Submission Automation


Free your underwriters from manual data entry. Our AI platform extracts and
structures data from any source, so your team can focus on writing profitable business.

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Intelligent Document Processing Insurance

Automated Submission Intake

Speed up your quote-to-bind cycle and strengthen broker relationships with faster,
more efficient submission processing.

IDP

Transform unstructured data into underwriting journeys.
Our intelligent document processing reduces data rekeying
and manual effort.

Versatile Data Extraction

Extract data from a wide range of file types
such as PNGs, PDFs, Word documents,
spreadsheets, and HTML.

Omni-Channel Intake

Our API integrates with email inboxes, broker portals,
and external systems to provide a single overview
of submissions.

Automate Submission
Workflows

Watch how our platform helps specialty MGAs and
P&C carriers achieve faster quote-to-bind.

Insurance Automation Systems

Submission Triage & Prioritization

Move beyond a first-in, first-out approach. Our insurance process
automation software helps MGAs automatically identify
and fast-track high-value submissions.

Dynamic Triage Rules

Configure rules for automatic triaging, approval, and rejection
of submissions with human-in-the-loop when needed.

Strategic Prioritization

Automatically assign priority to submissions based on criteria like
premium size, line of business, or broker tier to focus on the most valuable opportunities.

Performance Dashboards

Monitor your submission pipeline in real-time. Track key metrics like
turnaround times to identify bottlenecks and optimize your workflow.

AI Insurance Automation

AI/LLM Integrations 

Future-proof your operations with an AI-agnostic platform
that lets you leverage the best models for every task.

Leading AI Models

Leverage a variety of top-tier AI and
large language models for optimal performance.

Custom Model Integration

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

User-Controlled Extraction

Allow business teams to easily configure data
extraction rules for consistent and accurate results.

Insurance Process Orchestration

Data-Enriched Underwriting

Accelerate quotes and enhance underwriting decisions by automatically
enriching submissions with integrated third-party risk data.

Automated Data Pre-Fill

Instantly populate customer information by integrating with
business demographic providers to minimize manual data entry.

Integrated Risk Assessment

Access third-party risk scores directly within the
underwriting workflow to enable faster decision-making.

Geospatial Risk Analysis

Utilize location data to assess property risks and
offer more precise coverages and pricing. 

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.