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WorkflowUnderwriting Operations

Data Prefill

Third-Party Data Prefill

Every submission prefilled from permitted outside data, each value sourced and each conflict flagged for review.

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WorkflowDocuments in; a checked, signed result out.
5specialist agents
5kinds of input
Soonfilm in production
The problem

Why it matters

Underwriters re-key firmographics, property facts and loss history from several outside sources, and conflicts with the application are found late or not at all.

What it does

How the solution handles it

Agents confirm the right business and location, pull only permitted outside data, compare it with what the broker sent, check consent and adverse-action rules and prefill the file with every value sourced. The underwriter accepts or overrides each conflict.

How it works

How a submission moves

Five agents find the right business, pull permitted data, check its use, compare it with the broker’s answers and prefill the file; the underwriter accepts or overrides.

What comes in
Data in4 sources · submission, property, business, loss data
Agents at work
Entity resolverright firm, right site
Then
Data fetcherpermitted sources
Permitted-use guardconsent + FCRA
Then
Conflict checkerbroker vs data
Then
Prefill writerevery value sourced
A person decides
Underwriteraccepts or overrides
What comes out
Prefilled file
Conflict list
Data receipts
In and out

What it reads, and what it hands back.

What goes in

  • Broker submission and ACORD forms
  • Property and building data
  • Business and firmographic records
  • Motor vehicle and prior-loss reports
  • KYC and vehicle registry data (India)

What comes out

  • Prefilled submission, every value sourced
  • Conflict list: broker vs data
  • Permitted-use log
  • Data pull receipts

Who uses it

UUnderwriterUAUnderwriting assistantDGData governance leadCOCompliance officer
What it changes

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.

target
5min
from submission received to a prefilled, sourced file
By hand45–60 min
With agents≈ 5 min
target
100%
of prefilled values show their source and pull date
every value sourced
estimated
3×
the submissions an underwriter can review each day
TodayWith agents

“Target” = design goal, measured in the live solution · “Estimated” = our estimate · Adverse action notices for credit-based insurance scores: FCRA 15 U.S.C. §1681m and state laws based on the NCOIL model · agents = the live solution’s configuration

Built on the engine

5 specialist agents. One person decides.

Entity resolverthe right business at the right site
Data fetcherapproved sources only, receipts kept
Permitted-use guardconsent and adverse-action rules
Conflict checkerwhere broker and data disagree
Prefill writerfills the file, source on each field
Underwriteraccepts or overrides
Underwriting Operations

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Any underwriter asks a guideline question in plain words and gets an answer cited to the current manual page.

Referral Desk

Every risk above an underwriter’s authority reaches the right referrer with a cited summary and a clock.

Risk Engineering

Every survey report read, its recommendations tracked and its COPE facts in the underwriting file within a day.

Build this
for your team.

We’ll show Data Prefill running on your own documents.

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