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09
DECISION INTELLIGENCE

Triage Agent

Route submissions to appropriate underwriters based on risk class, territory, and capacity. Reduces response time by 60%.

Production Ready
Re/Insurance

The Problem

Broker submissions arrive via email, portal uploads, and fax, requiring manual review to determine the appropriate underwriter. This causes 24-48 hour delays and frustrated brokers who move business to more responsive competitors.

The Solution

AI-powered submission classification that instantly identifies risk class, territory, coverage type, and complexity level. Automatically routes to the appropriate underwriter with pre-extracted data and recommended actions. Reduces triage time from hours to seconds.

Key Benefits

Route 100% of submissions in under 30 seconds

60% faster response time to brokers

Eliminate manual triage workload

Load balancing across underwriter capacity

Priority flagging for strategic accounts

Return on Investment

Time Savings
95% reduction in submission triage time
Speed Improvement
Same-hour response vs. 48-hour industry average

Technical Specifications

Input Formats

  • Email submissions
  • Portal uploads
  • Fax documents
  • ACORD forms

Output Formats

  • Underwriter work queues
  • Email alerts
  • CRM updates
  • Analytics dashboards

Integrations

  • Underwriting workbenches
  • Email systems
  • CRM platforms
  • Workflow automation

Common Use Cases

01

Incoming submission routing and prioritization

02

Renewal assignment to account underwriters

03

Complex risk escalation to senior underwriters

04

Specialty class routing (cyber, D&O, professional)