Industries · Insurance
Tribble answers the broker’s RFP. Underwriting signs off.
Broker and employer RFPs, reinsurer reviews, compliance questions and broker calls, answered from your filed forms and the language your owners already approved.
Broker and employer RFPs
Tribble answers every state the way you filed it.
A benefits consultant sends the employer’s RFP in its own spreadsheet, with a tab for state variations. Tribble drafts each answer from your filed forms and state variations summary, in the consultant’s template. Where a form was refiled this year, that answer goes to your filings team with the change marked. Renewal questionnaires work the same way: only what changed since last year goes back to an owner.
- Each state’s answer comes from the form you filed there
- A refiled rider goes to your filings manager in Teams before the answer is reused
Every answer shows its source and who approved it
Reinsurer reviews and delegated authority
Tribble answers the reinsurer’s review from the oversight you already run.
Before the treaty renews, your reinsurer reviews the program: the MGU’s authority, how often you audit it, how claims are handled and what last year’s audit found. Tribble drafts each answer from your delegated authority agreement, audit reports and guidelines, and sends anything new to its owner.
- Answers from the delegated authority agreement and your latest audit report
- Anything the documents don’t cover goes to your head of delegated authority in Teams
- Every answer keeps its source, its approver and the date
Broker calls · Tribble Engage
Tribble keeps every broker call on approved coverage language from day one.
A broker asks whether a 40-life group has a waiting period on dental. Your broker relations team asks Tribble in Teams and gets the answer for that group size, with its source, before the call moves on. A new hire says what the filed plan says on their first call.
- Answers by group size, state and plan, with the source attached
- Live suggestions on recorded calls, with the broker’s consent
- Follow-ups drafted to Outlook, so you send and archive as you do today
Regulatory and market conduct questions
Tribble keeps the record of every answer compliance approved.
When an employer, a reinsurer or the department asks how you handle complaints or use AI in claims, the answer has to match what you told everyone else. Tribble drafts it from the policy your compliance team approved, and keeps each version, its approver and every document it went into.
- Answers from the complaint handling and AI governance policies compliance approved
- Each version, its approver and every RFP and review it went into
- Export the record when an examiner asks. Your team sends it
Client security reviews and NYDFS Part 500
Tribble answers your clients’ security reviews from the controls you already document.
Employers send SIG questionnaires, and clients regulated in New York add questions built on NYDFS Part 500’s third-party rules. Tribble answers them from your approved security documentation, and anything new goes to your CISO in Teams.
Everything Tribble answers for an insurer.
Grouped by who owns the answer. Every one draws on the same filed forms and approved answers.
| Document | What it asks for | Answer it with |
|---|---|---|
| Underwriting and product | ||
| Broker and employer RFPs | Coverage, plan design, claims service and implementation, often in the broker’s own template | RFP automation → |
| Renewal questionnaires | What changed in coverage, service and claims since the last renewal | RFP automation → |
| State variations | State-by-state availability, amendatory riders and filed form differences | RFP automation → |
| Reinsurance and delegated authority | ||
| Reinsurer program reviews | Underwriting guidelines, claims handling and oversight of delegated business | DDQ automation → |
| Delegated authority audits | Binding authority, referrals, bordereaux and claims controls for MGAs and MGUs | DDQ automation → |
| Compliance | ||
| Regulatory and market conduct questions | Complaint handling, licensing, filings and AI governance | Proposal automation → |
| Security and vendor risk | ||
| Client vendor risk reviews | SIG, custom spreadsheets and NYDFS Part 500 supplements | Security questionnaires → |
| Privacy reviews | Employee and policyholder data handling, GLBA and state privacy rules | Security questionnaires → |
Tribble learns from the tools your team already uses.
Forms and filings in SharePoint, past RFPs in Google Drive, plan summaries and guidelines in Confluence, broker notes in Salesforce. Tribble connects to them and keeps each one’s permissions.
Why a general AI tool can’t answer for an insurer.
| Compare | Generic AI | Tribble |
|---|---|---|
| Answers from | Public training data | Your filed forms, approved plan summaries and past responses |
| Coverage answers | Can describe coverage you don’t write | Tied to the filed form and its owner |
| State-specific answers | One answer for every state | The approved answer for each state |
| When a form is refiled | Nothing updates | Update it once and every new response uses it |
| When an examiner asks | No record | Who approved each answer, and when |
Proof from a team doing the same work.
Customer story · Healthcare benefits
How Rightway put expert hours back into member care
“I put this in Tribble, and within like five minutes, I had a beautiful response.”Sales manager, Rightway, as relayed by Gabrielle Rahn Read the Rightway story →
Rated by the teams that use it.
Fall 2026, across RFP, AI Sales Assistant, AI Meeting Assistants, AI Proposal Generator Tools and Sales Analytics. Source: G2.com, Inc. Read the reviews on G2 →
FAQ
Common questions.
Can Tribble answer broker RFPs in the broker’s own template?
Yes. Tribble reads each broker’s or consultant’s spreadsheet, portal or Word file, drafts every answer from your approved content, and exports it back into their format.
Can Tribble answer state by state from our filed forms?
Yes. Tribble keeps an approved answer for each state from your filed forms and state variations, and sends a refiled form’s answers to your filings team before they are reused.
Can Tribble use a quote’s benefit summary that arrives on the due date?
Yes. Add the summary to the RFP and Tribble drafts the plan design answers from it, citing the quote. Anything it doesn’t cover goes to underwriting.
Can Tribble answer reinsurer reviews and delegated authority audits?
Yes. Tribble drafts from your delegated authority agreements, audit reports and underwriting guidelines, and sends anything that changed since the last review to its owner.
How does Tribble show an examiner who approved an answer?
Tribble keeps each version of an answer, who approved it and when, and which RFPs and reviews it went into. Your team exports the record when the department asks.
Can broker relations use Tribble on calls?
Yes. Tribble Engage answers in Teams or Slack with the source attached, suggests answers live on recorded calls, and drafts the follow-up to Outlook.
Does Tribble answer client security reviews built on NYDFS Part 500?
Yes. Tribble answers SIG and NYDFS-based questionnaires from your approved security documentation and sends anything new to your CISO. Tribble itself is SOC 2 Type II compliant.
Does Tribble need policyholder data?
No. Tribble works from your forms, filings, guidelines, security documentation and past responses. Each source keeps the permissions it already had.
Bring your last broker RFP.
Send a redacted broker RFP, a reinsurer review or a client security questionnaire. We’ll answer it from your own material on the call, and show you which questions Tribble would send to underwriting and compliance.
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