90% faster intake
AI agent for Underwriting Assistants
From submission chaos to instant triage
Delegate submission intake to a specialized AI agent. It validates document completeness, extracts key underwriting data, flags missing forms, and routes complete submissions to the appropriate underwriter, freeing your team to focus on risk assessment and pricing.
Ideal for
Underwriting Teams
Submission Coordinators
Insurance Operations
See AI agent for Underwriting Assistants in action
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Time comparison
Time comparison
Traditional way
15-30 minutes per submission
With V7 Go agents
30-60 seconds
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Document Verification
Instantly validates that all required forms are present in the submission package, including ACORD applications, loss runs, financial statements, supplemental questionnaires, and property schedules.
Automated Document Verification
Instantly validates that all required forms are present in the submission package, including ACORD applications, loss runs, financial statements, supplemental questionnaires, and property schedules.
Automated Document Verification
Instantly validates that all required forms are present in the submission package, including ACORD applications, loss runs, financial statements, supplemental questionnaires, and property schedules.
Automated Document Verification
Instantly validates that all required forms are present in the submission package, including ACORD applications, loss runs, financial statements, supplemental questionnaires, and property schedules.
Missing Document Identification
Automatically flags any missing or incomplete documents and generates a clear list of outstanding items needed from the broker, eliminating back-and-forth email chains.
Missing Document Identification
Automatically flags any missing or incomplete documents and generates a clear list of outstanding items needed from the broker, eliminating back-and-forth email chains.
Missing Document Identification
Automatically flags any missing or incomplete documents and generates a clear list of outstanding items needed from the broker, eliminating back-and-forth email chains.
Missing Document Identification
Automatically flags any missing or incomplete documents and generates a clear list of outstanding items needed from the broker, eliminating back-and-forth email chains.
Key Data Extraction
Extracts critical underwriting data from submission documents—insured name, coverage limits, property locations, loss history, and financial metrics—into a structured format for immediate review.
Key Data Extraction
Extracts critical underwriting data from submission documents—insured name, coverage limits, property locations, loss history, and financial metrics—into a structured format for immediate review.
Key Data Extraction
Extracts critical underwriting data from submission documents—insured name, coverage limits, property locations, loss history, and financial metrics—into a structured format for immediate review.
Key Data Extraction
Extracts critical underwriting data from submission documents—insured name, coverage limits, property locations, loss history, and financial metrics—into a structured format for immediate review.
Intelligent Routing
Routes complete submissions to the appropriate underwriter based on line of business, coverage type, premium size, and team capacity, ensuring optimal workload distribution.
Intelligent Routing
Routes complete submissions to the appropriate underwriter based on line of business, coverage type, premium size, and team capacity, ensuring optimal workload distribution.
Intelligent Routing
Routes complete submissions to the appropriate underwriter based on line of business, coverage type, premium size, and team capacity, ensuring optimal workload distribution.
Intelligent Routing
Routes complete submissions to the appropriate underwriter based on line of business, coverage type, premium size, and team capacity, ensuring optimal workload distribution.
Quality Control Checks
Validates data consistency across documents, flags discrepancies between the application and supporting forms, and identifies potential red flags that require underwriter attention.
Quality Control Checks
Validates data consistency across documents, flags discrepancies between the application and supporting forms, and identifies potential red flags that require underwriter attention.
Quality Control Checks
Validates data consistency across documents, flags discrepancies between the application and supporting forms, and identifies potential red flags that require underwriter attention.
Quality Control Checks
Validates data consistency across documents, flags discrepancies between the application and supporting forms, and identifies potential red flags that require underwriter attention.
Audit Trail Documentation
Creates a complete record of the submission intake process with timestamps, document verification status, and routing decisions, ensuring full compliance and accountability.
Audit Trail Documentation
Creates a complete record of the submission intake process with timestamps, document verification status, and routing decisions, ensuring full compliance and accountability.
