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SortSpoke for Managing General Agents

Win More Business with Faster, Smarter Submission Triage

MGAs need insurance submission solutions to help them face unique challenges: complex risk submissions, high broker volumes, and increasing competition.

SortSpoke helps you triage and process insurance submissions 5X faster, reduce quote turnaround time by 75%, and make more accurate underwriting decisions—giving you a competitive edge to win more business.

MGA-Software

SortSpoke is used by innovative insurance carriers & MGAs
to transform their submission processing

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Augmenting Your MGA with AI is the Future

45%

Process 45% more submissions than doing them manually.

100%

Ensure 100% data quality by keeping your experts in the loop.

75%

Improve your quote turnaround time by 75% , even for the most complex risks.

Unique Challenges Require Unique Solutions

SortSpoke is built to address the specific submission processing challenges that limit MGA growth and profitability

Challenge

High submission volume

MGAs often struggle to process large volumes of complex, unstructured submissions quickly enough to respond to brokers competitively.

How SortSpoke Helps:

Automatically extracts data from submissions 5X faster, enabling your team to process more business without adding staff.

Benefits:

  • 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.
  • All data is traceable ensuring compliance.

 

1Multi-Source Document Intake
Intelligent Prioritization with TriageAI

Challenge

Identifying the right risks first

Finding the best submission opportunities is like searching for needles in a haystack, causing underwriters to struggle to prioritize high-value risks.

How SortSpoke Helps:

SortSpoke's TraigeAI helps you identify and prioritize the right risks quickly so your team can focus on being the first to quote.

Benefits:

  • 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.

Challenge

Complex risk assessment

MGAs specialize in complex risks that require extensive data collection and analysis from unstructed submissions.

How SortSpoke Helps:

Uses AI to identify and extract hard-to-find data points from any document format, providing underwriters with complete risk insights.

Benefits:

  • Get the data you need from any document accurately.
  • Handle even the most high-complexity documents with ease.
  • Manage powerful extraction AI and enrichment without needing technical skills.
Customizable Triage Rules1
Underwriter Augmentation

Challenge

Limited staff resources

MGAs often have lean underwriting and IT teams that can struggle to scale operations during periods of high submission volume.

How SortSpoke Helps:

SortSpoke combines our easy-to-use AI with your underwriting team's experience, expertise, and nuanced judgment.

Benefits:

  • Easily align with your underwriters' existing processes.
  • Your team leads, with AI 
    supporting their expertise.
  • Easy IT integration with downstream systems like workbenches and policy systems.

Featured Insurance Blogs

Read the top Insurance articles from the SortSpoke Blog

What is Loss Run Automation?
Insurance
What is Loss Run Automation?
by SortSpoke
Learn how loss run automation helps insurance teams process submissions 5X faster while maintaining accuracy and control through AI and human review.
What is Insurance Automation?
Insurance
What is Insurance Automation?
by SortSpoke
Learn what insurance automation really means and how it transforms insurance operations efficiency. Discover how insurance automation solutions help the insurance industry.
2025 Global Insurance Outlook: E&Y Report Outlines Growth Through Technology and Data-Driven Transformation
Insurance
2025 Global Insurance Outlook: E&Y Report Outlines Growth Through Technology and Data-Driven Transformation
by SortSpoke
EY's 2025 Insurance Industry Outlook reveals how AI-powered document processing and human-in-the-loop validation are critical competitive advantages.

Expert MGA Underwriting Teams

Augmenting your team's expertise with AI to overcome the submission processing bottlenecks that limit MGA growth and profitability is the future.

With more submissions than ever, MGAs face - a critical shortage of underwriters to review them all.

Hiring more underwriters is difficult with the critical shortage in the market.

Submissions are too messy and subjective for current AI solutions to replace your people.

AI falls short when it aims to remove human underwriters from the process.

SortSpoke solves these challenges because we know augmenting your people with AI is the future.

Give your MGA the competitive advantage you need to grow.

The future of insurance is humans augmented by AI.

SortSpoke easily handles the most common & most complex submissions.

MGAs using SortSpoke have improved submission processing times by 5x.

SortSpoke augments your underwriters' expertise with AI instead of trying to replace them.

MGA Insurance Submission Solutions

AI in underwriting should complement your team, not replace them — the value of their experience is unmatched.

Instead, use AI to support your underwriters’ expertise and decision-making.

#4 - SortSpoke

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.

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#6 - SortSpoke

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.

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OUR #1 RESOURCE

Buyer’s Guide to AI-Powered IDP Software for Insurance

There are 100+ criteria to consider when vetting IDP solutions. Fortunately, we’ve done the homework for you and have compiled the “Cliff’s Notes” in this guide.

checklist

Getting Started with SortSpoke

We know MGA underwriting teams are crazy busy.

We make it easy to demo and try out SortSpoke on your submissions in three steps.

1

Preview SortSpoke with a demo.

Get an in-depth demo of SortSpoke and explore how it fits your use case.

2

Experience SortSpoke with your documents.

Share your most common and most complex documents, and we’ll run a customized demo to show you how SortSpoke handles your use case.

3

Perform a Submission Health Check

Work with SortSpoke to see how it could work for your team. We'll process your submissions, and you'll see the results for yourself in as little as one week.

Customer Reviews

What our clients say about their results.

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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.”
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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"
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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."
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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."
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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."

Explore SortSpoke

Transform Your MGA Underwriting Operations

How we help underwriting teams process more submissions in less time with AI.

35

Insurance is in an underwriting talent crisis. But AI alone isn't the answer.

Human

Humans + AI: how to increase your submission review speed while keeping your human expertise in control.

38

SortSpoke can boost your teams submission review speed by 5x in just 30 days.

By clicking Book Now you're confirming that you agree with our Terms and Conditions.

GET A DEMO OF SORTSPOKE

See How SortSpoke Can Help You Process 5X More Submissions

After submitting, you'll choose your preferred demo time. No pressure - pick a slot that fits your schedule.