Sizemore Placement Guide

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Placement Guide, Property carriers

Answers come from the Sizemore Placement Guide. Always confirm borderline eligibility with the carrier and current underwriting.

Or describe the risk and rank every carrier

Describe the risk

Type one line the way you would say it, or fill in only what you know. Missing details never rule a carrier out; they just get a Confirm chip. Every carrier lands in Available or Ineligible with the reason on the card, and Sofia answers the same question with her full knowledge base.

Browse and filter every carrier

Tip: the risk form, the filters, and the search box all stack. Whatever you set here also rides along when you ask Sofia (turn it off with the checkbox under her chat box). This guide is a quick reference. Always confirm eligibility with the carrier and current underwriting.

Train Sofia

Add property carriers, guidelines, and known-answer scenarios. Management only.