Smart Submission Auto Triage
Supporting emails, pdfs, portal and API delivered submissions, setting up a structured submission matched with UW appetite and rules to flag risks matters the most, helping underwriters efficiently evaluate and prioritise submissions for faster risk assessment.
Smart Submission Engine Configurable appetite rules
Submission Intake
Supporting traditional email based submissions by connecting mailboxes, digital submissions via partner portals or APIs, setting up workflow tasks and submission record ready for underwriting.
Submission Triage
Automatically assess the submission data against the configured appetite and risk assessment rules, flagging the risks with red flags for Underwriter reviews.
Submission Tracking
Monitor real time status updates and progress of each submission in the workflow from intake to ready for underwriting.
Submission Routing & Notifications
Route to right team and people, alerts and reminders to stakeholders about submission milestones and deadlines.
AI Submission Management
Submission record created in the UW Workbench. Underwriter reviews a pre-populated risk and client data, not an inbox.
Manage submissions in our underwriting workbench or integrates with your underwriting system, delivering structured risk data ready for underwriting.
Integration and Delivery Partners
Our platform is built to connect with the tools you use and the people who help you grow.