Submission Intake & Policy Setup: From Inbox to System With Zero Re-Key
Submissions arrive scattered across emails and attachments. Turn them into structured data, and set up policies cleanly, so quoting starts fast and errors don’t propagate.
- Email Triage → Tasking: subjects, labels, SLA buckets.
- Document Classification & Field Mapping: standard insurance forms, schedules, statements.
- Account & Policy Setup: contacts, LOB, limits, deductibles, endorsements.
- Missing Info Protocol: request templates + diary dates.
- Quality Gate: completeness score before rating.
The quality of your renewal data depends on the accuracy of your initial setup. The renewal prep and remarketing guide details how early verification pays off months later.
Clean submission data also accelerates claims. The FNOL and status updates article covers how accurate setup fields speed reporting and confirmations.
When your initial data is solid, you’ll see far fewer mid-term corrections, read the endorsement processing blog to understand why.
Frequently Asked Questions
Do we need a new portal?
No, keep it AMS-native.
Can AI help?
Yes, for parsing fields and de-dupe checks with human review.
Need trained back-office staff inside your AMS? Explore our Retail Agency Support programs and start a free pilot.
