snapshot
- —Recommended action and reasoning
- —Approver identity and timestamp
- —Outcome measured after execution
- —Full replay capability
Policy controls
Business rules, customer-specific constraints and approval thresholds are defined once and enforced across every agent workflow. Every action passes through policy before it executes or escalates.
- —Business rules per customer or lane
- —Customer-specific rate and margin constraints
- —Approval thresholds per action type
- —Escalation paths per agent
- —Compliance rule registry
Data boundaries
We are explicit about what systems are connected, what data is read, and what actions can be written back. Every pilot starts with a data boundary document. We do not overclaim certifications or compliance coverage that does not yet exist.
- —Explicit list of connected systems
- —Data read per system documented
- —Actions that can be written back
- —No data retained beyond operational need
FIELD LOG · ACTIVE LOAD · ALL ACTIONS LOGGEDEvery action follows the same control path.
Four roles. Action-level permissions for each.
- Active load status
- Spot quote pipeline
- Agent recommendations
- Carrier rates and options
- Carrier selections above rate threshold
- Quote submissions above margin floor
- Customer escalations
- Modify policy rules
- Change approval thresholds
- Access other reps' loads
- All active loads
- Agent activity log
- Document and POD status
- Exception queue
- Exception resolutions
- Appointment reschedules
- Customer status updates on active loads
- Modify policy rules
- Change approval thresholds
- Bypass audit trail
- All coordinator and rep data
- Agent performance metrics
- Full audit log
- Policy exceptions
- High-value customer escalations
- Exception resolutions above coordinator threshold
- Direct system writes
- Bypass audit trail
- All data
- Integration health
- Threshold and policy config
- Policy changes
- New system connections
- Threshold modifications
- Approve operational actions
- Bypass audit trail
We do not overclaim certifications.
We are direct about what certifications and compliance coverage exists at the time you ask. Every pilot starts with a data boundary document that spells out exactly what systems are connected, what data is read, and what actions can be written back. If something is not there yet, we say so.