Your inbox isn't a workflow. This is.
Submission Triage Agent
The Submission Triage Agent turns messy inboxes into clean, qualified, and prioritized submission queues. Built by insurance ops veterans and trained on thousands of real submissions, it acts as your front-line screener, sorting the signal from the noise before underwriters even log in.
Too Much Admin, Not Enough Underwriting
Underwriting teams spend hours sifting through submissions – rekeying data, opening attachments, dragging between systems, and trying to figure out which risks are even worth quoting. Submissions land in every format imaginable, and by the time the data’s ready, someone else has already quoted first.
You can’t win the business if you’re still parsing the spreadsheet.
Trained on thousands of real-world submission workflows
Detects appetite mismatches, missing info, and red flags instantly
Continuously learns from real submissions and team feedback
Doesn't just extract data - triages, filters, and prioritizes it
Submission Intake
Monitor Incoming Submissions
The agent monitors your inbox and connected systems for new submissions, parsing emails and attachments as soon as they arrive.
Data Extraction
Extract & Flag Key Data
It automatically pulls data, such as risk type, coverage, location, and limits, while flagging incomplete or out-of-appetite submissions based on your underwriting rules.
Route to the Right Workflow
Clean, complete submissions are instantly routed to the right underwriter or system so you can focus on quoting, not sorting.
What You Can Expect
80–90% faster submission triage
Underwriters save 2–3 hours per day on intake tasks
Fewer missed details, delays, and declines
Higher quote readiness and better response time
Greater broker satisfaction through faster decisions
Industry Snapshot
A regional MGU used the Submission Triage Agent to sort 5,000+ peak-season submissions. Before, triage took up to 3 days. With automation in place, they responded to 80% of those submissions within 12 hours and saw a 45% increase in bind rate.
“It changed how we handle submissions. We’re quoting faster, and winning more.” – VP of Operations, Specialty MGU
Don’t let another high-quality submission slip through the cracks. Let our AI handle the noise, so you can focus on writing the business that matters.
