Cycle time · MGAs & Specialty P&C
AI Submission Intake for MGAs
Score, extract, and route submissions before an underwriter opens the PDF pile—without replacing your policy admin system.
Primary search: submission intake automation MGA
The problem
Binding-authority desks burn hours on files that should never have been opened. Brokers send incomplete packs. The good submissions wait behind the junk.
How we ship it
- 01Ingest email and portal submissions into a structured workbench
- 02Extract ACORD fields, loss runs, and named insureds with citations
- 03Score completeness and likely appetite fit before human review
- 04Route declines and referrals with a reason the desk can defend
Outcome
Underwriters open scored files. Quote-to-bind starts earlier on the work that can bind.
KPI: Cycle time
Related searches this page covers
- submission intake automation MGA
- AI agent for insurance submissions
- MGA submission triage AI
- AI consulting for insurance MGAs
More MGAs & Specialty P&C workflows
All MGAs & Specialty P&C →Frequently asked questions
Will this auto-decline business?
Not in v1 unless you want it. Default is score + draft decision for human confirm. Auto-decline only on rules you lock in discovery.
Do we have to rip out our policy admin system?
No. We orchestrate against the PAS and the submission inbox you already have. The first mandate is intake, extraction, and scoring, not a core-system replacement.
How is this different from an insurtech platform?
You own the code, the evals, and the models in your cloud. We are not a multi-tenant underwriting workbench. Scoped production in 6–10 weeks, then your team runs it.
How do you scope AI for our industry?
Week-one discovery locks business KPIs—revenue, cost, risk, or cycle time—not model vanity metrics. We map your data sources, compliance constraints, and existing stack, then propose a fixed-scope mandate with acceptance criteria or redirect you to a simpler path.
Do you have experience in our sector?
Proven depth sectors (financial services, federal, real estate, telecom, higher education) reflect production systems we've shipped. Growth and operator verticals (MGAs, credit unions, property management, 3PL, RCM, staffing, licensed iGaming, FFL) are selective mandates where those patterns transfer with industry-specific tuning. Biotech, insurance, and regulated work often runs under NDA.
What do we get at the end of an engagement?
Deployable code in your repos, monitoring and runbooks, documentation your team can operate, and knowledge-transfer sessions. The Production Standard is contracted in writing—no handoff to a junior bench after the sale.
The Production Standard
The Production Standard
Six commitments contracted in writing on every engagement.
01
Deploy or redirect
If AI isn't the right tool, we say so in week one and redirect budget to what will ship. No POC theater.
02
Metrics before models
Business KPIs locked in discovery. Model selection follows the metric, not the hype cycle.
03
Governance from day one
Model cards, access controls, evaluation harnesses, and audit trails, not a compliance bolt-on at go-live.
04
Production artifacts
Deployed code, monitoring dashboards, CI/CD pipelines, and incident runbooks. Not recommendations for someone else to implement.
05
6-week production target
Scoped projects designed for production in 6–10 weeks. Boutiques move; global programs wait for steering committees.
06
Capability transfer
Your team can operate, extend, and maintain what we build. IP and documentation transfer is included, not upsold.
Every scoped project includes a production deliverable checklist signed off before close. If we can't commit to deployable output, we won't take the engagement.
Selective intake · 2026
Your next system shouldship to production.
Agentic development from architecture through deployment, with the Production Standard contracted in writing.