Fathom, one task at a time.
Short films, about a minute each, in the order a new broker meets them. Each is captioned, so it plays on mute, and each is filmed on a demonstration book.
Demonstration workspace. Every group and figure is fictional. Tutorial 1Drop your first renewal
Open New, drag in the carrier's renewal letter and press Go. Fathom reads it, checks its reading against the page and files the case under the group's own record.
Demonstration workspace. Every group and figure is fictional. Tutorial 2Read the case
The renewal side by side, what is ready to present, and the working behind what the group's claims support.
Demonstration workspace. Every group and figure is fictional. Tutorial 3Build the client's deck
In the composer: move sections, pick each one's layout and what it shows, and see the deck on a laptop, on a phone or as the PDF.
Demonstration workspace. Every group and figure is fictional. Tutorial 4Make it look like yours
Fonts, colours, corners and spacing in the design studio, the desk the page sits on, and the client's logo.
Demonstration workspace. Every group and figure is fictional. Tutorial 5Your own words, then publish
Rewrite a section's paragraph, keep it as a draft, then publish a private link with a password under your brokerage's name.
Demonstration workspace. Every group and figure is fictional. Tutorial 6Your clients
The board by renewal stage, each group's file, the whole book in Browse, and affiliations for your chambers and associations.
Send one renewal and judge it on the output.
Upload the renewal letter. You get the reconciliation back whether or not you do anything else with us.