Skip to main content

Agent · Spec in review

Commercial Submission Intake & Triage Agent

Ingests broker submissions (emails, ACORD apps, loss runs, SOVs), extracts and cleans risk data, flags missing information, and ranks submissions by appetite and portfolio fit for underwriter attention.

Full spec in reviewSemi-autonomousComplexity: Medium
The full specification - workflow, tools, guardrails, handoffs and evaluation set - is in review and will replace this page when published.

What it does

  • Classify and extract from ACORD 125/126/140, loss runs, SOVs and supplemental apps
  • Enrich with third-party data
  • Score appetite and portfolio fit
  • Prioritize the queue by hit ratio and premium potential
  • Request missing information from brokers

Systems and data it works with

  • Sixfold
  • Duck Creek Agentic Underwriting Workbench
  • Send (acquired by Duck Creek)
  • Guidewire PolicyCenter
  • Broker email
  • Verisk/ISO and third-party data