HATS — Verified Quote Engine

Demo Mode

Client Onboarding

Turn This Account Into a Quote

Connect controls once. Generate verified state for placement.

Client Company Name

Client Email Domain

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Or connect systems directly

Okta

CrowdStrike

Backup

Not Started

Deal Pipeline

Client Pipeline

Track verification progress and deal readiness across your book.

2 accounts quote-ready. 2 near ready. 1 action unlocks both.

Client Name	Status	CRV	Controls	Action

Deal Package

—

VERIFIED

Verification Score

—

Signal Tier

TIER 1

Confidence

65%

Placeable

YES

✓ MFA Enforced

✓ EDR Active

✓ Backup Verified

Signal Tier

TIER 1 COMPLETE

Confidence

65%

Deal Status

Verified — Placeable with HATS-enabled carriers

Commission Optimizer

Choose a pricing strategy for this placement.

Option A: Pass savings to client

Client gets lower premium, broker wins on placement volume and retention.

Option B: Hold pricing

Broker increases commission margin on this deal.

Option C: Split

Balanced approach — partial savings to client, improved margin for broker.

✓

HATS Verified

CLIENT

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