Insurance Submission Intake Automation

Turn emails, forms, PDFs, and spreadsheets into structured submission data.
Automate intake and eliminate manual rekeying.

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Insurance Submission
Automation Workflow ‌

Watch how MGAs and P&C carriers turn incoming
submissions into underwriting-ready data. 

Submission Intake Workflow Automation

Automated Submission Intake

Shorten the quote-to-bind cycle and give brokers a faster response with
a more efficient submission workflow.

Multi-Channel Intake

Capture submissions from any channel. Classify and extract relevant data from email, ACORD forms, SOVs, loss runs, and PDFs. 

Structure & Validate

Transform extracted information into structured data and validate required fields and business rules for consistency.

Enrich

Pre-fill and validate key fields with third-party risk data, reducing gaps in submission information.

Automate Submission Triage

Underwriting Submission Triage

Move beyond first-in, first-out processing.
Insillion's insurance submission software automatically
identifies and fast-track high-value submissions. 

Dynamic Triage Rules

Configure rules to automatically route, approve, reject, refer, or escalate submissions, with human review where needed. 

Strategic Prioritization

Prioritize submissions based on criteria like premium size or broker relationship to focus on the highest-impact opportunities.

Performance Dashboards

Track submission turnaround times and straight-through processing rates to identify bottlenecks and improve efficiency. 

Insurance Process Automation

AI-Powered Submission Intelligence

Future-proof operations with an AI-agnostic platform
that adapts to underwriting needs.

Multi-Model Intelligence

Match AI models to specific tasks based on their strengths, with the flexibility to adapt as underwriting needs evolve.

Custom Model Integration

Integrate your own proprietary AI models
for specialized tasks and unique data advantages.

Human-in-the-Loop

Combine AI automation with expert oversight to ensure confidence in every decision.

Insurance Process Orchestration

Reliable Data Extraction for Insurance

Generate underwriting summaries from extracted submission data,
helping underwriters quickly understand key submission details. 

Multi-Model Validation

Run extracted data through multiple models and compare results to flag disagreements and low-confidence values for review. 

Source Traceability

Every extracted value links back to its source document and page, creating an audit trail.

Schema-Based Extraction

Extract data against a defined schema and match values against master data to reduce hallucinations.

Perspectives on Insurance Automation

Automating document-heavy workflows like submissions can transform insurer-distribution partnerships
by reducing manual work and providing a faster quote-to-bind experience. 

Stronger Distribution Relationships

Technology plays an essential role in building loyal relationships with distribution partners through improved responsiveness.

Intelligent Document Processing

This core AI technology enables advanced document extraction, offering significant improvements over its predecessor, OCR.

Frequently Asked
Questions

Questions you might ask about our products and
services.

Which platforms offer submission intake automation with audit trail for underwriting teams in insurance?

Platforms like Insillion offer submission intake automation by using Intelligent Document Processing to extract data from submission documents and integrate it with existing underwriting workbenches. It also offers audit trails of all actions taken during the submission and policy review process.

Underwriting automation platforms like Insillion allow carriers and MGAs to set up validations to only accept cases that fall within the defined risk appetite. 
Since Insillion is available as a cloud-based service, it can scale on-demand while maintaining underwriting rules for managing risk appetite.

Yes, Insillion’s submission intake automation is designed to be channel-agnostic.
The platform integrates with and processes submissions from multiple sources,
including email inboxes, broker portals, and any external system via API.

When Insillion detects incomplete submission data, it automatically contacts the broker
to request the missing information through the original submission channel.
This prevents delays and keeps the process moving forward.

Automated submission intake solutions like InFlow by Insillion automatically extract risk details from emails, spreadsheets, PDFs, etc., for MGAs by using Intelligent Document Processing. The platform is available for MGAs to get started without upfront investment.

Platforms like Insillion’s Submission Automation Platform are ideal for intelligent submission intake in commercial lines. This is because commercial products often involve multiple ACORD forms, supplementals, and loss run reports. The platform extracts and contextualizes data from all these documents, presenting it as a cohesive underwriting journey.

Carriers and MGAs can automate submission triage by adopting a submission automation solution like Insillion, which triages incoming submissions based on defined priority levels like premium or location, resulting in faster underwriting decisions for high-value submissions.