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Atlas Underwriting Partners

🤝Client· AI underwriting transformation engagement underway

Specialty insurance — program administrator / MGA

Next action: Send Phase 1 readout deck draft to James before steering committeelast touch 2026-07-16
✎ Update status / next action

Business Context

What this company cares about and where we fit

  • What they do: Multi-line program administrator (E&S property, inland marine, specialty casualty) writing on three carrier partners' paper.
  • Priorities: Cutting submission-to-quote time; carrier partners pressing for better data quality in bordereaux.
  • Where Siryous helps: Leading the AI underwriting transformation — triage model pilot, workflow redesign, vendor selection.
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Relationship Intelligence

Our footprint inside the org

  • Origin: Introduced by Tom Okafor (Northgate) during their 2025 platform diligence.
  • Key people: James Park (COO, exec sponsor), Grace Kimura runs the pilot program day-to-day.
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Engagement Strategy

  • Next milestone: Phase 1 readout at the end of the month — triage model precision numbers.
  • Expansion angle: Claims intake automation is the natural Phase 2.
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Notes

  • Monthly steering committee, second Tuesday.
  • Invoices net-30 via Northgate portfolio ops.
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Interaction Log

＋ Log interaction

Logging also bumps “last touch” if this is the newest interaction.

  1. 2026-07-16— Zoom(w/ James Park)

    Steering-committee pre-read review with James. Triage model hitting 84% precision on the holdout set — he wants the readout framed as underwriter hours returned, not model metrics. CFO will attend the readout. Next: send deck draft by Friday.

  2. 2026-07-15— Zoom(w/ Grace Kimura)

    Weekly working session with Grace. Pilot cohort expanded to the inland-marine desk; two underwriters pushing back on the routing rules — she'll run a feedback session Thursday. > "If the seniors adopt it, everyone adopts it." Next: draft talking points for her feedback session.

  3. 2026-07-09— Email(w/ James Park)

    James confirmed Phase 1 readout date and asked for a one-slide summary his CFO can reuse in the board pack. Agreed to include anonymized benchmarks. Next: benchmark slide into the deck.

  4. 2026-07-08— Zoom(w/ Grace Kimura)

    Working session: cleaned up the exception queue taxonomy; agreed the pilot metric is submissions-per-underwriter-day, not raw model accuracy. Next: Grace ships the updated dashboard to the team.

  5. 2026-07-02— Call(w/ James Park)

    Quick call on the underwriter attrition worry — competing MGA poached two seniors. James wants the transformation narrative to be explicitly pro-underwriter. Reframed pilot comms accordingly.