Complete ACORD packets from data you already have
Extract, enrich, map, and validate ACORD and supplemental fields. Producers review exceptions and sources before AMS writeback.
From prospect email to approved AMS writeback
The nine-step workflow keeps source collection, enrichment, mapping, validation, producer approval, and system-of-record updates visible.
- Trigger the submission Start from a producer action, forwarded prospect email, or configured AMS event.
- Pull the existing insured record Read existing insured and policy data from Applied Epic, EZLynx, or AMS360 when available.
- Enrich the legal entity Check SOS status, FEIN, UCC liens, formation details, and registered agent data.
- Enrich each location Verify square footage, building class, permits, and other property attributes.
- Build the canonical field set Reconcile name, DBA, FEIN, ownership, revenue, class codes, and loss history.
- Populate forms and supplementals Map candidate values into ACORD 125, 126, 130, 140, and supported carrier supplementals.
- Validate every discrepancy Compare the AMS, entity API, property data, prior-year documents, and email chain.
- Approve, then write back (steps 8-9) Review the side-by-side diff, approve values, and write only approved data to the AMS.
Keep the AMS as the system of record
InsuranceFlow can pull existing insured data, hold discrepancies for producer review, and write approved values back through configured connectors. Behavior depends on AMS permissions and workflow scope.
Bring one live ACORD packet to the demo
Share a representative submission, the forms your team fills, monthly volume, and your AMS. We will map sources, exceptions, producer controls, and writeback fit.
The manual work adds up
At 200 new-business submissions per month, the provided workflow model estimates 400 producer hours. Results vary by packet complexity, source quality, and integration scope.
- Manual full-packet preparation ACORD 125, 126, 130, 140, plus two to five carrier supplementals. ~2
- Producer time at 200 submissions Calculated from the two-hour manual packet baseline. 400
- Quoting AI adoption Industry quoting AI adoption rate cited in the supplied workflow brief. 71
- Manual time per form Typical range cited for filling one form by hand. 20-45
- Automated packet population Observed for the supplied Maui Fish House walkthrough. <2
- Producer review Estimated review time after population and exception checks. ~5
See the workflow on real agency data
- Read the 17-page prior-year quote Document AI reads Pekin Quote 0083249165, all 17 pages, plus the prospect email. It extracts declarations-page values and preserves page-level source context.
- Resolve the insured and locations Deep Research Engine reconciles Coconuts Holdings, LLC, DBA Maui Fish House, two Arizona locations, Class 09661, $2,500,000 in combined annual sales, and Ambassador Group / Pekin BOP across AMS, Cobalt, ATTOM, and prior-year records.
- Populate the ACORD packet In the supplied walkthrough, InsuranceFlow maps the canonical field set into ACORD 125, 126, and 140 plus the Pekin Deluxe BOP supplemental in under two minutes.
- Review, approve, and write back The producer sees 41 fields auto-populated and two flagged for review in a side-by-side diff. After approval, Connector Engine writes only approved values to the AMS and retains the audit record.