Email-to-Quote Automation
Turn broker emails and attachments into ready-to-rate submissions. IntakeAI Bridge parses inbound email, extracts data and files, normalizes to your data model, and pushes into RQB. Underwriter Link presents quotes side-by-side for selection and binding.
- IntakeAI Bridge: Push normalized submissions into RQB and Expert Insured.
- RQB: Works with Expert Insured for policy lifecycle and document retention.
- Underwriter Link: Bind in UL, then store policies and endorsements in Expert Insured.
- Expert Insured gateway: Manage full policy lifecycle - endorsements, audits, renewals, and cancellations.
