Take control of submission chaos and automate the process to increase your submission-to-quote ratio.
Take control of submission chaos and automate the process to increase your submission-to-quote ratio.
What once was a messy and time-consuming process, will feel effortless, giving your underwriting teams the confidence to write better business, faster.
We recognize that organising submission data is critical to the success of your underwriting process.
From the insertion of customer-defined rules to automatically identifying the appropriate SLA – Smart Submission provides the insurance expertize and workflows to support this
Advanced AI to extract data, auto-populate submissions, and highlight any missing information.
Configurable workflows, duplication and knock-out rules, and the ability to manage submission priorities.
Central visibility of submission status to be able to track at individual and team levels and identify bottlenecks.
Submissions are enriched with third-party data APIs to improve the quality of data on your submissions.
As soon as a new submission is received, advanced AI will review the content within the email and attached documents to intelligently assist the creation of your submission.
This means that your submission will be worked on the second it arrives.
Smart Submission lifts data directly from the submission, to preserve data quality and save manual effort by avoiding rekeying.
Users can toggle easily between the inbox and triage board to review submissions where required.
Submissions are enriched and marked as either high, medium, or low priority – these are automated rules set by you that help pre-determine the priority of the submission.
Depending on how confident you are with the data you are receiving, this can also help you automate declines.
Your submission triage can be set up for teams to self-serve, or for managers to bulk assign incoming submissions.
Smart Submission will extract and auto-populate or suggest data that has been extracted during the pre-processing.
We use data services to work behind the scenes to enrich your submission data.
These data services include a wide range of integrations that can be aligned with your requirements.
Once you have the data required to create the risk, submissions can be created directly to your Workbench or your platform of choice.
Give your teams a real-time view of the Smart Submission shared inbox.
Data extraction to create submissions with unstructured data.
Submissions can be created automatically with little to no rekeying.
Automated submissions can increase your submission-to-quote ration
Provide your teams with a view to efficiently triage and manage submissions inbox.
Advanced rules can be created to determine appetite and other business preferences.
Set your SLAs and logic to manage submission timing and prioritization.
Submissions can be sent to your Workbench or platform of your choice.
Schedule an appointment today and learn how you can manage inbox chaos and speed-up submissions with automated extraction and processing.
Smart Submission can automate and organise your submissions to increase your submission-to quote ratio.
Smart Submission is available as a stand-alone product or as part of Send Underwriting Workbench. Download NowRelated Components