Review reports 85% faster
Insurance Risk Assessment Agent
Underwrite risk with higher certainty
Hand off manual reviews of loss-control and engineering reports to a purpose-built AI agent. It interprets property surveys, extracts COPE details, distills risk recommendations, and scores hazards against your underwriting criteria.
Ideal for
Risk & Compliance
Play video
See AI 10-K Disclosure Analysis Agent in action
Time comparison
Traditional way
1-3 hours per report
With ASSIST AI agents
5-10 minutes
Average time saved
90%
Why Assist AI
Recommendation Intelligence
Reviews long risk engineering and loss-control reports to identify, extract, and organize every engineer recommendation by urgency (critical, high, moderate).
COPE Attribute Standardization
Captures and normalizes COPE details—Construction, Occupancy, Protection, and Exposure—so underwriting files stay complete and consistent.
Loss Metrics & Scenario Mapping
Extracts loss figures such as PML and MFL, along with the supporting scenarios described by the risk engineer.
Underwriting-Aligned Risk Scoring
Applies your underwriting guidelines and risk appetite to score hazards using your internal rules, ensuring consistent decisioning across the team.
Portfolio Risk Consolidation
Analyzes reports across the portfolio to surface concentrations—such as repeated, unresolved fire-protection recommendations across multiple locations.
Underwriting-Ready Summary Output
Delivers a clean, structured brief for the underwriting file, highlighting key findings and recommendations with clear references back to the source report.
Interprets technical reports from the field.
To clarify risk at a glance.
Get started
Import your files
Import your files from whereever
they are currently stored
10-K Filings
Insurance Slips
Loss Run Reports
Certificates of Insurance (COI)
Underwriting Submissions
Reinsurance Agreements
All types of Insurance documents supported
Applicable Exclusions
Relevant Policy Definitions
Policy Limits & Sub-limits
Deductible / SIR Amount
Impact of Endorsements
Management Outlook &
Commentary
Once imported our system
extracts and organises the
essentials
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accelerate your insurance workflows
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AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
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AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data,
finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct
rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching
transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Next steps
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show you
how the AI agent can analyze its latest filing
and deliver a summary of key changes and
insights instantly.
Get custom demo
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
Analyze filings 95% faster
AI 10-K Disclosure
Analysis Agent
Find the story behind
the numbers
Delegate your SEC filing review to a specialized AI
agent. It reads entire 10-Ks and 10-Qs to
automatically compare risk factors, summarize
management's discussion, and extract critical
disclosures, delivering key insights in minutes.
Book a demo
Ideal for
Investment Analysts
Quarterly 10-Q Review
Acme Corp just filed their 10-Q.
Can you compare it to last
quarter's filing and summarize
any new or modified risk factors?
I also need a summary of the
MD&A section, focusing on any
commentary about supply chain
issues.
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
1-3 hours per report
With V7 Go agents
5-10 minutes
Average time saved
90%
Why Assist AI
Recommendation Intelligence
Reviews long risk engineering and loss-control
reports to identify, extract, and organize every
engineer recommendation by urgency (critical,
high, moderate).
COPE Attribute Standardization
Captures and normalizes COPE details—
Construction, Occupancy, Protection, and
Exposure—so underwriting files stay
complete and consistent.
Loss Metrics & Scenario Mapping
Extracts loss figures such as PML and MFL,
along with the supporting scenarios
described by the risk engineer.
Underwriting-Aligned Risk Scoring
Applies your underwriting guidelines and
risk appetite to score hazards using your
internal rules, ensuring consistent
decisioning across the team.
Portfolio Risk Consolidation
Analyzes reports across the portfolio to
surface concentrations—such as repeated,
unresolved fire-protection recommendations
across multiple locations.
Underwriting-Ready Summary
Output
Delivers a clean, structured brief for the
underwriting file, highlighting key findings
and recommendations with clear references
back to the source report.
Interprets technical reports from the field.
To clarify risk at a
glance.
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are
currently stored
10-K Filings
10-Q Filings
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents supported
Once imported our system extracts and
organises the essentials
More agents
Explore more agents to help you
accelerate your insurance workflows
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding
comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions
and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show
you how the AI agent can analyze its latest
filing and deliver a summary of key changes
and insights instantly.
