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The operating system for specialty insurance.

We help your team scale without losing depth or consistency. Lexcel’s agents take in every submission, build the file, and draft the work by your firm’s guidelines and precedent.

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Broker follow-upTollwick Robotics

JRJordan Reyes

Wendlecote sent a follow-up. Check it against the record, update the workbench and the submission overview, and flag what changes the rating basis.

Workspace agentTollwick Robotics

Ask Lexcel to search precedent, build a workbench, run a workflow…

Anthropic · AdvancedHighWorkflows

Tollwick Robotics

#214SubmissionsJul 18, 2026 · Email

OverviewDocumentsWorkflows

Fields4 verified

  • Named insured—Tollwick Robotics LLC
  • Broker—Wendlecote Brokerage
  • Line of business—Professional Liability
  • Limit requested—$5,000,000
  • Effective date—Aug 1, 2026
  • Annual revenue—$52,600,000

From the broker’s email to the quote,
Lexcel does the work. Your underwriters decide.

Intake and triage

Lexcel reads every email that reaches your submissions inbox and labels it, such as Submission, Request, or FYI. When a label calls for it, the agents email your team.

Explore intake
Intake·SubmissionsSharedMineAllFailedRejectedIn progressDone
Today4 Done1 In progress
  • New submission: Tollwick Robotics
    broker@wendlecote.com · 3 emailsSubmissionDone9:42 AM
    1. broker@wendlecote.com9:12 AM
    2. To underwriting@marrowdene.comSent9:14 AM
    3. broker@wendlecote.com9:42 AM
  • Vellowmere Analytics, cyber submission
    cyber@pellbrae.comSubmissionProcessing9:38 AM
  • RE: Ossendale Clinics, quote timing?
    mp@kinnowfield.com · 2 emailsRequestDone9:15 AM
  • Q4 excess capacity update
    markets@corrowby.comFYIDone8:51 AM
  • Automatic reply: out of office
    team@hollisfen.comAutomatedDone8:20 AM
Yesterday4 Done
  • Dornacre Logistics, excess renewal
    renewals@ravelwick.com · 2 emailsSubmissionDone5:48 PM
  • RE: Oakline Packaging, loss runs attached
    jt@ravelwick.comRequestDone3:02 PM
  • Selvenridge Biologics, new life sciences risk
    ls@kinnowfield.comSubmissionDone11:26 AM
  • Market update: cyber capacity
    markets@corrowby.comFYIDone9:05 AM

Track every risk

Each new submission becomes a record on one shared workbench, its fields filled from the submission materials. See who owns each risk, where it stands, and what it needs next.

Explore the workbench
WorkbenchSubmissions
Illustrative workbench: submissions on the desk with stage, verified fields, owner, and materials.
NameStage
Tollwick RoboticsQuoting
Vellowmere AnalyticsNew submission
Oakline PackagingUnderwriting
Ossendale ClinicsQuoting
Dornacre LogisticsBound
Selvenridge BiologicsNew submission
Prairie Grid EnergyUnderwriting
Wexholt DesignQuoting
Halvern MarineUnderwriting
Brightwater ClinicsNew submission

Apply your firm’s judgment

Lexcel runs your firm’s workflows on every risk, applying its guidelines and precedent to draft the submission overview and the indication. Each draft waits in the file for the underwriter’s review.

Explore workflows
HomeDocumentsWorkstreamsWorkflows
Draft IndicationPublishedHistoryExport

Drafts an indication from the submission materials by Marrowdene's underwriting guidelines and referral authority.

VisibilityMarrowdeneTriggerManualScopeWorkspace

Steps

1Read the submission
2Check the playbook
3Compare bound policies
4Draft the indication
Add step

Linked resources

Playbook2
  • pdfMarrowdene PL Underwriting Guidelines.pdfAppetite, limits, and retentions by class.
  • docReferral Authority.docxWhich risks go to a senior underwriter.
Knowledge base1
xlsxBound PL Policies 2021 to 2025.xlsx
docDraft Indication.docxjust now

Indication

Tollwick Robotics LLC · Professional Liability

Limit
$5,000,000 each claim and aggregateSupplemental p. 2
Retention
$50,000Underwriting Guidelines
Retroactive date
Aug 1, 2019Expiring Declarations
Exclusions
Contractual liability, as expiringEndorsement 4
Subjectivities
Copy of the hospital services contractCover Note

Learn from your firm’s work

Lexcel turns your firm’s policies, quotes, and claims into a decision framework of the exclusions, retentions, and referrals your underwriters apply. The workbench and every workflow work from it, and each approval keeps it current.

