BRS Risk Analysis

Insurance Advisory Platform
Signed in as

Client Records

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Total Records
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Unique Clients
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Insurance Classes
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Last 30 Days

Submissions

New Analysis

Client Details

Insurance Classes

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Source Documents

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Drag & drop files here or click to browse
PDF, DOCX, XLSX supported

Selected Classes

No classes selected

Run Extraction

Select classes and upload documents, then click Run. Each class creates a separate linked record.

New Questionnaire

Client Details

Insurance Classes

Categories
Select a category
Select a category

Selected Classes

None selected

Open Form

A blank questionnaire will open for each selected class. Answer each question and save as you go. You can send the form to the client to complete from any record.

Reports & Export

Data Summary

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Question Editor

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Categories

Classes

Select a category

Questions

Select a class

Learning Centre

Window 1 — Observation (optional)

Paste the specific extraction output you want to correct, or leave blank to add a general rule.

Window 2 — Describe the Fix

Describe what should happen in plain language. Don't worry about wording — Claude will translate it.

Window 3 — Prompt Instruction (edit if needed)

Claude's translation of your description. Edit before saving if needed.

Scope

Ready to Save?

Make sure Window 3 contains the prompt instruction before submitting.

Tips

  • Window 1 is optional — skip it to add a general rule
  • Be specific in Window 2 — the more precise, the better Claude's translation
  • Class-specific rules are injected only when that class is being extracted
  • Global rules apply to every extraction — use sparingly
  • You can edit or disable any rule in the Library view

User Management

Users

Add User

Record