What it does
Retrieves defined portfolio and renewal data from approved portals and bundles it for review.
Lokbox for insurance brokers · Preview
Collect renewal data from portals before anything goes out.
Preview: this workflow is not yet available as a product. We clarify it in a pilot conversation and build it with selected firms. Recurring portfolio and renewal checks are spread across different browser interfaces. Lokbox repeats the workflow you demonstrated, bundles defined data for review and documents the workflow.
The run in four inputs
Clearly bounded. Clearly evidenced.
The workflow stays understandable even when it spans several browser steps.
When it runs
At the point you define in the renewal cycle.
What it must never do
Do not submit to government authorities; you make those submissions yourself.
What it did
Outcome, approval decision and checksum in an issued signed run log.
The frame
WHAT / WHEN / NEVER / EVIDENCED
Four inputs keep the recurring run understandable and verifiable.
The problem
Many portals. Recurring renewal work.
Reviewing portfolio data and collecting renewal information follows a familiar rhythm. Different interfaces and changed fields still make manual repetition error-prone and hard to evidence.
The controlled run
Prepare the data. Keep the decision.
You demonstrate the defined portal workflow once. Lokbox repeats it on schedule and prepares the data for your review.
Run log
The run leaves a verifiable record.
The signed log records outcome, approval decision and integrity.
Lokbox · Signed audit protocol
Run log
- Issued
- 02.08.2026 · 07:34:09 CEST
- Run completed
- 02.08.2026 · 07:34:09 CEST
- Outcome
- Completed
- Human approval
- Approved
External action
Released · 1 logged entry
Checksum · shortened example
SHA-256 · 67c9 2a10 4f71 8b25 … d18b
FAQ
Three practical questions.
Does Lokbox assess or recommend insurance offers?
No. Lokbox repeats the browser workflow you demonstrated and prepares defined data. Assessment, decision and approval remain with you.
What happens when a portal changes?
Lokbox stops the run at the point of drift instead of guessing. You decide how to continue.
How is the workflow documented?
The signed run log contains completion time, outcome, approval decision and checksum.
Your first run