Step 1
Ingest the ACORD
Drop a PDF or forward an email. We extract every field — insured, NAICS, locations, lines, loss runs — and normalize them into one record.
For wholesale commercial insurance brokers + MGAs
Your retail agents drop ACORDs in your inbox. Our agent reads each one, matches it to the carriers that actually want the risk, drafts the cover email, and waits for your reviewer. CSRs go from 200 submissions a month to 1,000 — without hiring.
Every retail submission needs the same boring work before it can move: read the ACORD, classify the risk, look up which carriers cover it in this state at this revenue, write a custom cover note for each one, attach the right forms, send.
A 20-person brokerage processes 200–600 of these a month. That's 60+ hours of CSR time that could be spent on the calls that close.
30–90 minutes per submission
Read the ACORD, normalize the data, look up carrier appetite, write the cover email, attach the right forms.
Carrier appetite changes weekly
Tribal knowledge in a CSR's head doesn't scale to new hires or new programs.
Lost submissions = lost revenue
Inbox triage is lossy. The ones you skip are the ones that would have bound.
Drop an ACORD, get back a reviewable submission package. Three steps, all automated, you stay in the loop on every send.
Step 1
Drop a PDF or forward an email. We extract every field — insured, NAICS, locations, lines, loss runs — and normalize them into one record.
Step 2
We score every carrier in your appetite library against the risk and surface the ones in-band, with rationale and risk flags called out for the underwriter.
Step 3
A custom cover email is drafted for each viable carrier, leading with the facts that matter to their appetite. You review, click send, and we track the quote-back.
Outcome-based. You pay for triaged submissions, not seats.
Trial
Free
50 triaged submissions / month
Production
$2,500 /month
Up to 500 submissions, then $5 each
Whale
$10k+ /month
Custom carrier integrations