Your underwriters can only work on a fraction of the submissions you receive every day.
SortSpoke TriageAI helps you automate insurance submission triage to ensure they work on high-potential, on-risk submissions first so that you're maximizing your revenue potential and profitability.
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Optimizing underwriting submission triage in insurance requires an approach of AI-powered automation and human expertise. SortSpoke's TriageAI helps insurance carriers and MGAs process incoming submissions 5X faster by automatically extracting key data points, applying risk appetite rules, and prioritizing high-value opportunities.
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.
Not all submissions are created equal. Your team can automate insurance submission triage with customizable triage rules and leverage intelligent prioritization to focus on the right risks that are most desired to bind.
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.
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AI improves insurance submission triage by automating document intake, extracting key data from unstructured documents, applying underwriting guidelines consistently, and prioritizing submissions based on risk appetite. The most effective solutions, like SortSpoke, maintain human oversight to ensure 100% data quality while processing submissions 5X faster than manual methods.
Benefits:
AI-powered submission triage transforms traditional manual processes by automating document classification and data extraction. While underwriters typically spend 40-60% of their time on data entry, SortSpoke's AI extracts key information from complex documents without templates. The system identifies quality issues immediately, applies consistent rules, and learns from underwriter feedback in real-time—all while maintaining human oversight for accuracy and compliance.
Benefits:
SortSpoke effectively triages virtually any insurance submission document, including ACORD forms, loss runs, SOVs, supplemental applications, engineering reports, financial statements, and unstructured emails. The platform handles complex, variable-format documents that challenge traditional OCR systems. It extracts key data points like policy information, exposure details, loss history, property values, and risk-specific factors.
Benefits:
SortSpoke's human-in-the-loop AI approach allows underwriters to remain central to the triage process, shifting from manual data entry to higher-value activities.
They review and approve AI-extracted data, ensuring accuracy while providing feedback that improves the AI's performance.
This collaborative approach maintains underwriting control and judgment while eliminating repetitive tasks, allowing underwriters to focus on complex risk evaluation and relationship management.
Benefits:
SortSpoke's submission triage solution integrates seamlessly with existing underwriting workflows through flexible APIs and pre-built connectors. The platform pulls submissions from email inboxes or document systems and pushes extracted data to policy administration systems or rating engines.
Implementation takes days rather than months, requiring minimal IT resources. This enhances current processes rather than replacing them, maintaining business continuity while immediately improving efficiency.
Benefits:
