For MGAs, brokers, TPAs and carrier operations teams, we build agents for intake and paperwork: commercial submissions read from email and PDFs into clearance checks and rating-ready data, claims packets sorted and summarised for the adjuster, and bordereaux reconciled against policy and premium records. Underwriting, coverage and claims decisions stay with your people.
On the desk today
What we build
Emails, ACORD forms, schedules and loss runs are read into structured data, cleared against existing business and checked for missing information before an underwriter sees them.
First notice of loss and supporting documents are sorted, summarised and cited for the adjuster, with missing items requested. Coverage and settlement decisions stay with the adjuster.
Bordereaux are checked against policy and premium records, and breaks are listed with the evidence for finance to resolve.
Why built, not bought
We keep agents on intake, extraction and reconciliation. Underwriting and claims decisions stay with people, which keeps you out of automated-decision rules.
Brokers move business to carriers who respond faster to submissions. The intake step is where that time is won or lost.
What we don't build. We don't build a policy admin or rating system. We feed the one you run.
Systems and words
Market context
of independent agents want carriers to automate commercial submissions, and 90% have cut business with a carrier over submission friction.
Applied Systems agency survey, August 2026 (vendor-run)(opens in a new tab)Questions
A one-hour call with a founder and an engineer. Bring a BOQ, a stack of POs, last month's invoices or a backlog, and leave knowing what would work, what wouldn't, and what it would take.
170+ projects · 65 companies · founders on every engagement