Move submissions from inbox to review
Turn commercial insurance emails and documents into structured, enriched, ready-to-review work without replacing your core systems.
Improve the workflow before replacing the system
InsuranceFlow automates document-heavy commercial insurance work while preserving the agency management system as the core system of record. Automation handles repetitive preparation, and skilled teams retain decision ownership.
From information to confident action
Our vision is commercial insurance where information moves securely from submission to decision, with visible exceptions, clear approval points, and less time spent sorting documents or rekeying data.
From intake to ready-to-review work
- Submission Email Intake Receive submission emails and supporting documents, then organize the incoming work for processing.
- ACORD Data Extraction Structure relevant information from ACORD forms, including data used in commercial insurance submissions.
- Loss Run Extraction Extract loss history from varied loss run documents and present it for source review.
- Risk Research Support underwriting preparation with enriched information and evidence that professionals can evaluate.
- Visible Exceptions Surface incomplete, uncertain, or conflicting information instead of hiding it from reviewers.
- Existing System Workflows Move approved information into existing agency management system workflows, subject to integration scope and configuration.
What is insurance workflow automation?
Insurance workflow automation uses software and insurance-native AI to turn emails and documents into structured work, route exceptions for review, support risk research, and move approved informatio...
- 1. Receive emails and documents Capture submission emails, ACORD forms, loss runs, schedules, and supporting documents.
- 2. Classify and extract Identify document types and structure relevant commercial insurance information.
- 3. Validate and enrich Check available information and add supporting research or evidence where configured.
- 4. Route visible exceptions Send uncertain, incomplete, or conflicting information to the appropriate person.
- 5. Move approved work into the system Send approved information into existing agency management system workflows.
Start with submissions, then expand
Begin with a defined intake workflow, prove measurable value, and extend automation deliberately across the policy lifecycle.
- New submission intake and document preparation
- Renewal workflows with controlled review points
- COI and certificate of insurance processing
- FNOL intake and routing
- Servicing document intake and preparation
- Underwriting research and appetite workflows based on confirmed scope
People own decisions and exceptions
InsuranceFlow supports skilled teams by preparing work and keeping uncertain, incomplete, or conflicting information visible. Reviewers resolve exceptions, approve outputs, and retain accountability for underwriting and servicing decisions.
Measure the workflow, not the promise
Establish a baseline before implementation. Attribute results to a defined workflow and qualify them by document quality, integration scope, and review requirements.
- Track elapsed time from receipt to ready-to-review work.
- Count manual touches across intake and preparation.
- Measure work completed within a defined period.
- Monitor uncertain, incomplete, and conflicting information.
Frequently asked questions
Direct answers about insurance workflow automation, integrations, deployment, measurement, and human review.
What is insurance workflow automation?
What does InsuranceFlow automate?
How does InsuranceFlow automate commercial insurance submissions?
Does InsuranceFlow replace an agency management system?
Can InsuranceFlow integrate with Applied Epic, AMS360, or EZLynx?
Where does human review fit into the workflow?
Does InsuranceFlow offer private deployment?
How should insurance automation results be measured?
Map one workflow with our team
Bring a current intake process to a workflow-focused demonstration. We will discuss documents, systems, review rules, integration scope, and measurable outcomes.