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Underwriting submissions and claims intake — extracted, checked and routed the day they arrive.
Each process on this page is sold from its own page, in every format. No call.
In the words a team uses for them. Every row is a standard blueprint: what arrives, what happens, who approves, a free template, and what it costs to have it installed or run for you.
| The work, as you describe it | The automation | Steps | From | Run for you |
|---|---|---|---|---|
| Underwriters spend most of the day assembling files, not underwriting. | Automated Insurance Underwriting Intake | 8 | $49 | $297/month |
| The first day of every claim goes on creating the record, verifying coverage and deciding who handles it. | Insurance Claims Intake | 8 | $49 | $297/month |
A broker submission is read, checked for completeness, rated and summarised before an underwriter opens it.
Every message a person sees is drafted, never sent, until that type of message has earned auto-send in the first weeks.
Proof
Real engagements; names, places and some numbers changed under NDA.
Installed in the accounts the team already pays for. No new login; you own the result. A tool not listed is named in the order and confirmed by email before anything is installed.
FAQ
The 2 on this page — automated insurance underwriting intake, insurance claims intake. Each is a standard blueprint with a free template; start with the one that eats the most hours, usually automated insurance underwriting intake.
Most often Third-party data providers, Claims system (Guidewire ClaimCenter, Duck Creek, Snapsheet, in-house), Policy admin, Telephony (Five9, Talkdesk). The automation is installed in the tools the team already pays for; you own the result, and there is nothing new to log into.
No call. Installed for you: $249 one-time, live within two working days of access, with a recorded walkthrough and 30 days of fixes. Run for you: a monthly subscription with setup and maintenance included. Not sure which process first: the free audit — a few questions, the plan in minutes.
Wherever money, a customer or an employee record is involved: an approval step is part of every blueprint on this page, and the first weeks run in approval mode — the automation drafts, a person confirms — until a message type has earned auto-send.
When one of the blueprint's custom conditions is you — usually a system without an API, a rule set nobody has written down, or volume that needs its own infrastructure. Custom builds start at $2,000, are scoped by email from the audit, and the package or the first month is credited against them.
Not sure which first?
Describe the work that repeats and answer a few one-tap details. The plan names the process to start with, one option, one price — on the page and in your inbox in minutes. No call.