Commercial Submission Intake & Clearance demo
Every broker submission, retail or wholesale, admitted or E&S, read, keyed, cleared against the book and checked against appetite before an underwriter opens it. 1:15
What the demo shows
An intake solution for commercial carriers that reads, keys and clears every broker submission.
Submissions ready to price the same day instead of days later, with out-of-appetite risks declined in minutes, before an underwriter spends time on them.
Transcript
- Commercial Submission Intake & Clearance reads, keys, and clears every broker submission.
- Underwriters lose 40% of their day to admin and duplicates slip through.
- Broker emails stream into Dana's inbox, and each one becomes a card.
- While agents key the forms, clearance searches every office's book.
- Redwater cold storage turns red.
- Already submitted via Quillfield Wholesale, three days ago.
- Side by side. The same tax ID, the same three warehouses.
- First and holds it.
- Dana flicks it to decline, and the notice is drafted for Priya to sign.
- Pinecrest Fireworks is out of appetite.
- Declined in minutes. Hollis goes to quote.
- Hollis ranks second in her queue, ready to price 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.