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Insurance broker

Every tender triaged, priced and filed on time.

An insurance broker bids on public and commercial tenders. We built agents that triage each morning’s alerts, read the bid documents, price against past awards and prepare each filing for a person to confirm.

Clients are not named, and identifying details are withheld or changed to protect their confidentiality. Each case illustrates the work rather than giving an exact account of it.

BeforeWeeksto find who in the firm holds the certification a tender requires
The problem

What the old way cost them.

Tender alerts arrived every morning. Finding who in the firm held the certification a tender required could take weeks. Losses were reviewed one bid at a time.

Before and afterwith Celara
Before
  • Weeks to find a certification
  • Losses reviewed one bid at a time
  • Every morning brings new tender alerts
With Celara
  • Alerts triaged each morning
  • Bids priced against past awards
  • Each filing confirmed by a person
Every field shows its sourceInsurance broker
What we built

What the system does, outcome by outcome.

  • Each morning’s alerts are sorted into pursue, watch or skip, with a reason, on the bid team’s own criteria.
  • Bid documents are read for every requirement, and each one is checked against the firm with a page reference.
  • Observations are drafted when a tender’s rules are restrictive or inconsistent.
  • Each bid is priced inside a window drawn from past awards, with its win probability.
  • One credential map across business units shows who holds each certification.
  • Every award and loss feeds back, and loss patterns are reported across bids.
AI and people

Where AI works, where people decide.

Rules

Fit criteria, document checks and the dated submission plan are fixed rules.

Predictions

Win probability, the price window and the likely competitors are predictions drawn from past awards.

Generation

Agents read the bid documents, draft observations and write the loss report.

People decide

Leaders choose which tenders to pursue. A person confirms every filing before it goes to the public tender portal.

Governance

How it’s governed. Every step on record.

Celara is the governance layer. Each bid desk’s objectives are computed live from the platform’s events, and each one traces to the rule, the decision and the person behind it. Nothing is submitted until a person confirms it.

  • A confirmation gate holds every submission for a person.
  • Every auto-filled field shows where it came from.
  • Public and commercial desks each have their own objectives report.
What changes

What the system does every day.

  • Every alert gets a decision and a reason.
  • Bids are priced against past awards.
  • Each filing follows a dated plan and waits for a person.
  • Every loss feeds the next bid.