AI Underwriting Submission Review
AI Underwriting Submission Review
Analyze the entire submission at once
Analyze the entire submission at once
V7 Go's agent automates the review of complete underwriting submission packages, extracting and consolidating key data from all included documents into a single, unified risk summary for the underwriter.
What is it
What is it
Automating Submission Triage
An Underwriting Submission is the complete package of documents a broker provides to an underwriter. It contains all the data needed to assess and price a risk.
How is it solved today?
Underwriters or their assistants manually review multiple different documents in a submission to piece together a full picture of the risk a slow and fragmented process.
How is it solved today?
Underwriters or their assistants manually review multiple different documents in a submission to piece together a full picture of the risk a slow and fragmented process.
How is it solved today?
Underwriters or their assistants manually review multiple different documents in a submission to piece together a full picture of the risk a slow and fragmented process.
Why V7 Go
V7 Go analyzes the entire submission package at once using specialized agents to extract and consolidate data into a single unified risk summary.
Why V7 Go
V7 Go analyzes the entire submission package at once using specialized agents to extract and consolidate data into a single unified risk summary.
Why V7 Go
V7 Go analyzes the entire submission package at once using specialized agents to extract and consolidate data into a single unified risk summary.
Time comparison
Time comparison
Time comparison
Traditional way
2-4 hours
2-4 hours
With V7 Go agents
10-15 minutes
10-15 minutes
Average time saved
90%
90%
Why V7 Go
Process entire underwriting submissions with applications, loss runs, and SOVs.
Get a consolidated risk summary and check data consistency.
Workflow
Workflow
Import your files
Guidewire
,
Duck Creek
,
Salesforce
ACORD Applications
ACORD Applications
ACORD Applications
Loss Run Reports
Loss Run Reports
Loss Run Reports
Statements of Value (SOVs)
Statements of Value (SOVs)
Statements of Value (SOVs)
Supplemental Questionnaires
Supplemental Questionnaires
Supplemental Questionnaires
Broker Presentation/Summary
Broker Presentation/Summary
Broker Presentation/Summary
Engineering Reports
Engineering Reports
Engineering Reports
Applicant Information
Applicant Information
Applicant Information
Summary of Exposures (Properties, Vehicles, etc.)
Summary of Exposures (Properties, Vehicles, etc.)
Summary of Exposures (Properties, Vehicles, etc.)
Key Loss History Metrics
Key Loss History Metrics
Key Loss History Metrics
Requested Coverage & Limits
Requested Coverage & Limits
Requested Coverage & Limits
Data Consistency Check (Pass/Fail)
Data Consistency Check (Pass/Fail)
Data Consistency Check (Pass/Fail)
Identification of Large Claims
Identification of Large Claims
Identification of Large Claims
Completeness Checklist
Completeness Checklist
Completeness Checklist
Overall Risk Score (Optional)
Overall Risk Score (Optional)
Overall Risk Score (Optional)
Prior Carrier Information
Prior Carrier Information
Prior Carrier Information
Underwriter Flags & Notes
Underwriter Flags & Notes
Underwriter Flags & Notes
Why V7 Go
Why V7 Go
Holistic Risk View
Get a single summary that consolidates data from the application, loss runs, SOV, and other supplemental documents.
Holistic Risk View
Get a single summary that consolidates data from the application, loss runs, SOV, and other supplemental documents.
Holistic Risk View
Get a single summary that consolidates data from the application, loss runs, SOV, and other supplemental documents.
Automated Data Consistency Check
The agent automatically compares data across documents, flagging inconsistencies like a discrepancy between reported property values on the SOV and the application.
Automated Data Consistency Check
The agent automatically compares data across documents, flagging inconsistencies like a discrepancy between reported property values on the SOV and the application.
Automated Data Consistency Check
The agent automatically compares data across documents, flagging inconsistencies like a discrepancy between reported property values on the SOV and the application.
Prioritized Underwriter Review
The output provides the underwriter with a pre-digested summary, allowing them to focus immediately on the most critical risk factors and pricing decisions.
Prioritized Underwriter Review
The output provides the underwriter with a pre-digested summary, allowing them to focus immediately on the most critical risk factors and pricing decisions.
Prioritized Underwriter Review
The output provides the underwriter with a pre-digested summary, allowing them to focus immediately on the most critical risk factors and pricing decisions.
Triage & Routing
By automating the initial data aggregation and review, underwriters can process more submissions per day.
Triage & Routing
By automating the initial data aggregation and review, underwriters can process more submissions per day.
Triage & Routing
By automating the initial data aggregation and review, underwriters can process more submissions per day.
Triage & Routing
Based on the consolidated data, the agent can automatically triage submissions, forwarding simple risks to junior underwriters and complex risks to seniors.
Triage & Routing
Based on the consolidated data, the agent can automatically triage submissions, forwarding simple risks to junior underwriters and complex risks to seniors.
Triage & Routing
Based on the consolidated data, the agent can automatically triage submissions, forwarding simple risks to junior underwriters and complex risks to seniors.
Reduced E&O Exposure
Minimize the risk of errors and omissions caused by manually transcribing data or failing to notice inconsistencies between submission documents.
Reduced E&O Exposure
Minimize the risk of errors and omissions caused by manually transcribing data or failing to notice inconsistencies between submission documents.
Reduced E&O Exposure
Minimize the risk of errors and omissions caused by manually transcribing data or failing to notice inconsistencies between submission documents.
