§ MODULES · LIBRARY

Eighteen modules. Five groups. One assembled platform.

The Growthmill module library is what we keep wishing we had on the last engagement, brought to the next one. Each module ships in production today, behind real submissions, real bind paths, real regulators. Pick the subset your roadmap needs - we assemble, extend, and hand you the source.

MODULES
19
Shipped, production-tested
GROUPS
5
Logical layers of the stack
CARRIERS
40+
API and document connectors
SOC 2
Type II
Continuous monitoring, audited
JUMP TO GROUP
§ 01 / 05 · PLATFORM

Platform

Identity, organization, and intelligence. The substrate every other module depends on.

AUTH
01

Auth & OKTA

Enterprise-grade identity wired in on day one. OKTA, Microsoft Entra, Auth0 or any SAML/OIDC provider. SCIM provisioning, role-based access control, session timeout policy, and audit-trail of every authentication event.

  • ·SSO via SAML 2.0 and OIDC
  • ·SCIM 2.0 user provisioning
  • ·Role-based access control (RBAC)
  • ·Configurable session and idle policies
  • ·MFA enforcement per role
ORGANIZATION
02

Org Hierarchy

Multi-level distribution hierarchy modeled the way insurance actually works. Producers under agencies under wholesalers; branches under regions. Permissions and books inherit down the tree, with overrides where the org chart demands them.

  • ·Unlimited hierarchy depth
  • ·Inherited permissions with overrides
  • ·Branch and region modeling
  • ·Producer-of-record assignment
  • ·Commission split rules per node
AI
03

AI Assistant

An LLM-backed copilot for underwriters and producers. Triages incoming submissions, drafts coverage summaries, looks up state taxes and stamping fees, and explains rate changes - all with citations and a full audit trail of every prompt and response.

  • ·Submission triage and classification
  • ·Coverage summary drafting
  • ·State tax and stamping lookups
  • ·Audit-trailed prompts and outputs
  • ·Pluggable model providers
§ 02 / 05 · QUOTE & BIND

Quote & Bind

Rate, calculate, compare. The decision engine for new business and renewals.

RATE
01

Rating Engine

A rating engine designed for actuaries, not engineers. Bureau rate loaders, factor stacks, territory and class lookups, and versioned releases so you can roll back a change in seconds. Sub-second quote calculation across millions of rows of rate tables.

  • ·Bureau rate table loaders (ISO, NCCI, AAIS)
  • ·Factor stack composition
  • ·Territory and class lookups
  • ·Versioned rate releases with rollback
  • ·Sub-second quote calculation
CALCULATE
02

Surplus Lines

Surplus lines done right. Per-state tax calculation, stamping office fees, multi-state allocation, diligent search workflows, and SLIP/affidavit generation. Updated as state regulations change so your team stays compliant without watching the Federal Register.

  • ·All 50-state tax calculation
  • ·Stamping office fee handling
  • ·Multi-state premium allocation
  • ·Diligent search workflows
  • ·Automated SLIP / affidavit generation
COMPARE
03

Quote Comparison

Compare quotes from every quoting carrier on a single page. Coverages normalized across carriers, premium and fees broken out, deductibles and limits diffed visually. Brokers stop flipping between dec pages and start advising clients.

  • ·Side-by-side carrier comparison
  • ·Coverage normalization across forms
  • ·Premium and fee breakdown
  • ·Limit and deductible diffing
  • ·Selection memo generation
§ 03 / 05 · CARRIERS

Carriers

Submission intake from anywhere - APIs, inboxes, ACORD PDFs, or hand-keyed entry.

CARRIERS
01

API Carrier Integrations

Forty-plus production carrier connectors covering admitted and E&S markets. ACORD-aware payloads where available, REST APIs where carriers offer them, and a scrape-as-fallback layer for the long tail. New connectors typically ship in days, not quarters.

  • ·ACORD AL3 / XML payload mapping
  • ·REST API connectors
  • ·Scrape-as-fallback for legacy portals
  • ·Auto-retry and dead-letter queues
  • ·Per-carrier credential vault
MAIL
02

Email Ingest

Most submissions still arrive by email. We turn the inbox into a structured intake pipeline - threading replies, parsing attachments, and routing to the right underwriter automatically. Follow-ups are templated and scheduled.

  • ·Per-team submission inboxes
  • ·Thread tracking and reply parsing
  • ·Attachment auto-extraction
  • ·Underwriter routing rules
  • ·Scheduled follow-up sequences
MANUAL
03

Manual Entry

When the submission needs to be hand-keyed, the form gives you guardrails. Field-level validation, autosave, conditional logic, and live deduplication against API and email feeds so you don't quote the same risk twice.

  • ·Conditional field logic
  • ·Field-level validation
  • ·Autosave and resume
  • ·Cross-channel deduplication
  • ·Saved templates per program
DOCS
04

Document Parsing

Ingest ACORD applications, dec pages, schedules of values, loss runs and supplementals. Field-level confidence scoring tells underwriters which extracted values to trust and which to verify. The model retrains on your corrections.

  • ·ACORD form extraction
  • ·Dec page and schedule parsing
  • ·Loss-run normalization
  • ·Field-level confidence scores
  • ·Active-learning from corrections
§ 04 / 05 · OUTPUT

Output

Branded proposals across PDF, PPTX and DOCX, plus tracked email delivery.

CUSTOM
01

Proposal Configurator

One configurator drives PDF, PPTX and DOCX output. Templates per program or producer, brand kits per agency, editable sections, and conditional content based on quote data. Stop maintaining four versions of the same proposal.

  • ·Per-program and per-agency templates
  • ·Brand kit overrides
  • ·Editable content sections
  • ·Conditional sections based on quote data
  • ·One configurator → all output formats
PDF
02

PDF Proposals

Pixel-perfect branded PDFs, generated from quote data and the proposal configurator. E-sign ready, with embedded fonts and accessibility tags so the file is searchable and screen-reader friendly.

  • ·Pixel-perfect brand fidelity
  • ·Embedded fonts and accessibility tags
  • ·E-sign integration
  • ·Per-recipient personalization
  • ·Versioned proposal archive
PPTX
03

PPTX Proposals

Editable PowerPoint decks for broker presentations. Same configurator, same brand kit, same data - just a different surface. Recipients can edit slides without breaking the underlying model or losing brand fidelity.

  • ·Native .pptx output (not exported PDF)
  • ·Editable slides and text
  • ·Brand-kit theme application
  • ·Charts driven by quote data
  • ·Versioned deck archive
DOCX
04

DOCX Proposals

Editable Word documents for clients and counterparts who want to redline. Configurator-driven templates with full brand customization, track changes friendly, and the same versioning the rest of the proposal pipeline uses.

  • ·Native .docx output
  • ·Track-changes friendly structure
  • ·Brand-kit styles
  • ·Section-level conditional content
  • ·Versioned document archive
SEND
05

Email Delivery

Send proposals straight from the platform - no copy-paste into Outlook. Open and click tracking, threaded reply capture, multi-recipient routing, and a delivery log that ties back to the quote and the producer.

  • ·Send from custom domains
  • ·Open and click tracking
  • ·Threaded reply capture
  • ·Multi-recipient routing
  • ·Delivery log per quote
§ 05 / 05 · PORTALS

Portals

White-labeled experiences for insureds, retail agents and agency partners.

INSR
01

Insured Portal

A white-labeled portal for the insured. Document vault, certificate of insurance generation, claims status, payments, and renewal questionnaires. Cuts inbound calls and lets producers focus on new business.

  • ·Document vault and policy archive
  • ·On-demand certificates of insurance
  • ·Claims status and FNOL
  • ·Payment and ACH wallet
  • ·Renewal questionnaires
AGNT
02

Retail Agent Portal

The producer workspace. Quote, bind, endorse, audit. Pipeline and commission visibility, document templates, e-sign, and a notification center that surfaces what needs the agent's attention right now.

  • ·Quote, bind and endorse workflows
  • ·Pipeline and commission dashboards
  • ·Document and e-sign integration
  • ·Notification center
  • ·Mobile-first responsive UI
AGCY
03

Agency Portal

A control plane for the agency. Manage sub-producers, books of business, hierarchy, branding, payouts and reports. White-labeled so it fits the agency's existing brand without any of your fingerprints showing through.

  • ·Sub-producer management
  • ·Book of business reporting
  • ·Hierarchy and permission editor
  • ·White-label branding
  • ·Commission and payout exports
PAY
04

Payment Portal

Premium collection done by people who do Stripe full-time. Card, ACH and financed payment plans, automated dunning, refunds tied to endorsements, and reconciliation against the policy ledger. As a Stripe Services Implementation Specialized Partner, we wire up Billing, Connect and Tax to match how insurance actually moves money.

  • ·Card, ACH and wallet acceptance via Stripe
  • ·Premium finance and installment plans
  • ·Automated dunning and retries
  • ·Endorsement-aware refunds and proration
  • ·Reconciliation against the policy ledger
§ 08 · NEXT

Two weeks from here, you have a build plan.