Description
The Submission Intake & Triage Agent automates the ingestion of insurance applications from various channels—online forms, scanned PDFs, or emails. Utilizing advanced OCR and document processing engines, this agent extracts key risk details, validates data completeness, and cross-checks against your CRM and Policy Administration System (PAS) to prevent duplicates. This means faster processing times, reduced manual data entry, and an immediate boost in operational efficiency. Perfect for both captive and independent agencies looking to elevate their intake process and ensure a clean, structured handoff to underwriting teams.