V7 Go
V7 Go
V7 Go
AI-powered submission intake and triage
AI-powered submission intake and triage
for insurance carriers
Underwriters don't review one document; they review a submission package. This package contains multiple documents like an ACORD application, a Statement of Values (SOV), and historical loss runs. The underwriter's biggest challenge is manually piecing together information from these different sources to form a coherent view of the risk. This fragmented process is slow and risks inconsistencies being missed.
Underwriting Teams
Process more submissions with greater consistency. Receive a single, consolidated risk summary for each submission, allowing for faster, more informed quoting.
Underwriting Teams
Process more submissions with greater consistency. Receive a single, consolidated risk summary for each submission, allowing for faster, more informed quoting.
Underwriting Teams
Process more submissions with greater consistency. Receive a single, consolidated risk summary for each submission, allowing for faster, more informed quoting.
Underwriting Assistants & Techs
Automate the entire submission preparation process, from checking for completeness to extracting key data points for the underwriter.
Underwriting Assistants & Techs
Automate the entire submission preparation process, from checking for completeness to extracting key data points for the underwriter.
Underwriting Assistants & Techs
Automate the entire submission preparation process, from checking for completeness to extracting key data points for the underwriter.
Delegate underwriting submission review
Delegate underwriting submission review
to a master insurance AI agent
to a master insurance AI agent
Holistic Risk View
Get a single summary that consolidates data from the application loss runs SOV and other supplemental documents.
Automated Data Consistency Check
The agent automatically compares data across documents flagging inconsistencies like a discrepancy between reported property values on the SOV and the application.
More agents
Next steps
Stop piecing together submissions document by document.
Let's talk
You’ll hear back in less than 24 hours
Next steps
Stop piecing together submissions document by document.
Let's talk
Next steps
Stop piecing together submissions document by document.
Let's talk
You’ll hear back in less than 24 hours
FAQ
FAQ
FAQ
Have questions?
Find answers.
What is an Underwriting Submission?
It's the complete package of documents that a broker provides to an underwriter when seeking an insurance quote. It typically contains application forms, details of the assets or risks to be insured, and claims history.
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What is an Underwriting Submission?
It's the complete package of documents that a broker provides to an underwriter when seeking an insurance quote. It typically contains application forms, details of the assets or risks to be insured, and claims history.
+
What is an Underwriting Submission?
It's the complete package of documents that a broker provides to an underwriter when seeking an insurance quote. It typically contains application forms, details of the assets or risks to be insured, and claims history.
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How does this agent use other agents?
This is a 'master' agent. When it receives a submission package, its workflow can be configured to call other specialized agents. For example, it sends the loss run report to the 'Loss Run Analysis Agent' and then combines its output with the rest of the submission data.
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How does this agent use other agents?
This is a 'master' agent. When it receives a submission package, its workflow can be configured to call other specialized agents. For example, it sends the loss run report to the 'Loss Run Analysis Agent' and then combines its output with the rest of the submission data.
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How does this agent use other agents?
This is a 'master' agent. When it receives a submission package, its workflow can be configured to call other specialized agents. For example, it sends the loss run report to the 'Loss Run Analysis Agent' and then combines its output with the rest of the submission data.
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What if a document is missing from the submission?
The agent can be configured with a checklist of required documents for each line of business and will automatically flag the submission as incomplete if a critical document like the loss run is missing.
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What if a document is missing from the submission?
The agent can be configured with a checklist of required documents for each line of business and will automatically flag the submission as incomplete if a critical document like the loss run is missing.
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What if a document is missing from the submission?
The agent can be configured with a checklist of required documents for each line of business and will automatically flag the submission as incomplete if a critical document like the loss run is missing.
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What is the primary benefit for an underwriting team?
It transforms a slow, fragmented review process into a fast, consolidated one. It delivers a 'ready-to-underwrite' file, allowing underwriters to spend their time making decisions, not gathering data.
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What is the primary benefit for an underwriting team?
It transforms a slow, fragmented review process into a fast, consolidated one. It delivers a 'ready-to-underwrite' file, allowing underwriters to spend their time making decisions, not gathering data.
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What is the primary benefit for an underwriting team?
It transforms a slow, fragmented review process into a fast, consolidated one. It delivers a 'ready-to-underwrite' file, allowing underwriters to spend their time making decisions, not gathering data.
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Can it handle submissions for any line of business?
Yes, the workflow can be customized for any line, including Property, Casualty, Professional Liability, and Workers' Compensation, by configuring the required documents and key data points.
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Can it handle submissions for any line of business?
Yes, the workflow can be customized for any line, including Property, Casualty, Professional Liability, and Workers' Compensation, by configuring the required documents and key data points.
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Can it handle submissions for any line of business?
Yes, the workflow can be customized for any line, including Property, Casualty, Professional Liability, and Workers' Compensation, by configuring the required documents and key data points.
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Does this integrate with our underwriting workbench or policy system?
Yes, the final, consolidated data summary can be sent via API to populate the underwriter's workstation or the policy administration system, eliminating manual data entry.
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Does this integrate with our underwriting workbench or policy system?
Yes, the final, consolidated data summary can be sent via API to populate the underwriter's workstation or the policy administration system, eliminating manual data entry.
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Does this integrate with our underwriting workbench or policy system?
Yes, the final, consolidated data summary can be sent via API to populate the underwriter's workstation or the policy administration system, eliminating manual data entry.
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