Submission Processing & Intake Automation

Submission intake is where bottlenecks start. Emails pile up, attachments need reviewing, information is incomplete, and someone has to sort through everything to figure out what needs quoting and who should handle it.

Our submission processing automation handles the entire intake workflow. Monitor multiple intake channels - email inboxes, broker portals, web forms, API submissions. Extract key information from applications and supporting documents. Apply your business rules to determine coverage type, underwriting authority, and urgency. Route submissions to the appropriate underwriter with complete information package.

The system handles messy real-world submissions. Incomplete applications get flagged with specific missing items. Documents get classified and attached to the right submission. Duplicate submissions are identified. Submissions outside your appetite get declined automatically with explanation.

Your underwriters see a clean queue of submissions ready for review, not raw email chaos. Processing time drops from hours to minutes, quote turnaround improves, and nothing sits in the inbox waiting for manual triage.

Results: faster quote turnaround, better broker experience, and underwriters spending time on underwriting instead of inbox management.

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