Commercial Quote Preparation for RIA Firm Administrators with Envestnet Tamarac
The Problem
Quoting a new RIA Operations account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.
What We Build in Envestnet Tamarac
AI builds the submission from the broker's intake, routes to carrier APIs via Orion, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running Envestnet Tamarac — uses the native API or agent integration so nothing leaves the system of record.
Envestnet Tamarac Integration Approach
Audit your Envestnet Tamarac configuration
We map the specific Envestnet Tamarac objects, custom fields, and workflows the automation needs to touch for your ria operations practice.
Build on the Envestnet Tamarac API or agent
Integration happens inside Envestnet Tamarac — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Envestnet Tamarac with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Envestnet Tamarac instance
30-minute call. We'll look at your actual Envestnet Tamarac setup and show exactly how this workflow fits.