Submission Health Check

Turn Your Intake Process into a Competitive Advantage

The SortSpoke Submission Health Check (SHC) is the industry’s first
comprehensive analysis of your submission to quote process. We'll help you identify your biggest opportunities to:

Quote faster by accelerating submission turnaround times
Increase productivity by reducing manual work
Win more business by prioritizing the right submissions

See how to empower your team

Trusted by insurance carriers, MGAs,
and BPOs to improve intake and drive innovation

Minimize disruption

SortSpoke allows your team to stay focused on business objectives while we handle the entire process. Simply forward your submissions and we take care of the rest.

Benefits:

No underwriter downtime - your team continues working as usual.
Minimal IT requirements - SortSpoke can be up and running in hours.
No new tools to learn - Submission Health Checks work seamlessly within your existing workflow.

Process real-world data

We’ll process your real submissions with AI-driven triage and data extraction, providing real data on how the intake process could be augmented.

Benefits:

Fast Results with TriageAI – Process real submissions through AI-driven triage and extraction.
Uncover new opportunities – Identify bottlenecks and improvement areas based on actual data.
Measure impact – Gain real insights on turnaround times, productivity, and underwriter efficiency improvements.

Deliver actionable outcomes

We’ll analyze your submission process and provide actionable insights on opportunities to optimize efficiency and team performance.

What you will get:

Identification of bottlenecks in your intake process and pinpoint high-impact improvements.
Measurements on what matters including key KPIs affecting your combined ratio and submission-to-bind performance.
Opportunities to optimize for faster turnaround times, improve team productivity, and how to win more new business.

We know underwriting teams are crazy busy.

We make it easy to plan a Submission Health Check on your intake process in three steps.

Book Your Health Check Interview

Schedule an interview with us.

Start with a quick conversation to understand your current submission intake and underwriting process.

Share some data with us.

Provide a snapshot of your submission volume, team size, product lines, and tech stack to help us benchmark your process.

Send us some samples of your submissions.

Share a few recent submission examples so we can see how they’re structured, what they include, and what data you need.

What our clients say about their results.

P&C Manager

SortSpoke Customer

"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.”

Manager, Global Digital Underwriting

RGA International

"We’ve achieved great accuracy levels with SortSpoke. The training time was really quick and easy. We evaluated quite a few different systems and SortSpoke really stood out among the others"

Assistant VP of Analytics

Sortspoke customer

“I really like SortSpoke because of the ability to extract information from unstructured documents in a user-friendly, interactive way. No other product on the market does that. Others want you to create models, and pull information out, but they don't have the same kind of interface that allows you to correct through workflow."

VP Underwriting Business Solutions

RGA

“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."

Assistant VP of Analytics

SORTSPOKE CUSTOMER

"You guys are my favorite people.SortSpoke is my favorite vendor by far, and I don't say that lightly. I work with a lot of vendors."

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FREE RESOURCE

Submission Health Check Fact Sheet

Optimizing your submission intake starts with understanding the current process. Our Submission Health Check Fact Sheet breaks down the key steps so you can see exactly how to diagnose and improve your process.

Download your copy now

For many insurers, submission intake is

the least documented and measured part of the underwriting process—but it doesn’t have to be.

SortSpoke’s Submission Health Check helps insurers understand what changes they can make today to transform their intake process into a competitive advantage.

5X

Process incoming submissions 5X faster while maintaining control.

100%

Achieve fast 100% accurate data extraction by keeping your experts in the loop

50%

Increase submission to quote ratio by 50% in as little as 30 days.

Turn Your Intake Process into a Competitive Advantage

Trusted by insurance carriers, MGAs,
and BPOs to improve intake and drive innovation

Our Approach