Process Automation for Commercial Insurance Applications

True process automation begins by fixing the biggest bottleneck: manually collecting and verifying applicant documents. Stop chasing paperwork and start binding policies faster with automated document collection.

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Why Underwriters Automate Document Collection

Our platform is designed to solve the unique document challenges of commercial insurance applications, from financial statements to previous policy records, ensuring you have a complete submission every time.

AI-Powered Document Validation

Use AI to instantly analyze submitted documents, validating their authenticity, checking for expiration dates, and ensuring completeness against your specific underwriting requirements.

Automated Applicant Follow-Up

Eliminate manual reminders. Our system automatically follows up with end-clients via email or WhatsApp, notifying them precisely which documents are still missing or invalid.

Real-Time Application Status Tracking

Gain complete visibility into every application. A centralized dashboard tracks the overall status of each end-client and every required document, so you always know what's ready for review.