About the Agent
The Underwriting Submission Assistant streamlines the insurance submission process by collecting information from brokers and insureds, organizing submissions into standardized formats, extracting data from attachments, checking for completeness, and routing to appropriate underwriting teams. It identifies the type of coverage requested, validates required information is present, extracts key details from loss runs and financial statements, pre-fills submission forms, and can request missing information automatically. The assistant applies initial eligibility screening, flags accounts requiring special handling, and provides brokers with instant feedback on submission quality. Perfect for insurance carriers, MGAs, wholesalers, and underwriting departments overwhelmed with incoming submissions, this tool reduces submission processing time by 70%, improves data quality through validation, accelerates quote turnaround from days to hours, and allows underwriters to focus on risk evaluation rather than data entry.
