Abstract: A system and method that performs a similarity calculation to identify insurance accounts having similar characteristics. The similarity calculation may be based on an existing insurance account or a synthetic insurance account that has user defined characteristics. The system and method may store account information for a plurality of insurance accounts that is normalized to a coordinate system. Parameters of a similarity account are identified and a similarity calculation is performed to identify a subset of the plurality of insurance accounts that match the similarity account. The similarity calculation includes calculating a distance between the similarity account and each of the plurality of insurance accounts and determining the subset of the plurality of insurance accounts that satisfy a predetermined similarity threshold based on the distance.

Abstract: Described is a system having a system server and a user device. The system server as part of the system and individually stores a database of insurance related information for each of a plurality of entities and further includes tool algorithms that perform analysis of the insurance related information to generate insurance related analytical information for each of the entities. The user device as part of the system and individually executes a tool application that includes a plurality of display screens, wherein to display each display screen the user device sends a selection of a subset of the insurance related information and insurance related analytical information corresponding to each display screen to the system server and receives the corresponding subset of the insurance related information and insurance related analytical information from the system server and displays the corresponding display screen via the tool application.

Abstract: A system and method related to comparing information during a process for issuing insurance policies. The system has a database that stores a formatted submission for an insurance policy, the formatted submission comprising a plurality of insurance policy clauses and attribute information for an entity that desires to purchase the insurance policy, a user interface that receives information from an insurance company related to the formatted submission and a processor that compares the information received from the insurance company to the formatted submission and outputs comparison data based on the information and the formatted submission.

Abstract: Systems and methods for providing insurance companies with historical data indicating their placement results versus peer insurance companies with a broker and proactively identify upcoming policy opportunities from a broker.

Abstract: Systems and methods for providing insurance companies with historical data indicating their placement results versus peer insurance companies with a broker and proactively identify upcoming policy opportunities from a broker.