Brokers, MGAs & TPAs
Half the job is retyping forms that already exist.
Applied AI for brokers, MGAs and TPAs: submissions keyed in, missing items chased, certificates and renewals followed up.
What we build here
Each job below has a written playbook: the inputs, the output, the target and how it is graded. Scoping starts from it.
Plugs into the systems you already run
These are the systems teams in this industry usually run. Yours may differ; that's fine.
Your team keeps working where it works
The work arrives in the inbox, sheet or system they already check. No new logins, no training day. If you run something not listed here, we connect to that instead.
The work that falls through the cracks
Quotes get slow at intake, not at underwriting. A submission sits in an inbox until someone retypes it, then waits again for the three things the client forgot to send.
Brokers already measure days to quote. That makes intake a good first workflow: the number is on the wall before we start, so everyone can see if it moves.
Where we'd start: submission intake for one line of business
Submission intake for one line of business
- Time to live
- 6 weeks
- Measured on
- Days to quote, hours of retyping per week
- Graded
- Monthly, on your real cases, failures listed
- Hand-off
- What it can't settle goes to a person
This isn't for you if…
We'd rather say so on the first call than after you've paid for anything.
- You handle a few submissions a week. Retyping them is fine.
- You want claims decisions automated. We prepare the file; people decide.
- Your systems can't be reached at all, not even by email export.
- You need a certification we don't hold yet. Ask; we'll answer plainly.
Tell us the job your team hates. We'll tell you if AI can do it.
A 30-minute call with the people who would build it. No technical knowledge needed: just describe the job, how often it happens, and how you check it's done right.