Back-office employee

An underwriting employee that turns the submission into a clean risk file

It reads the broker submission in any format, extracts every field, pulls the third-party and prior-claims data, runs the appetite check, and lays a structured, triaged risk file on the underwriter's desk - so they spend their time on the risk, not on data entry.

Northwind Insurance
Threads
Huddles
Drafts
Channels
#general
#underwriting
#submissions
#random
Direct messages
AvaAPP
Priya Nair
# underwriting11 members
BIS|A</>
Message #underwriting
+@
>

The actual employee, working in your Slack.

Why teams trust it

On the desk. Already triaged.

Live intake
|
ACORD + loss runs from the broker
24/7
Intakes submissions the moment they arrive
Human-in-the-loop
Underwriters decide; it does the prep
Minutes, not 40
Submission keyed and structured in minutes
The process

How it works

Step 1

Reads the submission

Takes the broker submission in any format - ACORD, email, PDF, spreadsheets, loss runs - and reads it the way an intake analyst would.

Step 2

Extracts & enriches

Pulls every field into structured data, enriches it with third-party property, business, and prior-claims sources, and checks sanctions.

Step 3

Triages to the underwriter

Runs the appetite check, flags coverage gaps and missing info, and writes a clean, triaged risk file into the workbench - the underwriter decides.

Watch it work

From broker submission to a structured risk file

It reads the submission in whatever the broker sent, extracts the fields, enriches them with third-party and prior-claims data, runs the appetite check, and writes a clean, triaged file into the underwriting workbench.

Submission - Brightwell (ACORD)
SUBMISSION - ACORD
Sub #S-2204 - Received today
Brightwell Trading Ltd.
Line
Commercial Property
Locations3
TIV$4.2M
Prior claims2
Triage
In appetite
PolicyCenter/ Submissions / BrightwellTriage
Insured
TIV
Loss history
Sanctions
Appetite
Status
Source
Insured
TIV
Loss history
Sanctions
Appetite
Status
Integrations

Works in the tools you already use

GuidewireDuck CreekApplied EpicVeriskSalesforceSlack
Questions

Frequently asked

The messy reality of the broker inbox: ACORD forms, emails, PDFs, spreadsheets, and loss runs. It reads them the way an intake analyst would, extracts the fields, and structures them - so underwriters stop spending 30-40 minutes keying each submission before any risk work begins.

No. It does the intake and prep - extracting, enriching, checking appetite, and flagging gaps - and hands a clean, triaged file to the underwriter, who makes the risk and pricing decision. It prepares; the underwriter decides.

Third-party property and business data, prior-claims and loss history, and sanctions and watchlist checks - so the underwriter opens a file that's already enriched, not a bare submission they have to research.

Your underwriting and policy systems - Guidewire, Duck Creek, Applied Epic - plus your data sources, writing the structured submission straight into the workbench, so there's no custom integration to start.

Related
AI FNOL & claims intakeAI claims processingAI employees for insuranceAll AI employees

Your first AI employee
is one call away

Caesar will call you right now, introduce himself, and show you exactly how this works.