Broker Submission Automation demo
One client file in; every carrier's application, supplement and portal answer filled and checked out. 1:14
What the demo shows
A submission solution for brokers that fills every ACORD form, supplement and portal once.
Six agents read the whole client file and build one fact sheet with every source. The account manager settles the few real conflicts, and each confirmed fact fills every ACORD form, carrier supplement and portal field it feeds, so a change made once reaches every copy.
Transcript
- Broker Submission Automation fills every ACORD form, supplement and carrier portal from one fact sheet.
- Today, account managers retype the same payroll into every form for every carrier.
- Six agents read Halvorsen Millworks 63 documents and confirmed 41 facts.
- Installation payroll disagrees. The questionnaire says 1.61 million.
- Payroll less. Dana confirms at once.
- 41 fields light up across 9 forms and 2 portals.
- Each changed field flashes in its own form, with its source.
- She accepts the other recommendations.
- The missing loss run is chased and read.
- Ingrid signs, Marcus approves the letters, and 4 submissions go out the same day.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.