Submission intake
Extract exposures, schedules, loss runs, applications, and missing information from a mixed document set.
Industry Solutions / Insurance Brokerages
Make every submission decision-ready.
We build internal AI products that organize submissions, compare coverage, identify gaps, prepare underwriting packages, and assemble client-ready proposals.
From client submission to proposal
- 01Submission intake
- 02Coverage analysis
- 03Underwriting package
- 04Proposal preparation
Where work gets stuck
Critical workflows deserve more than another generic tool.
We begin with the operating reality, then design the product around the people, decisions, rules, and evidence already in the work.
Coverage analysis
Compare terms, exclusions, limits, deductibles, and endorsements against the client’s requirements.
Underwriting package
Create a clean, consistent narrative and evidence package for the markets you select.
Proposal preparation
Turn quote data and recommendations into a client-ready comparison with a complete audit trail.
What we can build
One internal product, assembled around your operation.
Not a standard product you have to work around. A focused operating layer that can connect the tools and data you already use.
Built withPrincipals, presidents, COOs, and practice leaders
Submission workspace
Documents, extracted facts, open questions, and ownership in one place.
Coverage comparison agent
Structured comparisons that keep licensed professionals in control of judgment.
Market package builder
Reusable appetite, narrative, and quality checks before an account goes to market.
Renewal command center
Milestones, changes, remarketing decisions, and client communication without spreadsheet drift.
Evidence, not promises
Measurable impact for Insurance.
These are deployment results and study findings, not forecasts for your business. We use them to establish plausibility, then model your ROI from your own volume, time, labor cost, error rate, and throughput.
faster quote turnaround
Automated carrier submission and comparison replaces manual data entry.
Evergence deploymentsannual revenue lift
Faster quoting and better carrier matching increases win rates at mid-market scale.
Evergence deploymentsreduction in renewal leakage
Automated renewal calendar and client outreach prevents missed opportunities.
McKinsey insurance report ↗faster certificate issuance
Auto-generated COIs from policy data eliminates manual document preparation.
Evergence deploymentsThe scorecard
Measure the product against operating outcomes.
- Faster submission preparation
- More consistent coverage reviews
- More producer and account-team capacity
More Industry Solutions
Built for other operationally complex teams.
Start small. Prove value. Expand.
Show us one expensive workflow.
We’ll show you the internal AI product that can simplify it.
Start the conversation →