Automated submission triage and routing system for multi-state MGA operation. Analyzes incoming submissions, applies business rules, and routes to appropriate underwriters based on coverage type, authority, and workload.
Client
National MGA Network
Date
November 25, 2025
Services
Submission Processing & Intake Automation, Insurance Platform Integration
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Multi-Channel Submission Monitoring
Continuous monitoring of email inboxes, broker portals, web forms, and API submissions. Unified intake process handles all submission sources with consistent classification and routing logic.
Workload Balancing and Distribution
Real-time workload tracking across all underwriters. Intelligent distribution considers current queue depth, submission complexity, and underwriter expertise. Prevents overload while maintaining efficiency.
Intelligent Business Rules Engine
Comprehensive routing logic considers coverage type, geography, premium size, risk characteristics, and underwriting authority. State appointment validation ensures submissions only route to properly appointed offices. Authority limits enforced at system level.
Machine Learning Risk Classification
Pattern recognition identifies submissions similar to previously declined risks or outside appetite. Flags complex submissions requiring senior review or multiple underwriters. Continuous learning improves routing accuracy over time.
Routing time dropped from 4+ hours to under 2 minutes per submission. Quote turnaround improved by 40% with elimination of the routing bottleneck. Workload distribution became more balanced across underwriting teams.Misrouted submissions dropped to less than 2% from previous 15-20% rate. Underwriters reported receiving submissions they were properly authorized and qualified to quote. Broker satisfaction improved with faster initial response and better submission handling.
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