INDUSTRIES
P&C Insurance Automation: Boost Submission Review Speed by 5X with Human-in-the-Loop AI
SortSpoke combines AI-powered insurance automation with your underwriters' expertise, allowing P&C carriers to focus on profitable risks and reduce submission bottlenecks.
- Fast & accurate document intake
- Triage priority submissions
- AI-powered data extraction & enrichment
- Simple, powerful, and transparent AI
Trusted by leading P&C carriers
THE P&C SUBMISSION BOTTLENECK
Key Challenges for P&C Insurance Automation
With more submissions than ever, P&C carriers face a critical shortage of underwriters to review them all. Insurance automation needs to augment your people, not try to replace them.
Where current approaches fall short
Underwriter talent shortage
Hiring more underwriters is difficult with the critical shortage in the market — and every unfilled seat is a submission your team can't get to.
Messy, subjective submissions
Submissions are too messy and subjective for current AI solutions to replace your people. Generic OCR can't handle the variety P&C carriers see.
Replace-the-human AI falls short
AI falls short when it aims to remove human underwriters from the process. The carriers winning use AI to augment expertise — not replace it.
FEATURE 1 — TRIAGE
Intelligent Prioritization with TriageAI
SortSpoke's TriageAI helps you identify and prioritize the right risks quickly so your team can focus on being the first to quote. Customize rules to match your appetite and your team's workflow.
- Quickly identify valuable risks so underwriters can place high-priority business faster.
- Customize triage rules to focus on appetite submissions most likely to bind.
- Reduce time spent on low-value submissions, boosting team efficiency and performance.
FEATURE 2 — EXTRACTION
AI-powered Document Processing
SortSpoke allows underwriters to quickly process and intake a wide range of document types — applications, SOVs, loss runs, and emails — organizing them into a single workflow in moments, all without needing technical support.
- Augment your team's speed without sacrificing accuracy.
- Handle a huge variety of document types with ease.
- Human-in-the-loop (HITL) ensures operational risk is minimized.
FEATURE 3 — COPILOT
Underwriter Augmentation
SortSpoke combines our powerful AI with your underwriting team's experience, expertise, and nuanced judgment. Your experts stay in control while AI handles the repetitive, time-consuming work.
- Easily align with your underwriters' existing processes.
- Your team leads, with AI supporting their expertise.
- Improve efficiency without compromising accuracy.
CASE STUDY
"SortSpoke has made one of the messiest and most manual problems in underwriting easy to solve. Turning documents into high-quality data is a core capability that enables RGA to deliver the future of digital life underwriting with faster review times, better risk assessment and greatly reduced the manual effort required to review the complex documents required for life insurance applications."
— [Customer name pending review], VP Underwriting Business Solutions, RGA
How SortSpoke processes a submission
Documents arrive
Email, portal upload, or API — SortSpoke ingests every format your carriers receive.
AI extracts
Insurance-specific models classify the doc and pull fields with confidence scores.
Underwriter validates
Low-confidence fields surface for human review; high-confidence flows straight through.
Fits where you already work
UiPath
Embedded AI extraction within UiPath automation workflows
Pega
Document intelligence inside Pega process automation
Agile
Seamless data extraction within Agile insurance workflows
OneDigital
Automated quoting intake — OneDigital case study customer
UiPath
Embedded AI extraction within UiPath automation workflows
Pega
Document intelligence inside Pega process automation
Agile
Seamless data extraction within Agile insurance workflows
OneDigital
Automated quoting intake — OneDigital case study customer
Built for security and compliance
SOC 2 Type 2
HIPAA Compliant
PCI DSS Compliant
ISO Certified
Data isolation
Your documents never leave your tenant.
Encrypted in transit and at rest
TLS 1.3, AES-256.
Audit trail
Every extraction logged with confidence and reviewer.
Feedback has been positive. The system is intuitive, so there was limited training. People are really excited about the process and what they can do with SortSpoke. We're seeing good adoption.
Common questions from P&C carriers
Most carriers are live in two weeks. SortSpoke embeds in your existing workflow — no platform migration.
Your tenant is isolated. Models are insurance-trained, never re-trained on your data.
99%+ on standard ACORD forms out of the box. Confidence scores surface anything that needs review.
Yes. SortSpoke runs as a sidecar service and writes extracted data into your existing system of record.