How the decision framework works
Your firm’s work
Bound policies
1,284
Quotes
3,912
Claims
611
Endorsements
2,050
  • pdfWexholt Design, PL Policy 2025.pdf
  • pdfHollis Regional, Endorsement 7.pdf
  • docOakline Packaging, Quote 2024.docx
  • pdfOssendale Clinics, Claim 21-0418.pdf
  • pdfBrayford Systems, PL Policy 2023.pdf
Decision framework
  • Exclusion

    Contractual liability excluded where the insured indemnifies its clients

    Drawn from 31 bound policies
  • Retention

    $100,000 minimum where hospital or clinical work is over 15% of revenue

    Drawn from 18 bound policies
  • Referral

    Limits above $10M go to a senior underwriter

    Drawn from 46 quotes
  • Prior acts

    Retroactive date held at the expiring policy’s

    Drawn from 112 bound policies

Used in

Workbench · SubmissionsDraft IndicationSubmission Overview

Sync with your systems

Each workbench record syncs to Salesforce as it changes, field by field, and each workflow delivers its documents to your SharePoint or Box folders, filed by risk and year.

Start without replacing your system of record
SubmissionsWorkbench template

Salesforce sync

Salesforce object

OpportunityOpportunityStandard

Fields to maplocked fields are always mapped

  • Opportunity NameName → record nameRecord name
  • StageStageName → stageRequired
  • Line of BusinessLine_of_Business__c → line_of_business
  • Limit RequestedLimit_Requested__c → limit_requested
  • Annual RevenueAnnual_Revenue__c → annual_revenue
  • Effective DateEffective_Date__c → effective_date
Draft IndicationPublished

Automatic delivery

A copy of each output after every run.

  • SharePoint

    Underwriting / Record name / Year

  • Box Enterprise

    Bound / Record reference

  • Email

    underwriting@marrowdene.com

Everything an underwriting desk needs,
and nothing to take on faith.

Builds dashboards that stay current with your book

Ask the agent for submissions by stage, line, or owner, and it charts them from your workbench records, updating as each one changes.

Builds and verifies your workbench

Lexcel fills each record from the submission materials, and independent verifier agents check every value against its source. A value that doesn’t hold up stays off the record, with the reason.

In-force coverageAAFilesExportTemplates
ABC
File NamesSortLimit and retentionQuestion DetailsExclusions of noteQuestion DetailsRetroactive dateQuestion DetailsAdd New Column
1Expiring PL Policy.pdfPL Declarations.pdfEndorsement 4.pdf

$3,000,000 each claim and aggregate; $50,000 retention.

Bodily injury excluded. Endorsement 4 adds a contractual liability exclusion.

Reasoning

Aug 1, 2019.

2Cyber Policy.pdfCyber Declarations.pdf

$1,000,000 aggregate; $25,000 retention.

War and infrastructure failure; bodily injury.

Full prior acts.

3GL Policy.pdfAdditional Insured Endorsement.pdf

$1,000,000 each occurrence; $2,000,000 aggregate.

Professional services excluded.

Occurrence form; none applies.

4Umbrella Policy.pdfSchedule of Underlying.pdf

$5,000,000 over the GL and auto policies.

Professional liability excluded.

Follows the underlying policies.

Add Files

Organizes and reviews files at scale

Add any set of documents and ask your questions in plain words. Lexcel works through every document at once and returns formatted, cited answers, ready to export.

HomeDocumentsWorkstreamsWorkflows
WorkstreamsUnderwriting review5/8 doneTemplates

Exposure3 tasks

  • Hospital and clinical work share5m ago
  • Revenue by service line3m ago
  • Contracts with indemnity terms1m ago
Add task

Loss history3 tasks

  • Claims in the last five years1m ago
  • Open reserves and defense costsjust now
  • Severity against the requested limitRunning
Add task

Coverage2 tasks

  • Expiring terms against the requestRunning
  • Retroactive date and prior actsQueued
Add task

Reviews each risk in a structured, repeatable workstream

Build any review or process as a template of tasks, then run it on any risk. Lexcel works the tasks in parallel, citing each answer to its sources, and the team sees what’s done.

Applies the best model for the task at hand

Set the provider, tier, and reasoning effort for each workflow and scheduled task, and Lexcel runs each one on the model that suits it.

Configures intake to your rules

Each inbox sets who may send to it, which agent and workflow take its mail, which labels the agents apply, and when the agents email your team.

Start with one process.
We’ll run it on Lexcel with you.

Bring a line of business or a review your team wants to move faster, and we’ll walk through it on the workbench, from the broker’s email to your systems.

See Lexcel in actionContact sales