From inbox to underwriting decision.
Submissions arrive as messy PDFs, emails, and spreadsheets. Your agent reads the file so your underwriters don't have to — classifying, extracting, and writing the account straight into your IMS.
Three steps, start to finish.
The agent runs the whole intake — from the raw email to a decision-ready risk report — and shows its work at every stage.
Intake
Drop a file, an email, or a folder. The agent classifies each document, extracts the fields, and creates the submission in your IMS.
Analyze
It reads across every document — loss history, exposures, missing-info gaps, and out-of-appetite signals — to understand the account as a whole.
Risk report
Out comes a structured report the underwriter acts on: account snapshot, loss summary, exposure highlights, and a recommended next action.
Drop the file. It's in your IMS.
It reads the documents you'd rather not.
Forward an email or drop a folder of PDFs and spreadsheets. The agent recognizes what each document is — ACORD applications, loss runs, statements of value — pulls the fields off the page, and creates the submission in your IMS as the system of record.
- Classifies each document by type, no manual sorting
- Extracts named insured, exposures, limits, and key dates
- Creates the account and quote directly in your IMS
- Attaches the originals to the submission for the file
It reads across the whole account.
Underwriting context lives in the gaps between documents. The agent connects them — so what's missing, what's risky, and what's out of appetite surfaces before it costs you time.
- Loss history across every year of loss runs, with frequency and severity called out
- Exposures and limits reconciled against the application and the SOV
- Missing-info gaps — the fields, signatures, or documents needed to quote
- Red flags and out-of-appetite signals checked against your guidelines
Loss history
Multi-year runs read together — not one PDF at a time — so trends and large losses stand out.
Appetite & red flags
Exposures checked against your written guidelines, with anything outside appetite flagged early.
Missing-info gaps
A clear list of what's needed to quote, so the follow-up to the broker writes itself.
A report the underwriter acts on.
Decision-ready, not a data dump.
Everything the agent found, structured the way an underwriter thinks — so the first read is the only read. No hunting through attachments, no rekeying.
- Account snapshot — named insured, class, and total values at a glance
- Loss summary — frequency, severity, and large losses surfaced
- Exposure highlights — limits, locations, and coverage lines
- Open questions — exactly what's outstanding to bind
- Recommended action — quote, decline, or refer, with the reasoning
Work in the file, keep the fidelity, write it back.
The agent doesn't just read documents — it works in them. Edits rating workbooks in place with formulas intact, produces formatted Word and PDF, and writes the result straight back to your IMS.
Formula-aware Excel
Updates rating workbooks and SOVs with live formulas, named ranges, and formatting intact — not a flattened export.
Formatted Word & PDF
Reads policy forms and correspondence, and produces clean, formatted proposals, quote letters, and reports — ready to share.
Written back to IMS
Every edited document lands back on the submission, so the system of record always holds the current version.
Turn your inbox into underwriting throughput.
See the agent take a real submission from raw email to a risk report your team can act on.