100% compliance visibility

AI Binder Management Agent

Authority limits tracked automatically

Delegate authority tracking to a specialized AI agent. It monitors binding agreements against your delegated limits, flags capacity risks before they become violations, and maintains a complete audit trail of all authority usage. Your compliance team can focus on strategy instead of spreadsheet management.

Ideal for

Managing General Agents

Compliance Teams

Underwriting Operations

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI Binder Management Agent in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI Binder Management Agent in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI Binder Management Agent in action

Play video

Authority Limit Review

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI Binder Management Agent in action

Play video

Time comparison

Time comparison

Traditional way

30-45 minutes per policy

With V7 Go agents

Instant verification

Average time saved

99%

Why V7 Go

Why V7 Go

Automated Capacity Monitoring

Continuously tracks binding agreements against delegated authority limits, calculating remaining capacity in real time and alerting your team before limits are exceeded.

Automated Capacity Monitoring

Continuously tracks binding agreements against delegated authority limits, calculating remaining capacity in real time and alerting your team before limits are exceeded.

Automated Capacity Monitoring

Continuously tracks binding agreements against delegated authority limits, calculating remaining capacity in real time and alerting your team before limits are exceeded.

Automated Capacity Monitoring

Continuously tracks binding agreements against delegated authority limits, calculating remaining capacity in real time and alerting your team before limits are exceeded.

Compliance Risk Detection

Identifies policies that approach or exceed authority thresholds, flags unauthorized binding attempts, and surfaces compliance gaps before regulators do.

Compliance Risk Detection

Identifies policies that approach or exceed authority thresholds, flags unauthorized binding attempts, and surfaces compliance gaps before regulators do.

Compliance Risk Detection

Identifies policies that approach or exceed authority thresholds, flags unauthorized binding attempts, and surfaces compliance gaps before regulators do.

Compliance Risk Detection

Identifies policies that approach or exceed authority thresholds, flags unauthorized binding attempts, and surfaces compliance gaps before regulators do.

Multi-Underwriter Authority Tracking

Manages separate authority limits across multiple underwriters and programs, ensuring each binding decision respects the correct capacity constraints.

Multi-Underwriter Authority Tracking

Manages separate authority limits across multiple underwriters and programs, ensuring each binding decision respects the correct capacity constraints.

Multi-Underwriter Authority Tracking

Manages separate authority limits across multiple underwriters and programs, ensuring each binding decision respects the correct capacity constraints.

Multi-Underwriter Authority Tracking

Manages separate authority limits across multiple underwriters and programs, ensuring each binding decision respects the correct capacity constraints.

Audit Trail & Documentation

Creates a complete, timestamped record of all authority usage, capacity checks, and binding decisions for regulatory review and internal compliance audits.

Audit Trail & Documentation

Creates a complete, timestamped record of all authority usage, capacity checks, and binding decisions for regulatory review and internal compliance audits.

Audit Trail & Documentation

Creates a complete, timestamped record of all authority usage, capacity checks, and binding decisions for regulatory review and internal compliance audits.

Audit Trail & Documentation

Creates a complete, timestamped record of all authority usage, capacity checks, and binding decisions for regulatory review and internal compliance audits.

Proactive Capacity Planning

Forecasts authority depletion based on current binding trends, helping you request increased limits or adjust underwriting strategy before capacity runs out.

Proactive Capacity Planning

Forecasts authority depletion based on current binding trends, helping you request increased limits or adjust underwriting strategy before capacity runs out.

Proactive Capacity Planning

Forecasts authority depletion based on current binding trends, helping you request increased limits or adjust underwriting strategy before capacity runs out.

Proactive Capacity Planning

Forecasts authority depletion based on current binding trends, helping you request increased limits or adjust underwriting strategy before capacity runs out.

Integration with Underwriter Systems

Syncs with underwriter platforms and your internal binder management systems, eliminating manual data entry and ensuring authority data is always current.

Integration with Underwriter Systems

Syncs with underwriter platforms and your internal binder management systems, eliminating manual data entry and ensuring authority data is always current.

Integration with Underwriter Systems

Syncs with underwriter platforms and your internal binder management systems, eliminating manual data entry and ensuring authority data is always current.

Integration with Underwriter Systems

Syncs with underwriter platforms and your internal binder management systems, eliminating manual data entry and ensuring authority data is always current.

Monitors authority usage across

all your binding agreements and programs.

Customer voices

Customer voices

Connect AI to your authority management.

Connect AI to your authority management.

Eliminate compliance risk from binder management.

Eliminate compliance risk from binder management.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex authority structures.

Multiple programs and underwriters.

MGAs operate with varied authority arrangements. This agent handles multiple underwriters, shared limits, sublimits, conditional authorities, and program-specific constraints. It adapts to your unique authority structure without requiring custom configuration.

Input types

Multi-Underwriter

Sublimit Tracking

Shared Limits

Conditional Authority

Document types

PDFs

Spreadsheets

Tables

Email Attachments

Word Documents

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex authority structures.

Multiple programs and underwriters.

MGAs operate with varied authority arrangements. This agent handles multiple underwriters, shared limits, sublimits, conditional authorities, and program-specific constraints. It adapts to your unique authority structure without requiring custom configuration.

Input types

Multi-Underwriter

Sublimit Tracking

Shared Limits

Conditional Authority

Document types

PDFs

Spreadsheets

Tables

Email Attachments

Word Documents

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex authority structures.

Multiple programs and underwriters.

MGAs operate with varied authority arrangements. This agent handles multiple underwriters, shared limits, sublimits, conditional authorities, and program-specific constraints. It adapts to your unique authority structure without requiring custom configuration.

