task Agent

Submission Intake Agent

Ingests broker submissions, attachments, and schedules, extracting key data such as limits, exposures, and requested coverages

Time Saved

80% reduction in data entry

Annual Savings

$130K+

FTE Equivalent

2+

ROI Timeline

6-9 months

Process Architecture

End-to-End Workflow Automation

1

Submission Collection

Automated

Receives broker submissions via email or portal

Real-time
2

Document Classification

Automated

Identifies and categorizes submission documents and schedules

30 seconds
3

Data Extraction

Automated

Extracts limits, exposures, coverage details, and risk information

2 minutes
4

Validation & Normalization

Automated

Validates extracted data and normalizes to standard format

1 minute
5

System Population

Automated

Pre-populates underwriting system with structured data

30 seconds
6

Underwriter Triage

Automated

Routes to appropriate underwriter based on risk type

10 seconds

Process Efficiency

Automation Level100%

6

Automated Steps

0

Review Points

Agent Capabilities

Executes specific, well-defined tasks with clear inputs and outputs

24/7 autonomous operation
Self-learning algorithms
Multi-system orchestration
Explainable AI decisions
Complete audit trails

Technical Details

Enterprise Architecture & Integration

System Integrations

  • Underwriting Workbench
  • Email Systems
  • Broker Portals
  • Document Management

Data Sources

  • Broker Submissions
  • ACORD Forms
  • Schedules
  • Loss History

Prerequisites

  • Document OCR
  • ACORD Standards Knowledge
  • Underwriting System API

Deployment Options

Choose the deployment model that best fits your security and infrastructure requirements

Cloud Deployment

Multi-tenant SaaS on AWS/Azure/GCP

Auto-scaling
Global CDN
Managed updates
99.9% SLA

Private Cloud

Dedicated instance in your VPC

Isolated environment
Custom configuration
Direct DB access
Enhanced security

On-Premises

Deploy in your data center

Complete control
Air-gapped option
Custom integration
Full data sovereignty

Ready to Deploy Submission Intake Agent?

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8-12 weeks deployment • No infrastructure changes • Cancel anytime