Risk briefs
Know the risk before the first meeting.
Give coverbound a prospect's name and website. It reads their site, checks the ABN or Companies House register and any files you hold. You get a working brief: what the business does, the risks worth discussing, the questions to ask and the documents to request. Every fact links to the page it came from. The research that took an afternoon is ready before your coffee.
New risk brief
Prospect · Kestrel Engineering
Files: Last year's schedule.pdf
Start with a name and a website
Open a risk brief from AI Tools or a client's page. Add what you have and pick the market. It runs in the background and emails you when it's ready.
- A website, files you already hold, extra links or a short description
- ABN Lookup in Australia, Companies House in the UK
- Tell it what the meeting is about and it leans that way
- Works for prospects as well as clients you already act for
Field servicing at client mine sites
Liability · from the website
kestrelengineering.com.au/services · “Our technicians fit and service parts on site.”
Risks worth talking about, with the evidence
Each risk starts from something the business says about itself. It sets out what could go wrong, the controls to check, the insurance to discuss and what to ask.
- Ranked Priority, Explore or Monitor
- Every fact links to the page or file it came from
- Sector playbooks for manufacturing, construction, property, logistics and professional services
- Plus the documents to request and the people to bring into the meeting
Field servicing at client mine sites
Liability · from the website
kestrelengineering.com.au/services · “Our technicians fit and service parts on site.”
Your judgement goes on the record
Confirm a risk, correct it or dismiss it. Add notes and turn any question into a follow-up in My Work. Refresh the brief later and your reviews carry forward.
- Corrections override what the website said
- Dismissed risks stay out of the next version and the email
- Each refresh is a new version. Earlier ones are kept.
Total cost of risk
FY2026 · AUD
Known costs so far $96,700. Blanks stay blank until you know them.
Start the total cost of risk conversation
An optional worksheet splits the cost of risk into premiums, retained losses, prevention and administration. Fill in what the client tells you. It adds up what's known.
- Unknown amounts stay blank, never guessed
- Each figure is marked documented or estimated
- Kept with the brief for the next meeting
Research you can stand behind
- Every fact quotes its source. Quotes are checked word for word, then a second check rejects anything the sources don't support.
- It never invents premiums, sums insured, loss figures or scores. Unknowns are listed as unknowns.
- If it can't tell which company you mean, it stops and asks you.
- It reads the public website only. No logins, no paywalls.
- It's a brief for you, not advice for the client. The advice stays yours.
Also in Risk briefs
The rest of risk briefs.
Emailed to you
The full brief lands in your inbox with its sources, ready to read on the way to the meeting.
On the client
A Risk briefs tab on every client, after Claims. Every version is kept.
Follow-ups in one click
Turn a question or a document to request into a task in My Work.
AU and UK
Wording and registers for both markets. Safe Work and HSE thinking built into the questions.
Limits shown
A page it couldn't read or a register that didn't answer is listed, so you know what it didn't see.
In your plan
Up to 20 briefs a month for your brokerage, with no credits used.
Before you ask
Questions about risk briefs.
- What do I need to start a brief?
- The business name, the market and at least one source: a website, a file you hold, a link or a short description of the business.
- Can I use documents instead of a website?
- Yes. Pick up to ten files already on the client, such as last year's schedule or a proposal form.
- What if the AI gets something wrong?
- Every fact links to its source so you can check it. Correct or dismiss anything that isn't right. Your corrections are used when the brief is refreshed.
- Does it give the client advice?
- No. The brief is for you. It suggests questions and topics. It never says what cover the client needs.
- How many can we run?
- Up to 20 completed briefs a month per brokerage, included in your plan. A refresh counts as one. A failed brief doesn't.
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