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.
Process 45% more submissions than doing them manually.
Human oversight on every field — your experts stay in the loop.
Improve your quote turnaround time by 75% , even for the most complex risks.
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:
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:
MGAs specialize in complex risks that require extensive data collection and analysis from unstructured submissions. At scale the purchase changes as well — what a large MGA’s committee will ask walks through the security, IT and procurement review.
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:
MGAs often have lean underwriting and IT teams that can struggle to scale operations during periods of high submission volume. How small and mid-size MGAs buy submission automation covers the deployment shape that gets a first program live without an IT project.
How SortSpoke Helps:
SortSpoke combines our easy-to-use AI with your underwriting team's experience, expertise, and nuanced judgment.
Benefits:
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.
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.
Instead, use AI to support your underwriters’ expertise and decision-making.
Underwriters extract data in a fraction of the time, with 100% human oversight — every field either clears the confidence threshold you set, or your reviewers make the call.
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.
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.
Large MGAs do not buy like smaller MGAs. They buy the way a carrier buys: a committee evaluates, IT and security clear the vendor, procurement owns the paper, and capacity providers may hold audit rights over how the MGA handles their business. SortSpoke is built to be examined that way, with SOC 2 and HIPAA compliance, per-field confidence thresholds your team sets, and an audit log recording who reviewed which field and when.
A committee, in which the evaluator does not sign. Underwriting operations proposes, security and IT each hold a veto, and procurement controls the contract. The limiting factor on the timeline is the review queue rather than the software, which is why the security conversation should start before the pilot rather than after it.
Deep, by requirement rather than by preference. A SortSpoke deployment at this size puts API integration into policy administration and workflow, SAML single sign-on, role-based review queues, retained audit history and a defined hosting region in scope on day one, and a scoped pilot with written success criteria precedes a phased rollout program by program across binding authorities.
Delegated authority runs both ways: you answer to your capacity providers for the quality and consistency of the data you send back. Traceability therefore matters more here than raw throughput, and SortSpoke records the source location of every extracted field so a carrier audit of your process ends in evidence rather than a reconstruction exercise. Great American Custom, a specialty carrier operating under that kind of scrutiny, reports a 5x efficiency boost with SortSpoke.
The humans in the loop are your own reviewers. SortSpoke runs processing in software rather than in a vendor’s staffing model, which is the distinction a security review is usually trying to establish.
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OUR #1 RESOURCE
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.
We make it easy to demo and try out SortSpoke on your submissions in three steps.
Get an in-depth demo of SortSpoke and explore how it fits your use case.
Share your most common and most complex documents, and we’ll run a customized demo to show you how SortSpoke handles your use case.
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.
How we help underwriting teams process more submissions in less time with AI.
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