Policy change requests arrive by email in varying formats with different data requirements depending on the line of business and change type. Manually reading emails, identifying the change type, extracting the relevant data, and updating policy admin systems is repetitive and error-prone. We automate the entire endorsement pipeline — from email monitoring to system binding.
From incoming email to classified, extracted, and system-updated — automatically.
Monitor email inboxes for policy change requests. Identify the line of business and type of change requested.
Extract the relevant data fields dynamically based on the type of endorsement — address changes, vehicle adds, coverage modifications.
Update policy admin systems to bind the changes. Notify underwriters for premium-bearing endorsements above your defined thresholds.
Continuously monitor email inboxes for incoming policy change requests and classify them by type and line of business.
Extract data fields dynamically based on endorsement type — the system adapts its extraction based on the specific change requested.
Notify underwriters when endorsement changes exceed premium thresholds, ensuring billing and pricing are updated promptly.
Endorsements are high-frequency, low-complexity transactions that consume disproportionate staff time when handled manually.
Policy changes are processed and bound faster, improving the policyholder experience and reducing follow-up calls.
Automated extraction eliminates the transcription errors that cause endorsement rework and policyholder complaints.
Automated alerts ensure premium-bearing changes are captured in billing systems promptly and accurately.
Process address changes across personal and commercial lines with automated policy system updates.
Handle vehicle add/delete requests including VIN validation and rating system population.
Process limit changes, deductible modifications, and additional coverage requests with underwriter notification.
Address changes, vehicle adds/deletes, driver changes, coverage modifications, additional insureds, and other common policy changes across all major lines.
The system identifies the endorsement type first, then adapts its extraction model to pull the specific data fields relevant to that type of change.
Changes above your defined premium thresholds are flagged and routed to underwriters for review before being bound to the policy.
Book a free intro call. We'll map out your workflows and show you exactly what we can automate — and how fast.