Audit Trail Documentation
Creates a complete record of the submission intake process with timestamps, document verification status, and routing decisions, ensuring full compliance and accountability.
Audit Trail Documentation
Creates a complete record of the submission intake process with timestamps, document verification status, and routing decisions, ensuring full compliance and accountability.
Validates completeness across all submission documents
To accelerate underwriting intake and routing.
Get started
Get started
Import your files
Salesforce
,
Microsoft Sharepoint Online
,
Google Drive
Import your files from whereever they are currently stored
All types of Insurance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your underwriting guidelines.
Connect AI to your underwriting guidelines.
Turn every submission into a verified, routed opportunity.
Turn every submission into a verified, routed opportunity.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Submission packages come in all formats. This agent handles everything from standard ACORD forms to broker-specific supplemental questionnaires, scanned loss runs, and multi-page property schedules. It processes documents regardless of layout or quality.
Input types
50+ languages
Low-Quality Scans
200 pages
Multi-modal
Document types
PDFs
Email Attachments
Complex Tables
ACORD Forms
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Submission packages come in all formats. This agent handles everything from standard ACORD forms to broker-specific supplemental questionnaires, scanned loss runs, and multi-page property schedules. It processes documents regardless of layout or quality.
Input types
50+ languages
Low-Quality Scans
200 pages
Multi-modal
Document types
PDFs
Email Attachments
Complex Tables
ACORD Forms
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Submission packages come in all formats. This agent handles everything from standard ACORD forms to broker-specific supplemental questionnaires, scanned loss runs, and multi-page property schedules. It processes documents regardless of layout or quality.
Input types
50+ languages
Low-Quality Scans
200 pages
Multi-modal
Document types
PDFs
Email Attachments
Complex Tables
ACORD Forms
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Submission triage requires precision. The agent uses multi-step workflows to accurately identify document types, extract key underwriting data, and validate completeness. This ensures underwriters receive clean, verified submissions ready for risk assessment.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Submission triage requires precision. The agent uses multi-step workflows to accurately identify document types, extract key underwriting data, and validate completeness. This ensures underwriters receive clean, verified submissions ready for risk assessment.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Submission triage requires precision. The agent uses multi-step workflows to accurately identify document types, extract key underwriting data, and validate completeness. This ensures underwriters receive clean, verified submissions ready for risk assessment.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every extracted data point and document verification is visually linked back to its source in the submission package. This provides a complete audit trail and allows underwriters to quickly verify the agent's findings with confidence.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every extracted data point and document verification is visually linked back to its source in the submission package. This provides a complete audit trail and allows underwriters to quickly verify the agent's findings with confidence.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every extracted data point and document verification is visually linked back to its source in the submission package. This provides a complete audit trail and allows underwriters to quickly verify the agent's findings with confidence.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Submission packages contain sensitive applicant information and proprietary underwriting data. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with insurance data protection standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Submission packages contain sensitive applicant information and proprietary underwriting data. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with insurance data protection standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Submission packages contain sensitive applicant information and proprietary underwriting data. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with insurance data protection standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Insurance Claims Automation Agent
Automates claims intake by extracting data from FNOL submissions, forms, and supporting documents.
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Insurance Claims Automation Agent
Automates claims intake by extracting data from FNOL submissions, forms, and supporting documents.
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Insurance Risk Assessment Agent
Analyzes risk engineering reports to identify hazards, extract COPE data, and summarize recommendations.
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Loss Control Report Analysis
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Recommendation Extraction
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COPE Data Extraction
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Answers
Answers
What you need to know about our
AI agent for Underwriting Assistants
How does the agent know which documents are required?
The agent is configured with your underwriting guidelines and submission requirements for each line of business. You can customize the required document list by coverage type, risk class, and premium threshold to match your specific underwriting standards.
+
How does the agent know which documents are required?
