Setup & Clearance
Today, carriers can’t even evaluate risk until a broker of record (BOR) has been confirmed and the submission has been set up for underwriting. And these preliminary steps are far from painless– operations and underwriting assistants manually key in data, check various systems for the BOR, and prep the submission for underwriting.
This process is manual, time-consuming, and costly.
To accelerate this routine, our AI-powered technology automatically extracts the key data fields you need to clear and set up both new and existing accounts.
With faster set up and clearing, you avoid the high cost of time and money of doing it manually and the completed data set from our pipeline arms you with insight into key risk factors that assist in the triage process.