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HABITATIONAL SPECIALTY MGA│Session —
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Danielle Ortiz, Ortiz & Lane Insurance Services
Hi team,

New habitational risk for your landlord program. Insured is Maple Row Apartments LLC, a 24-unit garden-style apartment complex at 4410 Kenway Blvd, Columbus, OH 43220 (Franklin County). Joisted masonry construction, built 1998, fully sprinklered, updated roofs 2019.

TIV is $4,200,000 (building + contents + 12 months loss of rents). Target premium around $38,000. No losses in the past five years — clean loss runs attached to the prior carrier's renewal.

Current carrier is non-renewing habitational statewide, so the insured needs terms in two weeks. Let me know if this fits appetite.

Thanks,
Danielle Ortiz
Ortiz & Lane Insurance Services
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0/5 stages
  1. 01
    Intake

    Normalize the email and attachment into one source record

  2. 02
    Extraction

    Pull structured risk fields with a versioned prompt

  3. 03
    Source grounding

    Re-check every field against the source text

  4. 04
    Appetite check

    Run the Member ruleset as discrete tool calls

  5. 05
    Referral writer
GuardrailsSCHEMAGROUNDINGREQUIRED FIELDSCONFIDENCE GATE
claude-sonnet-4-6
Appetite envelope
Landlord Property Package
Ruleset
TIV band$250K – $15M
Premium band$5K – $250K
Max units / location60
Required fields7
Licensed states · 30
ALARAZCOFLGAIAIDILINKSKYMIMNMOMSNCNMNVOHOKORPASCTNTXUTVAWAWI
Coastal restricted · 8
FL Miami-DadeFL BrowardFL MonroeFL Palm BeachTX HarrisTX GalvestonSC CharlestonNC New Hanover
Excluded construction
  • EIFS
  • unprotected wood frame over 3 stories
  • asbestos-containing construction
  • unreinforced masonry (pre-1950, unretrofitted)