The agent is configured with your underwriting guidelines and submission requirements for each line of business. You can customize the required document list by coverage type, risk class, and premium threshold to match your specific underwriting standards.
+
How does the agent know which documents are required?
The agent is configured with your underwriting guidelines and submission requirements for each line of business. You can customize the required document list by coverage type, risk class, and premium threshold to match your specific underwriting standards.
+
Can it handle submissions from different broker portals?
Yes. The agent processes submissions regardless of source—email attachments, broker portal downloads, or direct uploads. It recognizes standard insurance forms like ACORD applications and adapts to various document formats and naming conventions.
+
Can it handle submissions from different broker portals?
Yes. The agent processes submissions regardless of source—email attachments, broker portal downloads, or direct uploads. It recognizes standard insurance forms like ACORD applications and adapts to various document formats and naming conventions.
+
Can it handle submissions from different broker portals?
Yes. The agent processes submissions regardless of source—email attachments, broker portal downloads, or direct uploads. It recognizes standard insurance forms like ACORD applications and adapts to various document formats and naming conventions.
+
What happens when documents are missing?
The agent generates a clear, itemized list of missing documents and can automatically draft a follow-up email to the broker requesting the outstanding items. This eliminates manual tracking and accelerates the completion of incomplete submissions.
+
What happens when documents are missing?
The agent generates a clear, itemized list of missing documents and can automatically draft a follow-up email to the broker requesting the outstanding items. This eliminates manual tracking and accelerates the completion of incomplete submissions.
+
What happens when documents are missing?
The agent generates a clear, itemized list of missing documents and can automatically draft a follow-up email to the broker requesting the outstanding items. This eliminates manual tracking and accelerates the completion of incomplete submissions.
+
How accurate is the document classification?
The agent achieves high accuracy by analyzing document content, not just filenames. It recognizes ACORD forms, loss runs, financial statements, and supplemental questionnaires even when they have non-standard names or are embedded in larger PDF packages.
+
How accurate is the document classification?
The agent achieves high accuracy by analyzing document content, not just filenames. It recognizes ACORD forms, loss runs, financial statements, and supplemental questionnaires even when they have non-standard names or are embedded in larger PDF packages.
+
How accurate is the document classification?
The agent achieves high accuracy by analyzing document content, not just filenames. It recognizes ACORD forms, loss runs, financial statements, and supplemental questionnaires even when they have non-standard names or are embedded in larger PDF packages.
+
Can it integrate with our underwriting management system?
Yes. The agent can populate submission data directly into your underwriting platform, create new submission records, attach documents, and update workflow status. This eliminates duplicate data entry and ensures your system of record stays current.
+
Can it integrate with our underwriting management system?
Yes. The agent can populate submission data directly into your underwriting platform, create new submission records, attach documents, and update workflow status. This eliminates duplicate data entry and ensures your system of record stays current.
+
Can it integrate with our underwriting management system?
Yes. The agent can populate submission data directly into your underwriting platform, create new submission records, attach documents, and update workflow status. This eliminates duplicate data entry and ensures your system of record stays current.
+
How does it handle broker-specific submission requirements?
The agent can be configured with broker-specific rules and preferences. For example, certain brokers may use custom supplemental forms or have unique documentation standards. The agent adapts to these variations while maintaining your core underwriting requirements.
+
How does it handle broker-specific submission requirements?
The agent can be configured with broker-specific rules and preferences. For example, certain brokers may use custom supplemental forms or have unique documentation standards. The agent adapts to these variations while maintaining your core underwriting requirements.
+
How does it handle broker-specific submission requirements?
The agent can be configured with broker-specific rules and preferences. For example, certain brokers may use custom supplemental forms or have unique documentation standards. The agent adapts to these variations while maintaining your core underwriting requirements.
+
Next steps
Next steps
Still manually checking every submission for completeness?
Send us a sample submission package, and we'll show you how our agent validates completeness and extracts key data in under a minute.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: