AI Submission Assistant

For principals and producers at small commercial agencies

An invite code, then a restaurant file.

A small agency opens a desk with an invite code and works a restaurant.

Sample story. People and companies are made up.

The restaurant lease deadline

A local restaurant owner emails Priya. He is signing a lease on a second location. The landlord wants a commercial package and a liquor liability quote.

Priya runs a commercial agency with two account managers busy on contractor renewals. A new restaurant submission usually means retyping values into applications and supplementals. Or it means asking the client to wait.

Waiting could lose the account to another agency. Priya has an invite code from a build partner, adding credit from $1,000.

Opening on the defaults

Priya enters the partner invite code and picks Essentials. Her agency account opens right away.

It has its own AI mailbox in oyyo. It reads applications and cites each value to its page. It drafts a client review link. It scores her markets and drafts a proposal on the default template.

Markets in, team invited

Priya imports her commercial and hospitality markets list from a spreadsheet. She loads each market’s appetite rules, including fryer suppression and liquor sales limits.

First, she forwards a past client submission to her AI mailbox. She reviews the filled application with every value cited to its page. Nothing goes out.

Satisfied, she has new requests emailed to the agency’s AI mailbox in oyyo. She invites both account managers. All three work in the same submission.

The restaurant file lands

The owner emails three files. They are the new lease, the prior declarations page and a kitchen equipment list.

Before Priya opens the file, the application and restaurant supplemental are filled. Each value is cited to its page. Each hospitality market gets fit, maybe, or no, with the guideline cited.

oyyo also lists what is missing and drafts one ask to the client. It asks for the liquor-to-food sales split and a signed application. Priya reviews the draft and presses Send.

Ready for her Send

As quotes return, oyyo drafts the client proposal on the default template. The submission shows what is signed and what is sourced.

Her account managers work the contractor renewals without retyping addresses or FEINs. The restaurant proposal waits for Priya’s Send.

The steps

  1. A partner’s code Priya signs up with a partner invite code, adding credit from $1,000.
  2. Her markets’ appetite She imports her markets list and appetite guides. Each market is checked on every submission.
  3. Tested on a client file She forwards a client file to her AI mailbox and reviews the cited application.
  4. The agency team in one place The quotes inbox now sends to the agency’s AI mailbox in oyyo. She invites both account managers.
  5. Her Send Priya reviews the proposal draft and presses Send.

See it on your own file.

Nothing goes out until you press Send.

Start with a card or an invite code. Packages from $499 a month.

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