Agentic Workbench
Builds the record. Feeds the workflows. Improves the next deal.
At a glance
Email in. Record built and verified. Workflows queued.
How it works
- 01
Built from the package
Agents extract structured fields from each submission or claim package. Every value is cited and verified at entry. Unsupported values are withheld or corrected.
- 02
Feeds the workflows you already run
Deal overviews, draft quotes and indication letters, coverage analysis, and the rest of specialty process queue off the same cited record, not a generic template.
- 03
History compounds
What was verified, what supported it, and what the underwriter corrected accumulates against the same fields. Prior deals become usable on the next one.
How it fits
Works with your stack. Leaves judgment with the underwriter.
Syncs with systems you already run
Verified fields update the system of record; packages file into the document system over API. Salesforce and SharePoint are examples. No double keying.
The underwriter keeps the final say
Cited fields and drafts only. Nothing binds or goes outbound until the underwriter reviews and confirms.
Read: What is an agentic underwriting workbench in the Journal
Connects everywhere you work
Works with your existing systems.
Security & Compliance
Built for enterprise security.
SOC 2 Type II
