Underwriting Automation for Canadian Insurers
Automate loss run report data extraction for faster, cleaner underwriting decisions — powered by human-in-the-loop AI
The submissions arrive faster than the team can read them. Hiring is not the answer, and neither is quoting less.
Canadian carriers sit at the end of a distribution chain that sends everything: broker submissions, MGA-produced business, completed CSIO applications, ACORD forms, loss runs from whichever carrier held the risk before, and schedules of values in CAD. Underwriting throughput is limited by how quickly a person can read all of it.
SortSpoke turns those documents into structured data your underwriters review rather than transcribe — so capacity comes from your existing team.
- More submissions handled per underwriter, without adding headcount
- Faster quote turnaround, which is what wins broker shelf space
- Canadian data residency available on request; data does not leave the configured region
- Human-in-the-loop, with an audit trail that stands up to a regulator's question
Where SortSpoke Sits in a Carrier Workflow
Extract Data Quickly
Ahead of the underwriter, behind the mailbox. Nothing about your rating logic or your policy system changes.
- Submissions land as they always have — broker email, MGA feed, portal upload, scanned attachments
- SortSpoke extracts the fields from the completed documents, at whatever quality the sender managed. No templates, no per-broker configuration.
- Your underwriter works from structured data, with per-field confidence scores flagging what genuinely needs a second look. Judgement stays with your team.
- Clean data moves into rating, policy admin or your triage queue, carrying a record of who reviewed which field and when
Deployed alongside your existing systems, not in place of them.
Extract Key Data 90% Faster
Underwriters can quickly and accurately extract data in a fraction of the time with 100% accuracy without the need for manual work, speeding up processes and reducing time spent on tedious work.
Prioritize High-Value Submissions
Not all submissions are created equal. Your team can customize triage rules and leverage intelligent prioritization to focus on the right risks that are most desired to bind.
Powerful, Simple, and Traceable
Underwriters can efficiently extract data with a system that’s easy to use and ensures every piece of data is traceable—without ever compromising on accuracy, even for the most complex submissions.
SportSpoke Platform | Security
Built for Enterprise
At SortSpoke, we understand that document processing in insurance and financial services demands the highest levels of security and compliance. Your sensitive data never leaves your control.
Our Security Foundation:
SOC 2 Type II compliant infrastructure built on AWS
Role-based access controls
Comprehensive audit logging and monitoring
Canadian Carriers Using SortSpoke
What SortSpoke Customers Say
Start With One Line of Business
The fastest evaluations we run start narrow and measure honestly.
Frequently asked questions
How does SortSpoke add underwriting capacity without adding headcount?
Underwriting throughput is limited by how quickly a person can read a submission. SortSpoke turns those documents into structured data your underwriters review rather than transcribe, so more submissions are handled per underwriter and the capacity comes from the team you already have. Headcount scales linearly with volume; extraction does not.
Do we have to replace our policy administration or rating system first?
No. SortSpoke sits ahead of the underwriter and behind the mailbox, deployed alongside the systems you already run. Nothing about your rating logic or your policy system changes, so intake can improve this quarter, independent of a multi-year core replacement.
Can SortSpoke handle submissions from brokers and from MGAs?
Yes. Business reaches a Canadian carrier from brokers directly and from managing general agents holding your pen, in different formats and at different levels of completeness — CSIO on one submission and ACORD on the next. SortSpoke extracts from the completed documents at whatever quality the sender managed, with no templates and no per-sender configuration.
How does document extraction affect quote turnaround?
Speed of first quote is largely decided by how long a submission sits before a human reads it. Removing the opening, finding, checking and re-typing shortens that wait. Brokers reward carriers who respond, so turnaround is a distribution argument rather than only an operational metric.
What can we evidence to OSFI, FSRA or the AMF?
SortSpoke is human-in-the-loop with a per-field audit trail: confidence thresholds you set per field, and a record of who reviewed which field and when, with no unsupervised decisioning. Federally regulated insurers answer to OSFI on technology, third-party and model risk, and provincially regulated insurers to FSRA in Ontario and the AMF in Quebec — the expectation lands on you, and the audit trail is what you show.
Where is our data processed?
Canadian data residency is available on request, and data does not leave the region your deployment is configured for. SortSpoke is SOC 2 Type 2 certified, with an annual audit and continuous monitoring, and provides documentation to support your own privacy assessments and your Quebec Law 25 privacy impact assessment.
Book a Demo
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Bring Your Docs
Upload your messiest loss runs to SortSpoke
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Watch us extract data from your files in real-time.
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See How SortSpoke Can Help You Process 5X More Submissions
After submitting, you'll choose your preferred date and time. Send a real submission ahead of the call — a broker email with attachments works best — and we will run it live.
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