Insurance Submission Triaging

Manual submission triaging is cumbersome and time-consuming, which results in high Quote Turnaround Time and loss of customer. Use AI-powered automations for submission triaging and ensure that the quote is sent to the broker/applicant quickly and with fewer errors.

How it works

Reduce Quote Turnaround Time on Insurance Submissions by 90% with the magic of AI

Step 1

Use AI to monitor the mailbox for new submissions and collate all the documents

Step 2

AI checks the submission as per set parameters and asks for more info, if required

Step 3

AI generates the quote and sends it to the underwriting team for approval

Step 4

AI sends the quote and other relevant documents to the broker/applicant

Step 5

advanced features

Everything You Need From A Business Process Automation Platform

Merge data from different sources in 1 place

Combine data from different SaaS tools, databases and create your process triggers.

Build automations without any coding

Use drag-and-drop builder to map complex processes without engineering help.

AI executes all manual processes and SOPs

AI executes most of the steps in the process (extracting data, sending emails,, etc.)

Assign humans to provide input and approvals

Your team remains in control providing inputs and approvals at key stages of the process.

Integrate into your existing processes

No need for your team to learn a new tool. Do everything via Slack, Zendesk, Salesforce, etc.

Be assured that your data is secure

Your data is visible to no one outside your company. We’re SOC II, HIPAA and GDPR compliant.
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