McDonough Insurance ServicesWorkers’ Comp & Risk Advisors
Command Center
Agentic Software by 
HelmConsulting.AI
McDonough Insurance ServicesWorkers’ Comp & Risk Advisors
Command Center
Agentic Software by HelmConsulting.AI
Mike sends the right intake: 90-second voice for quick capture, 3-minute voice for a fuller Scribe pass, or the tap-through sheet.
Helm structures the client answers and places the intake in Mike’s pipeline, ready to open as a pre-filled supplement worksheet.
Mike shops a preliminary number with an underwriter and reaches back out to the customer.
The credit questions that improve the submission, in plain language. Ask them live with the client, or send the tap-through sheet.
Generate the submission package: supplement plus ACORD set, ready for producer review, completion, signature, and carrier submission.
The customer’s spoken intake: quick capture or a fuller Scribe pass. Nothing typed.
Producer speaks a memo after a call, Helm turns it into a clean, structured AMS activity note.
Drop a policy, pre-fill and complete the carrier supplement, generate it signable, ready to send.
Clean scattered policy docs, schedules, faxes, and loss runs into an ACORD-ready source before generating forms.
The standard commercial application, filled from the client’s intake. What nobody has asked yet comes back as a short list for the client.
Document pipeline that turns the file into producer-ready renewal intelligence, what changed, what to watch.
Certificate-of-insurance gap detection, what’s missing, what’s expiring, what needs a fresh cert.
Normalized side-by-side carrier comparison, the numbers lined up so the producer can decide.
The carrier forms Mike works from, fill with the guided sheet, or grab the blank to send.
Client voice intakes as they come in, newest first, ready to open and quote.
640-field carrier supplement + Abuse & Molestation supplement. The customer never sees this, the guided sheet fills it behind the scenes.
Same engine, new field map. The contracting vertical, work mix, heights, subcontractors, safety program.
Secondary home-care market, same guided sheet. Fills the applicant overview from the policy; the producer completes AIU-specific questions.
The 25-question tap-through the client fills themselves, plain language, no carrier form. Lands in your pipeline like a voice intake. Send it from the intake console, or read it off with them.