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Invite a Wilhelm user

They receive an email with a link to set their own password.

User	Permission	Status	Invited	Last sign-in

Step 1 of 4

Start a Risk Management Plan

Enter the client's details and paste the narrative you'd write for AMS360.

Legal entity name — the main entity this plan is for

Referred to as in the Plan?"Referred to as" — How the company should be named throughout the Plan. Use the natural short name you'd say in conversation, not necessarily the full legal name or DBA. Example: legal name Tru Power Electric & Security LLC → referred to as Tru Power. The cover page still shows the full legal name; this short name is used in the body recommendations.

Primary address

Report delivered to?Report delivered to — The name of the client(s) who will receive this plan and roadmap. This might be the leader of the organization or the main point of contact. This name will be featured on the plan's cover page.

Industry vertical

Client narrative — business, operations, exposures, current coverage?What a good narrative covers: what the business does; how it operates; its employees and labor model (W2, 1099, subcontractors); any entities or property it owns; and current insurance and pain points. Two to three solid sentences is the minimum \u2014 this is what the engine uses to write the Account Overview on the Plan.

Step 2 of 4

Confirm the business profile

Pre-filled from the narrative. Flip anything wrong. Double-check marks lower-confidence guesses.

Step 3 of 4

Confirm coverage

What the client carries today, and what's going to market. "In force = No" fires the highest-value recommendations.

Coverage line	In force today?	Being quoted now?

Step 4 of 4

Review & generate

What the engine will draft, using your approved library — no invented recommendations.

Recommendations queued

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Triggers fired

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Themes in this plan

Draft ready · review before building

Your draft Plan

Everything here is editable — the overview, every recommendation, and you can add your own. Nothing goes to the client until you build the document.

Client overview (AI-drafted · editable)

Plan → Roadmap

Sequence the quarterly roadmap

Set the start month, then adjust the quarter or owner on any row. Wilhelm's standard renewal cadence is already added.

Roadmap start month

Choose the first month of the roadmap — typically the month after the policy takes effect.

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Users

Start a Risk Management Plan

Confirm the business profile

Confirm coverage

Review & generate

Your draft Plan

Sequence the quarterly roadmap

Delete plan permanently

Share plan

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