Submission Intake
Every broker submission read, cleared and ranked within the hour, so underwriters quote the best risks first.
Why it matters
Submissions arrive as emails with ACORD forms, loss runs and SOVs; assistants retype them, most are never quoted, and underwriters spend over a third of their time on admin instead of risk.
How the solution handles it
Six agents read every submission email and attachment, clear it against existing accounts, extract ACORD, loss run and SOV data, score appetite and priority, and draft the broker’s missing-info request. An underwriter decides to quote, decline or ask, and owns the account.
How a submission moves
Six specialist agents read, clear, extract, score, rank and draft for every submission; an underwriter decides to quote or decline.
What it reads, and what it hands back.
What goes in
- Broker email and attachments
- ACORD 125, 126 and 140
- Five-year loss runs
- Statement of values
- Supplemental applications
What comes out
- Ranked, cleared submission pack
- Structured submission in your system
- Missing-info request to the broker
- Appetite and priority score
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
Sources: Accenture & The Institutes underwriting survey (2021) · IVANS (2022) via trade press: ~60% unquoted · “Target” = design goal, measured in the live solution · “Typical” = published figure · “Estimated” = our estimate
6 specialist agents. One person decides.
More in this division.
Five years of loss runs from any carrier normalised into one cited table in minutes, ready to price.
SOV CleansingEvery statement of values cleaned, geocoded and COPE-complete in an hour, every filled field cited.
Quote & Binder CheckEvery quote, binder and policy checked term by term before issue, so the cover matches the promise.
Build this
for your team.
We’ll show Submission Intake running on your own documents.