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.

Submission triage demo

Trusted by Leading Insurance Innovators

45%

Process 45% more submissions than doing them manually.

100%

Human oversight on every field — your experts stay in the loop.

75%

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

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.

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 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:

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.

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 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:

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

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6 Best Loss Run Processing Tools (2026)

by SortSpoke

Compare the top 6 loss run processing solutions: BPO, platform integrations, AI automation, and broker-side retrieval and extraction tools. Find your fit.

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What is a Loss Run Report

by SortSpoke

Learn what a loss run report is, what it includes, how to read one with examples, and how underwriters process loss runs faster with document automation.

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Insurance Submission Triage Explained: The Complete Guide

by SortSpoke

Learn what insurance submission triage really means and how it transforms underwriting efficiency. Discover how modern AI triage solutions help carriers.

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.

Underwriters or AI? >

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.

Large MGAs: Complex Submission Workflows and Security Review

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.

Who has to say yes

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.

How deep the integration goes

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.

What a large MGA has to prove that a carrier does not

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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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.

We know MGA underwriting teams are crazy busy.

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

Schedule Your Demo of SortSpoke

Preview SortSpoke with a demo.

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

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.

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.

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."