See a sample engagement plan

Enter your email and we'll send you a sample engagement plan exactly like the ones your brokers receive — matched markets, quotes, and a live pipeline view, all with representative sample data.

Includes: sample-application.pdf

Preview

Your logo

Marketing Plan

Northbeam Robotics

Sep 26, 2026 · Effective Sep 15, 2026

82%

Submission Completeness

1 docs parsed · 3 coverage lines · 3 markets matched

✓ Submission complete — ready to market

Commercial Frame

Broker Strategy

I'm working your request to market the Northbeam industrial robotics renewal. Meridian Assurance is renewing, so I'm reading this as a competitive check on their terms rather than a wholesale remarket — we'll take it out for terms and see who sharpens it, an indication or a declination, and I'll bring you what lands. I'm leading with the clean loss history and the mature security posture.

Competitive Situation

Incumbent Meridian Assurance is renewing; running a light remarket to Palisade Specialty (cyber) and Corvus Underwriters (D&O) to confirm competitive terms.

Required Data Items

8 of 17 on file

Still needed — 9 items

●Annual Security Awareness Training?Cyber
●Are Shares Publicly Listed?D&O
●Collects PII?Cyber
●Data Breach HistoryCyber
●In the last 12-months, what was the outcome of your last SOC II Audit?Cyber
●Net IncomeD&O
●Remote Access MfaCyber
●Total Capital RaisedD&O
●Total HeadcountGeneral Liability

Coverage by line

General Liability2 of 3

1 core, 20 extended still open

Financial

+ Annual Payroll Expenses

+ Contract Revenue / Receipts

+ Cost of Subcontracted Work

Structural

● Total Headcount

+ Annual Admissions Count

+ Occupied Area Sqft

+ On-Site Manufacturing

+ Premises Owned (vs Leased)?

+ Total Locations

+ Uses Subcontractors

+ Year founded

Legal

+ Claim Events

Activity

+ Contracts Indemnification

+ Formal Safety Program

+ Has Premises Inspection & Maintenance Program?

+ Subcontractor Liability Insurance Verification

Catastrophe

+ Construction Type

+ High-Hazard Physical Conditions

+ Owned Vehicle Count

+ Performs Delivery Operations?

+ Year Built

Cyber3 of 8

5 core, 16 extended still open

Structural

● In the last 12-months, what was the outcome of your last SOC II Audit?

+ Handles Biometric Information?

+ Range of PII Records Collected

Legal

● Data Breach History

+ Claim Events

Activity

● Annual Security Awareness Training?

● Collects PII?

● Remote Access Mfa

+ Data Encrypted At Rest

+ Email Prescreening Malicious

+ End-Point Protection on all connected devices?

+ Event Logging / SIEMs System?

+ How often are the backups tested?

+ Immutable Backups Control

+ Incident Response Plan

+ Independent Funds Transfer Checks

+ Mfa For Web Email

+ Mfa Privileged Accounts

+ Pam Solution In Place

+ Segregation Of Servers

+ Simulated Phishing Exercises?

D&O3 of 6

3 core, 10 extended still open

Financial

● Net Income

● Total Capital Raised

+ Has Going Concern Doubt?

+ Market Capitalization

+ Total Assets

Structural

● Are Shares Publicly Listed?

+ Board Size

+ Independent Director Count

+ Shareholder Ownership

Legal

+ Claim Events

+ Has Prior Securities Litigation?

+ Prior Regulatory Action History

Activity

+ Mergers Acquisitions Planned

● Core — carriers expect it+ Extended — improves terms

Matched Markets

General Liability, Cyber2

Meridian Assurance91%

DWDana Whitfield

✓ Strong appetite — robotics/industrial automation, incumbent renewal

Palisade Specialty82%

OROmar Reyes

✓ Good appetite — Cyber for hardware/IoT manufacturers

D&O1

Corvus Underwriters70%

PNPriya Nair

● Moderate — D&O at Series B+, prefers >3yr ops

Risk Snapshot

Named Insured

Northbeam Robotics

Entity Type

Delaware C-Corp

Industry

All Other Miscellaneous General Purpose Machinery Manufacturing

Headquarters

Columbus, OH

Employees

210

Revenue

$24M ARR

Funding

Series C — $38M raised

Prior Carrier

Meridian Assurance (exp. 09/14/2026)

Loss History

Clean — 0 claims / 5 yrs

PHI / PII Records

None — no PHI/PII processed