Underwriting teams are buried in submissions arriving via email, broker portals, and mailroom output. Each submission requires manual data extraction, completeness checks, clearance verification, and system population before an underwriter can even begin reviewing risk. We automate the entire intake pipeline — from email monitoring to underwriting workbench population.
From broker email to underwriting workbench — without manual rekeying.
Monitor email inboxes, broker portals, and mailroom output for new business submissions and applications automatically.
Classify submissions by line of business. Extract broker information, insured details, coverage dates, and risk data from emails and attachments.
Prioritize high-value submissions, check for prior applications, assign to the right underwriter, and populate rating and UW systems.
Continuously monitor email inboxes, broker portals, and mailroom systems for new submissions and applications.
Extract required data from broker emails, applications, and attachments — LOB, coverage dates, insured information, and more.
Triage high-priority and time-sensitive submissions based on content analysis and assign to the appropriate underwriting team.
Every minute spent on manual intake is a minute not spent evaluating risk and writing quotes. Faster intake means more premium revenue.
Automated intake accelerates submission processing from hours to minutes, helping your team meet aggressive SLAs.
Faster quote turnaround means more quotes reach brokers while the risk is still in play, improving bind rates.
Automatically decline submissions that fall outside underwriting guidelines before consuming underwriter time.
Extract and classify submissions from broker emails and their attachments automatically.
Check for prior submissions, existing accounts, and potential conflicts before routing to underwriting.
Populate underwriting and rating systems with extracted data so underwriters start with a pre-filled file.
New business applications, renewal submissions, endorsement requests, and supplemental questionnaires across all standard commercial and personal lines.
Yes. Our AI models handle varying email formats, attachment types, and submission structures without requiring standardized templates.
Submissions matching your declination criteria (appetite, territory, class of business) are automatically declined with appropriate responses, freeing underwriter time.
Book a free intro call. We'll map out your workflows and show you exactly what we can automate — and how fast.