IntakeAI Bridge
Turn messy submission packages into structured, traceable data. IntakeAI Bridge extracts, interprets, and pushes information into your workflows and systems.
Three-step pipeline
- Extract (OCR): Parse PDFs, emails, Standard Insurance Forms, SOVs, COIs, and loss runs.
- Interpret (LLM): Normalize fields, score confidence, tag gaps.
- Push (APIs): Deliver to RQB, Underwriter Link, EI, and your AMS/CRM.
Controls & quality
- Confidence scores with field provenance, re-review queues, and exception dashboards.
- PII redaction before external calls and embeddings.
- Full lineage for audit and compliance.
Outcomes
- Faster submissions, fewer manual touches, better quote readiness.
Ready to automate submission intake end-to-end?
- RQB: Works with Expert Insured for policy lifecycle and document retention.
- Expert Insured (Policy Lifecycle): Manage full policy lifecycle — endorsements, audits, renewals, and cancellations.
