Pre-Built AI Agent Library

Underwriting Automation Overview

End-to-end automation across the underwriting lifecycle — from submission intake through quote, bind, and renewal.

Underwriting

Submission Intake

Monitors broker inboxes, classifies submissions, extracts data from ACORDs and supplementals, and populates underwriting systems automatically.

Underwriting

Loss Run Processing

Extracts and normalizes loss data across carriers, identifies trends, and produces structured loss histories ready for underwriting review.

Underwriting

Schedules & SOV Extraction

Reads Statement of Values spreadsheets and property schedules in any format, normalizes the data, and delivers clean structured exposure data.

Underwriting

ACORD Form Extraction

Extracts data from all ACORD forms, validates fields against carrier rules, and pushes clean structured data into underwriting systems.

Underwriting

Policy Renewal Handling

Pulls expiring policy data, refreshes exposures and loss runs, and assembles a complete renewal package for the underwriter.

Underwriting

Policy to Policy Comparison

Compares expiring and renewal policy terms, flags coverage and limit changes, and surfaces material differences for underwriter review.

Underwriting

Claims Automation Overview

End-to-end automation across the claims lifecycle — from FNOL through investigation, settlement, and payment.

Claims

FNOL / FROI Setup

Captures first notice of loss and first report of injury details from email, phone, or portal, structures the data, creates the claim file, and assigns it to the right adjuster.

Claims

Claim to Policy Comparison

Compares loss details against policy terms to surface coverage, exclusions, and obligations before the adjuster makes a call.

Claims

Claim Indexing

Classifies, indexes, and routes claims documents to the right adjuster or team. Handles hundreds of document categories with up to 99% STP.

Claims

Legal Demands Identification & Extraction

Reads demand letters and legal correspondence, extracts allegations, damages, and deadlines, and routes them with full context to the claims team.

Claims

Medical Bill Identification & Extraction

Reads medical bills and provider records, extracts CPT/ICD codes, charges, and dates of service, and links them to the claim for adjuster review.

Claims

Invoice Payment Processing

Processes vendor and provider invoices against claim files, validates against authorized services, and routes for payment approval automatically.

Claims

Claim File Summarization

Reads complex claim files and produces role-specific summaries. Key details, timelines, and action items surfaced for the adjuster.

Claims

Policy Servicing Automation Overview

End-to-end automation across policy servicing — from endorsements and certificates through billing inquiries and audits.

Policy Servicing

Endorsement Processing

Reads endorsement requests, validates against the policy, drafts the change, and routes it for approval and issuance.

Policy Servicing

COI Creation

Generates Certificates of Insurance from policy data, validates additional insured language, and delivers certificates to brokers and insureds automatically.

Policy Servicing

Premium Audit Processing

Classifies audit documents, extracts payroll and classification data, populates systems, and requests missing information from policyholders.

Policy Servicing