Your systems as they are.

Placement Desk connects to agency management systems such as Applied Epic, AMS360 and Sagitta; document repositories such as ImageRight, SharePoint and shared drives; Outlook and Teams; and your data lake or reporting tools. Connections are configured per deployment.

Only what you set. It typically reads client and policy data, applications, loss runs, schedules and correspondence for a submission, and writes activities, documents and results back to your AMS. Every read and write is logged.

We map what connects and where results should land, connect with scoped credentials to only the systems the desk needs, and configure what it can read and write back. From then on, every read and write is logged.

Work reaches the desk from Outlook and Teams, from its own inbox on your domain, or from your AMS, and results return to the same places your team already works.

Yes. Every action and outcome is available to your data lake or reporting tools, so desk performance can be measured alongside the rest of the business.