Input types

Multi-Underwriter

Sublimit Tracking

Shared Limits

Conditional Authority

Document types

PDFs

Spreadsheets

Tables

Email Attachments

Word Documents

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 100% accuracy

in authority calculations.

Authority tracking requires precision. This agent uses multi-step verification to ensure capacity calculations are exact, accounting for all bound policies, cancellations, and limit adjustments. No rounding errors or missed policies.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 100% accuracy

in authority calculations.

Authority tracking requires precision. This agent uses multi-step verification to ensure capacity calculations are exact, accounting for all bound policies, cancellations, and limit adjustments. No rounding errors or missed policies.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 100% accuracy

in authority calculations.

Authority tracking requires precision. This agent uses multi-step verification to ensure capacity calculations are exact, accounting for all bound policies, cancellations, and limit adjustments. No rounding errors or missed policies.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in your authority documents.

Every capacity calculation is traced back to the specific authority letter or agreement it's based on. This creates a defensible audit trail that satisfies regulators and protects your MGA from compliance challenges.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in your authority documents.

Every capacity calculation is traced back to the specific authority letter or agreement it's based on. This creates a defensible audit trail that satisfies regulators and protects your MGA from compliance challenges.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in your authority documents.

Every capacity calculation is traced back to the specific authority letter or agreement it's based on. This creates a defensible audit trail that satisfies regulators and protects your MGA from compliance challenges.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for sensitive authority data.

Authority agreements and capacity data are highly confidential. V7 Go processes this information within your secure environment, ensuring compliance with insurance industry data protection standards. Your authority data is never shared or used for external purposes.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for sensitive authority data.

Authority agreements and capacity data are highly confidential. V7 Go processes this information within your secure environment, ensuring compliance with insurance industry data protection standards. Your authority data is never shared or used for external purposes.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for sensitive authority data.

Authority agreements and capacity data are highly confidential. V7 Go processes this information within your secure environment, ensuring compliance with insurance industry data protection standards. Your authority data is never shared or used for external purposes.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

Answers

What you need to know about our

AI Binder Management Agent

How does the agent know our delegated authority limits?

You populate a V7 Go Knowledge Hub with your authority agreements, underwriter letters, and capacity documentation. The agent references this hub to understand your specific limits and constraints for each program.

+

How does the agent know our delegated authority limits?

You populate a V7 Go Knowledge Hub with your authority agreements, underwriter letters, and capacity documentation. The agent references this hub to understand your specific limits and constraints for each program.

+

How does the agent know our delegated authority limits?

You populate a V7 Go Knowledge Hub with your authority agreements, underwriter letters, and capacity documentation. The agent references this hub to understand your specific limits and constraints for each program.

+

Can it handle multiple underwriters with different limits?

Yes. The agent tracks separate authority limits for each underwriter and program. It understands complex authority structures, including shared limits, sublimits, and conditional authorities.

+

Can it handle multiple underwriters with different limits?

Yes. The agent tracks separate authority limits for each underwriter and program. It understands complex authority structures, including shared limits, sublimits, and conditional authorities.

+

Can it handle multiple underwriters with different limits?

Yes. The agent tracks separate authority limits for each underwriter and program. It understands complex authority structures, including shared limits, sublimits, and conditional authorities.

+

What happens if we're about to exceed our limit?

The agent alerts your team immediately, showing exactly how much capacity remains and which policies are approaching thresholds. You can configure alert sensitivity based on your risk tolerance.

+

What happens if we're about to exceed our limit?

The agent alerts your team immediately, showing exactly how much capacity remains and which policies are approaching thresholds. You can configure alert sensitivity based on your risk tolerance.

+

What happens if we're about to exceed our limit?

The agent alerts your team immediately, showing exactly how much capacity remains and which policies are approaching thresholds. You can configure alert sensitivity based on your risk tolerance.

+

How is this different from a spreadsheet tracker?

Unlike spreadsheets, the agent continuously monitors your binder in real time, automatically updates capacity as policies bind or cancel, and flags risks without manual intervention. It eliminates human error and ensures compliance is never missed.

+

How is this different from a spreadsheet tracker?

Unlike spreadsheets, the agent continuously monitors your binder in real time, automatically updates capacity as policies bind or cancel, and flags risks without manual intervention. It eliminates human error and ensures compliance is never missed.

+

How is this different from a spreadsheet tracker?

Unlike spreadsheets, the agent continuously monitors your binder in real time, automatically updates capacity as policies bind or cancel, and flags risks without manual intervention. It eliminates human error and ensures compliance is never missed.

+

Can regulators access the audit trail?

Yes. The agent maintains a complete, verifiable record of all authority decisions and capacity checks. This audit trail is designed to satisfy regulatory requirements and demonstrate your compliance controls.

+

Can regulators access the audit trail?

Yes. The agent maintains a complete, verifiable record of all authority decisions and capacity checks. This audit trail is designed to satisfy regulatory requirements and demonstrate your compliance controls.

+

Can regulators access the audit trail?

Yes. The agent maintains a complete, verifiable record of all authority decisions and capacity checks. This audit trail is designed to satisfy regulatory requirements and demonstrate your compliance controls.

+

What if our authority limits change?

Simply update your authority documentation in the Knowledge Hub. The agent immediately recalculates capacity and adjusts its monitoring. No manual reconfiguration needed.

+

What if our authority limits change?

Simply update your authority documentation in the Knowledge Hub. The agent immediately recalculates capacity and adjusts its monitoring. No manual reconfiguration needed.

+

What if our authority limits change?

Simply update your authority documentation in the Knowledge Hub. The agent immediately recalculates capacity and adjusts its monitoring. No manual reconfiguration needed.

+

Next steps

Next steps

Still tracking authority limits in spreadsheets?

Send us your current binder and authority documentation. We'll show you how real-time capacity monitoring can transform your compliance operations.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: