Gold standards for submission intake.
Intake, clearance, and appetite check. As it should be.
Fix your front door with intelligent automation to focus on high-potential submissions for your business.
Evaluation-ready submissions with zero broker-side disruptions.
Turn all submissions into cleaned, completed, and cleared files before they are sent to underwriters, all within your existing systems.
Lightning fast clearance with zero caveats
Ingest from emails, custom portals, ZIP files, and attachments with zero change to broker flow.
Auto-decompress ZIPs, pull attachments, and organize all information pieces into a clean submission.
Split multi-submission PDFs into separate records to evaluate all submissions with individual lenses.
Combine unlimited historic records and supporting documents for one submission into a single document for clean audit.
Multi-broker submissions and resubmissions, flagged and resolved
Automatically detect the same account across brokers by insured name, FEIN, and other business logic.
Process incomplete versions till submission clears.
Auto-mark later versions as duplicate once one is complete and cleared.
Completeness and appetite checked against real-world details
Read and comprehend ACORDs, supplements, loss runs, MVRs, IFTAs, and other supporting documents in full, down to the last word.
Auto-decline out-of-appetite risks and trigger a customized email.
Flag submissions based on missing, outdated, or contradictory information in real-time.
Set completeness thresholds for mandatory details to kickstart processing while awaiting non-critical details.
Smallest of gaps surfaced, communicated, and acted upon automatically
Run broker communication in draft-only or fully automated mode.
Tweak templates with inline editing and full underwriter control.
Surface missing items across documents in one consolidated request to the broker.
Schedule automatic internal and external reminders on your cadence.
Segment-level controls and system-level syncs
Set rules by program, LOB, or any custom fulcrum point, with their own documents, fields, and exceptions.
Update fields, checks, and exceptions yourself with no-code-low-code architecture.
Classify each document as per current status and support branching logic across carriers within a program.
Sync all data with your core systems to create an exhaustive system-of-record.
Increase in
hit ratio
Underwriter throughput
Reduction in
quote time
Ironclad Data Security
Our commitment to data integrity is paramount, and we take pride in meticulously protecting your invaluable information. All customer data is housed in the US AWS regions on SOC 2 Type II and ISO 27001 certified infrastructure, with security controls aligned to NIST SP 800-53 Rev. 5 and CSA CCM v4. We encrypt data at rest with AES 256 through AWS KMS and in transit with TLS 1.2 or higher, enforce least privilege through SAML 2.0 and OIDC single sign-on with role based access controls, and keep every client on a dedicated data and AI stack. Data retention, right to erasure, and PII redaction are supported, audit logging produces immutable evidence trails, and backups and disaster recovery runbooks are tested regularly, so you move fast with absolute confidence.
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Ready to optimize
