Insurance submission intake is one of the most time-consuming parts of underwriting. Brokers send in scattered documents (spreadsheets, PDFs, emails) all in different formats. Underwriters then spend hours manually extracting key data, validating information, and reformatting it to fit their systems.
This outdated process slows down underwriting, delays quotes, and increases the risk of errors. In a competitive market where speed and accuracy matter, insurers need a better way.
The Solution: AI-Powered Submission Intake
AI transforms submission intake by automating data extraction, validation, and processing, turning what once took hours into minutes. Here’s how:
AI scans emails, PDFs, and spreadsheets, instantly pulling out key values like:
✅ Coverage limits
✅ TIV (Total Insurable Value)
✅ Property details
✅ Effective dates
✅ Loss history
Instead of manually sifting through attachments, underwriters get clean, structured data instantly.
AI doesn’t just extract data, it ensures accuracy. The system:
🔍 Flags missing or inconsistent information
🔍 Identifies mismatched values
🔍 Catches errors before they reach underwriting
This prevents back-and-forth emails with brokers, speeding up decision-making.
Once data is extracted and validated, AI automatically populates underwriting platforms, CRMs, and policy systems, eliminating:
❌ Manual data entry
❌ Duplicate records
❌ Formatting inconsistencies
The result? A smooth, end-to-end workflow with fewer human touchpoints.
With real-time dashboards, insurers can:
📊 Track submission progress
📊 Get alerts when action is needed
📊 Identify trends to optimize underwriting workflows
AI doesn’t just speed up intake, it makes the entire process smarter.
Insurers using AI for submission intake are already seeing game-changing results:
🚀 10x faster processing – Submissions handled in minutes, not hours.
✅ 80% fewer errors – AI validation catches discrepancies early.
💡 30% faster quote turnaround – Speeding up responses keeps brokers satisfied.
Manual processing is slow, inefficient, and prone to errors. AI-powered submission intake transforms the workflow, allowing insurers to work smarter, move faster, and stay ahead of the competition.
Ready to automate your submission intake?
Reclaim your time for strategic work and let AI Assistants handle the busywork. Schedule a demo to see how you can achieve more, faster.