“Rule sets are our way to go and say, ‘Hey, this is my check…’ It’s a way to keep that knowledge inside the organization and for the user.”

Risk Remedy · Profiles in Risk · Yehuda Daniel Katz, Co-Founder & CEO at RiskRemedy - PIR Ep. 874

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What was described

Created custom rule-sets that let brokers encode industry-specific endorsement logic and compare it against incoming policy data

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“I figured, you know what? Let me help broker this meeting. Let me help broker the meeting between what we call the rebels, the COO, who wants to overthrow the HOA group, and the HOA group manager, who does not want to meet.”
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“They moved $230,000 into a policy, it compounded immediately, and a later client borrowed $800,000 against several policies while cash value kept growing.”
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Said on Entrepreneurs on Fire
How they work $230,000 moved from savings; $800,000 borrowed against policies Share this moment

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