Companies
9 companies
ⓘCompanies mirror peopleexpand
Companies get the same treatment as people: a status pipeline, editable markdown sections (Business Context, Relationship Intelligence, Engagement Strategy), a snapshot (industry, size, HQ, revenue/stage), and a roll-up of everyone you know there. A company profile also aggregates interactions logged on its people, so the account view stays complete without double entry. Open Atlas Underwriting Partners for the fullest demo example.
- Meridian Specialty Group🔥ActiveSpecialty insurance — E&S programsSarah LindqvistNext: Follow up on retainer proposal — Sarah owes redlines
- Northgate Capital🔥ActivePrivate equity — insurance servicesTom Okafor · Omar HaddadNext: Draft the advisory arrangement term sheet for Tom
- Atlas Underwriting Partners🤝ClientSpecialty insurance — program administrator / MGAJames Park · Grace KimuraNext: Send Phase 1 readout deck draft to James before steering committee
- Brightline AI🔍ExploringInsurtech — AI claims automationMaya Chen · Anna SokolovaNext: Waiting on Maya's board meeting outcome before sending SOW
- Cascadia Re🔍ExploringReinsurance brokingPriya NairNext: Send Priya the feasibility sprint one-pager
- Lumen Programs🌱NewInsurtech — cyber MGADavid RosenNext: Decide: propose 2-day/month operating advisor scope or pass
- Quill Analytics🌱NewInsurtech — underwriting data platformLisa TranNext: Do the product deep-dive call before deciding on advisory seat
- Stonebridge Insurance Holdings⏸️On holdP&C carrier — regionalElena VasquezNext: Check in with Elena mid-September before Q4 planning
- Harborview Risk Advisors😴DormantRisk consultingMark Sullivan
| Company | Industry | Status | Contacts | Next action |
|---|---|---|---|---|
| Meridian Specialty Group | Specialty insurance — E&S programs | 🔥Active | Sarah Lindqvist | Follow up on retainer proposal — Sarah owes redlines |
| Northgate Capital | Private equity — insurance services | 🔥Active | Tom Okafor · Omar Haddad | Draft the advisory arrangement term sheet for Tom |
| Atlas Underwriting Partners | Specialty insurance — program administrator / MGA | 🤝Client | James Park · Grace Kimura | Send Phase 1 readout deck draft to James before steering committee |
| Brightline AI | Insurtech — AI claims automation | 🔍Exploring | Maya Chen · Anna Sokolova | Waiting on Maya's board meeting outcome before sending SOW |
| Cascadia Re | Reinsurance broking | 🔍Exploring | Priya Nair | Send Priya the feasibility sprint one-pager |
| Lumen Programs | Insurtech — cyber MGA | 🌱New | David Rosen | Decide: propose 2-day/month operating advisor scope or pass |
| Quill Analytics | Insurtech — underwriting data platform | 🌱New | Lisa Tran | Do the product deep-dive call before deciding on advisory seat |
| Stonebridge Insurance Holdings | P&C carrier — regional | ⏸️On hold | Elena Vasquez | Check in with Elena mid-September before Q4 planning |
| Harborview Risk Advisors | Risk consulting | 😴Dormant | Mark Sullivan | — |