problem_01.yamlstarting state A
New acquisition
Define a commercial segment, research each account against explicit fit rules, attach the evidence, and prepare personalized outreach for review.
COMMERCIAL INSURANCE · GROWTH OPERATIONSself-serve
New business and portfolio review. One operating discipline.
Castia finds and researches acquisition targets in bulk, and surfaces evidence-qualified changes in existing accounts for a responsible producer to review. It never turns a public signal into professional advice.
Castia is the outbound operating system for building and scaling repeatable GTM playbooks.
The trigger is specific. The product stays the same.
The team is balancing high-volume new-customer acquisition with a larger book of existing B2B clients where relevant company changes may justify a human portfolio review.
problem_02.yamlstarting state B
Portfolio review
Surface evidence-qualified company changes, keep them separate from policy data, and route a review prompt to a named responsible person.
the fragmented stack
Account data, renewal notes, public company changes, producer knowledge, outreach, and CRM history can sit in different systems. The opportunity is not another list—it is a reviewable path from evidence to an approved next action.
playbook operating loop
Every step returns to the playbook.
- 01Define the segment
Set account criteria, product context, exclusions, sources, and human review points.
- 02Research in context
Keep the company change, source, fit evidence, relevant products, and personalized outreach together.
- 03Route the exception
Automatic checks pass normal work. Ambiguity goes to the named responsible person.
- 04Approve and learn
One exact recipient/message batch is approved before launch; outcomes return to the playbook.
Evidence-qualified portfolio review
An operating shape — not a customer result or performance claim.
example · insuranceIllustrative example
- product portfolio
A verified company expansion is a reason to inspect the account—not proof of a coverage need.
- segment playbook
The Segment Playbook preserves the source, checks product context and exclusions, and prepares a review prompt for the named responsible person.
- human review
A licensed or authorized person decides whether the signal is relevant and whether any customer conversation is appropriate.
evidence standard
Every claim stays attached to its evidence.
- Public signals remain separate from policy and customer records.
- Every suggested action keeps its source, named review owner, and approval state visible.
- New acquisition remains a standard path; portfolio review is an additional lens, not the only one.
role and trust boundary
Castia does not infer a coverage gap, recommend insurance, claim missed revenue, or turn public changes into professional advice. Sensitive-data workflows remain unavailable until their Security & Trust evidence and operating controls are verified.
The objections belong on the page.
Is this a separate insurance product?
No. The lens changes examples and starting context. The product, plan, entitlement, signup, and operating loop remain the same.
Can Castia decide which coverage to recommend?
No. Castia prepares source-backed research and a review prompt. A licensed or authorized person decides whether the evidence is relevant and whether any conversation is appropriate.
plan · starter · €250/month
One plan. The lens changes context — not the product.
Available to every organization size
- 25,000 monthly credits
- One member, one verified sender, and one CRM connection
- Full core Playbook Operating Loop
- No per-Segment-Playbook fee or configured playbook-count limit