Start automated insurance underwriting intake — $297/month, setup included

Every submission is triaged within an hour: out-of-appetite declined with a reason, incomplete ones bounced to the broker with a precise list, and the rest in the underwriter's queue with the data in the system, third-party checks done and the questions to ask. Quote turnaround and hit ratio both improve because the underwriter starts with a file, not a pile.

Start · $297/month Read the blueprint first

BlueprintAutomated Insurance Underwriting Intake
Price$297/month · setup included
BillingMonthly from today · cancel any time
Starts whenSubmissions inbox (Outlook / Gmail) + broker portal event
Steps8, with an approval step where money or a customer is involved
You keepThe automation, whatever happens — it is yours if you leave

What you do

Invite [email protected] to the accounts below — read-only where possible, about 20 minutes.
Answer the two or three questions in the checklist email: your rules, quiet hours, who approves.
Approve the first runs from your phone until you say “let it run”.

What the subscription includes

Set up, hosted, watched, reported.

Setup and configuration to your tools, with an approval step wherever money or a customer is involved
It runs on our servers — or in your own automation tool if you already run one
Monitoring, and fixes when a connected API or model changes
Small improvements as you ask for them, inside the blueprint's scope
A monthly report: handled, approved, exceptions — and what the exceptions map to
Cancel monthly; the automation stays yours either way

The subscription covers a single line of business with standard ACORD forms and up to 300 submissions a month. Multi-line appetite logic, rater integration and policy-admin integration are a custom build; carriers and MGAs usually need the custom path. Subscription terms: billing, cancellation, fixes, your files.

Access we will ask for

Read-only where possible, scoped to what the workflow touches. The checklist with exact steps arrives by email right after payment.

Tool	Why
Claude	Attachment classification, data extraction, summaries, broker requests
Policy admin / workbench (Duck Creek, Guidewire, Applied, or in-house)	System of record
Third-party data providers	Property, verification, sanctions
Outlook / Gmail	Submissions and broker correspondence

The first month

Day by day.

TodayPayment confirmed; you get the access checklist for the accounts the blueprint touches.
Days 1–2You invite [email protected] to the three or four accounts the automation touches — read-only where possible, about 20 minutes, revocable any time. We configure the blueprint to your tools and your rules.
Days 3–5First runs on real records, with you approving each one in Slack or email until you say “let it run”.
LiveIt runs. Exceptions come to a person; everything else is logged in the tool where it happened, tagged as automated.
1st of the monthThe report: handled, exceptions, what changed — and, when an exception type is large, the custom trigger it maps to.

Before you pay

Three things that make it a custom build instead.

If one of these is you, the subscription would spend its first month logging exceptions. Run the free audit and the plan prices the custom version ($8,000–15,000 one-time) next to the standard one — by email, no call.

Free audit instead

More than one line of business with appetite rules that interact.

Integration with your rater or policy-admin system so the file is quoted, not just assembled.

Submissions above 300 a month, or non-standard forms that need their own extraction templates.

Start

Automated Insurance Underwriting Intake · $297/month

Card checkout on Stripe. The access checklist and the first-month plan land in your inbox within a minute; setup starts when you reply.

Start · $297/month How pricing worksPrefer to talk first? [email protected] · free audit

Loading…