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
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.
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.
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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.
