Your underwriting right hand

Just ask Jefferson.

He's already read the file.

Ask in plain English about your policies, quotes and insureds. Jefferson finds the file, reads it for you, pulls the quote, keeps your notes, and makes updates when you say so.

Plain EnglishSees what you seeYou confirm every changeNever prices
Where to find him

Look for his face, bottom left.

Once you're signed in to RaterSpot, Jefferson waits in a round button in the bottom-left corner of every screen. Press it and he opens right there, on the page you're working on.

POLICY · PGL-2026-7730
Press here to ask Jefferson
  1. Sign in to RaterSpotJefferson appears once you're in. If your agency doesn't have him switched on yet, you won't see the button.
  2. Press Jefferson's faceThe round button with the spectacles, in the bottom-left corner. On screens with a footer bar it sits just above it.
  3. Ask about the page you're onOpen a policy or quote first and Jefferson already knows which one you mean. Or just name it.
What opens

A chat, right on the page.

Ask Jeffersonfor RaterSpot · Your name · Your agency

ChatsUsage✕

Hi, I'm Jefferson — your underwriting right hand. Ask me about a policy, an indication, its documents or its activity.

Pull the quote for Blue Mesa Beef.
Found IND-48213 for Juniper Ridge Ranch LLC (DBA Blue Mesa Beef), Firm Quote. Here's the quote pack.
Ask about this policy…Send
See what I can do ↗
  • Your name and agency, up topSo you always know whose files Jefferson is reading.
  • Type, then press EnterShift + Enter starts a new line. Press ✕ or Esc to tuck him away; press his face again to pick up where you left off.
  • Changes come as a cardWhen you ask for an update, Jefferson shows exactly what will change with a Confirm button. Nothing saves until you press it.
  • Chats: your past conversationsPress Chats to reopen or delete an earlier conversation, start a new one, and see what Jefferson remembers about you.
  • "See what I can do"The link at the bottom brings you back to this guide.
What you can ask

Five screens of clicking, in one sentence.

FindAny file

A policy by number or name, a quote by the insured's name or DBA, an insured by name or email. Part of a name is enough.

QuotePull the quote

Ask for "the quote" and you get the quote document itself: the signed pack if there is one, otherwise the firm or quick quote.

ReadThe whole file

Policy details, endorsements, application answers with their questions, documents and activity, summed up or laid out in full.

NotesRead and write notes

See the notes on any file, add one in your own name, or catch up on the latest notes across all your files.

TeamWho did what

Your agency's activity this week, or one person's, you included: what was done, on which file, and how much.

UpdateFill in the application

Missing answers, insured details or locations on a quote that isn't bound yet. You see before and after, then confirm.

He remembers

Pick up right where you left off.

ResumeRefresh-proof

Reload the page and your conversation is still there. Press his face and carry on.

Past chatsEarlier conversations

Everything from the last 30 days is under Chats. Reopen one, or ask "what did we find on Blue Mesa yesterday?"

MemoryWhat you tell him

Say "remember that I prefer the PDF" and he will, next time too. You can see and clear what he remembers under Chats. It's yours alone.

Try asking

Start with one of these.

You"What's still missing on the Juniper Ridge application?"
You"Send me the quote for Blue Mesa Beef."
You"What has my team done this week?"
You"Any new notes on my files since Monday?"
You"Add a note: called the agent, waiting on loss runs."
You"Build the full policy packet for the carrier."
How he works

Fast, careful, and always yours to approve.

  • He sees what you seeJefferson works from your own RaterSpot login. If you can't open a file, neither can he.
  • Nothing changes without youEvery update waits for your Confirm, is saved in your name, and shows in the file's activity.
  • He never pricesJefferson reads premiums but never rates or estimates one. Pricing stays in RaterSpot.
  • Bound files are safeOn a bound policy he can add notes and documents, but never changes its data.

Names, numbers and screens on this page are examples. Ask Jefferson for RaterSpot is part of the InsurEco platform. Questions? Just ask Jefferson.