Submission Intake
Eliminate hours spent capturing submission data,
validating information, and manually creating AMS records.
Manually keying data from applications and ACORD forms into your AMS is a bottleneck that introduces the risk of data entry errors. Our intelligent assistant extracts data from submission documents and records it directly in the AMS, ensuring that submissions are complete and accurate.
Continuously scans email inboxes, webforms, and specified input channels for incoming new submissions.
Uses AI to pull prospect details from emails, PDFs, and ACORD forms, then checks for required fields and flags any missing or unclear data for review.
Automatically generates a new prospect or submission record in your AMS.
Assigns the submission to the appropriate CSR or producer based on coverage type or specified criteria.
Captures submission data from multiple input channels, including emails, webforms, and specified input sources.
Extracts data from unstructured emails and ACORD forms.
Ensures required fields are complete and accurate before creating records.
Ensures all captured data is properly structured and entered into your AMS to reduce manual rework.
Automatically logs and categorizes every submission to maintain a consistent intake experience.
Assigns submissions to the right team member based on configurable rules.
Platforms
Carriers
Our intelligent assistant can handle high-volume submissions. Submission intake automation eliminates the backlogs that typically occur during peak seasons.
Yes. Every action our intelligent assistant takes, from the moment an email is opened to when the data is entered into the AMS, is logged.
Yes. Our intelligent assistant automatically identifies, extracts, and categorizes attachments. It can read data from ACORD forms and supplemental applications.
If our intelligent assistant detects that a mandatory field or document is missing, it can automatically flag the submission and alert your team for review.
Yes. Our intelligent assistant processes PDFs, images, and documents attached to emails. It uses AI to extract, then attaches files to the appropriate AMS record.
“Automation freed our licensed staff to focus on what matters - clients.”
“Adapting the bot has helped us save time. It's made the process more efficient.”
“Allowing the bots to streamline the process allowed our team to focus on the client side of the business.”
“You will not look back when you see the time you are giving back to your staff to invest in other areas of your agency. ”
“It's like adding a full-time employee without the extra hire.”
“vBots saved 60% of my time on reconciliations.”
“Go for it. Do not delay. It is definitely going to give you some time back in your day.”
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