Brightside Desk · by Brightside Risk

The AI you were promised.

Agentic AI that does real work for risk management.

Not a replacement. A force multiplier. The agents take on the routine work, so your people spend their time on work that adds value.

Automate

Any platform. Cloud AI or local AI on your own machine.

Meet the agents
agent deskexample activity
  1. COI REQUEST Certificate for Northgate Medical Center job. Holder and additional insureds entered in broker portal. Submitted.
  2. INTAKE New incident report found. Report, witness statement and 3 photos downloaded to claim folder. Filed.
  3. CLAIM FILING Injury details entered in TPA portal. 4 files attached. Claim number received.
  4. CONTRACT Subcontract Exhibit C. 9 insurance requirements extracted. Completed-ops AI required. Flagged.
  5. CLAIM REPORT 212 adjuster notes synthesized. Status, medical, reserves and next steps. Report ready.

Brightside Desk

Eight specialists on one risk desk

Each agent does one job well. They log in, read, download, enter and submit. Every step is recorded.

OCIP · CCIP wrap-ups

Wrap Admin Agent

Runs the paperwork side of every wrap-up program. Enrollments, closeouts and payroll arrive ready to submit.

  1. Collects wrap emails and files as they come in
  2. Organizes them into project and subcontractor folders on the PC
  3. Builds a worklist of enrollments, closeouts and payroll reporting due
  4. Turns each item into a card with every field the wrap website asks for
EnrollmentsCloseoutsPayroll reportingWrap websites
EnrollmentExample card
Project
Northgate Medical Center
Subcontractor
Ridgeline Drywall
Scope
Drywall and framing
Start date
11/03/2026
WC class code
5403 Carpentry
Est. payroll
$1,240,000
Source files
Enrollment form, ICW, COI
Ready to submitWorklist 4 of 12

Certificates of insurance

Full automation

COI Request Agent

Requests certificates of insurance through a web browser, start to finish.

  • Enters the holder, project and additional insured wording
  • Submits the request in the broker or carrier portal
  • Documents the confirmation number
Web browserCertificate holderAdditional insured

Claims

Full automation

Incident Intake Agent

Watches for new incident reports and gathers the files.

  • Uses a web browser to check for new incident reports
  • Downloads reports, statements and photos
  • Files everything to the right claim folder
Web browserIncident reportsStatementsPhotos

Claims

Full automation

Claim Filing Agent

Reports claims through a web browser, with the files attached.

  • Enters claim information in the TPA or carrier portal
  • Uploads supporting files
  • Captures the claim number
Web browserFROITPA portal

Contracts

Contract Review Agent

Reads contracts and pulls out every insurance requirement.

  • Finds limits, endorsements and waiver language
  • Lists each requirement with its section reference
  • Flags terms outside your standards
Insurance exhibitsAdditional insuredWaiver of subrogation

Claims

Claim Report Agent

Turns raw adjuster notes into detailed claim reports.

  • Reads every adjuster note on the file
  • Builds a timeline of medical, legal and payment activity
  • Writes status, reserves and next steps per claimant
Adjuster notesReservesReturn to work

Workers' compensation

WC Law Agent

Answers workers' compensation questions for all 50 states.

  • Waiting periods, benefit rates and filing deadlines
  • Compares rules across states
  • Points to the statute behind each answer
50 statesBenefitsDeadlines

Insurance policies

Policy Renewal Agent

Manages and organizes every insurance policy so each renewal starts on time.

  1. Collects policies, endorsements and binders as they arrive
  2. Organizes them by line of coverage and policy term
  3. Tracks every expiration date
  4. Builds a renewal calendar and a renewal file for each policy
PoliciesEndorsementsExpirationsRenewals
Renewal calendarExample
Commercial auto
Expires 12/01 · 51 days
General liability
Expires 01/01 · 82 days
Umbrella
Expires 01/01 · 82 days
Pollution
Expires 03/15 · 155 days
Workers' comp
Expires 04/01 · 172 days
Auto renewal file due6 policies tracked

The value

One desk instead of a stack of tools

Brightside Desk covers work that usually takes several software subscriptions, outside services and hours of manual entry.

“It does feel like we’re at a new stage where custom software can be spun up for specific workflows.”
Leo Laporte, technology broadcaster

Boxed software

Built for everyone, so it fits no one exactly. You work around its screens, its fields and its limits.

Brightside

Custom by nature. Every agent is built for your desk: your portals, your forms, your process.

AgentTakes the place of

Your people stay. The busywork goes. Time moves from data entry to judgment, relationships and decisions.

What you get back

A review, not a guess

The Contract Review Agent shows its work. Every requirement comes with the section it came from.

Standard terms clear. Anything unusual comes to you flagged.

Contract review · Northgate subcontract (example)Exhibit C
RequirementContract saysResult
CGL limits$1M occ. / $2M agg. · C.2(a)Standard
Umbrella$5M · C.2(d)Standard
Additional insured, ongoing opsCG 20 10 or equivalent · C.4Standard
Additional insured, completed opsCG 20 37, 10 years after completion · C.4Review
Waiver of subrogationAll lines incl. WC · C.6Standard
Primary & non-contributoryRequired on GL and umbrella · C.5Standard
Next step One term flagged for your review.

How it works

Agents that do the work

Brightside agents use the same websites, portals and files your team uses. Each one is built around a real task on a construction risk desk.

Built for your desk

Each agent starts from a general base. It is then set up for your portals, forms and processes.

Works in the browser

Agents log in to portals, fill in forms, upload files and submit. No new software for your brokers, carriers or TPA.

Autonomy fits the task

Some tasks run end to end. Others stop for a risk professional's review.

Runs on any platform

The agents are not tied to one AI vendor. They run on cloud AI platforms or on local AI on your own hardware.

Every step is logged

Each request, download and submission is recorded with its source and result.

A clean start

Every Brightside agent is built new. Before setup, an agent holds no company information. A company's information enters only when its own agents are set up, and it is used only for that company.

Who builds it

Built by someone who practices risk management and teaches it

Brightside Risk is built by an experienced risk manager who also teaches Risk Management at Susquehanna University.

Every agent here started as a real problem in construction risk management.

CPCUAISAIDAMIT Sloan Agentic AI CertificateMBA, Florida State

Full credentials

Other projects

Beyond the risk desk

Work outside Brightside Desk.

Brightside Risk · Project

Knowledge Expansion Project

Scanning physical books to build a knowledge corpus for local AI. Every answer cites the book and page.

Book scanningOCRLocal AI

Own your AI. Don't rent it.

The next stage is a private version of Brightside: custom local AI for companies that want automation and privacy, running on their own hardware and tuned to their work.

No disruptions

Free from the potential disruptions of frontier models: outages, retired versions and changes you did not ask for.

No rising rates

Free from per-seat and per-use cost increases. The hardware is paid for once.

Private by default

Your data stays on your hardware. It is never sent to an outside AI provider.

What we are building

Local AI hardware

Equipment to run the agents and the knowledge corpus on site, with no cloud dependency.

Renewable energy and water

Power and water from renewable sources. Local AI that respects its neighbors, the grid and the water supply.

Books

Continued scanning of physical books to grow the knowledge corpus.

We are building it.

Completely private AI that you own. The AI model runs on your own hardware and never touches the internet.

Express interest

Brightside Desk

Risk management, on the bright side.

Connect on LinkedIn brightsiderisk.com