New Submission
Start from drag-and-drop documents or a broker mailbox thread, then let the intake agent classify and extract the deal.
Broker Confirmation
Minimal broker context. The agent fills the rest from source files and marks gaps for review.
Required. Use the cedant or insured name shown on the source package.
Documents *
Drop the cedant quote, SOV, loss runs, MRC, or supporting files here. PDF, Excel, Word, and CSV files are supported.
Drag and drop files, or click to browse
PDF, Office, email, ZIP, CAT/GIS exports, TXT, and site photos up to 100MB
Intake readiness
Company
Required
Source package
0 files
Classification
Agent can fill
Review workspace
Agent queues gaps
Agent path after submit
Same workflow for uploads and imported mailbox packages.
Mailbox intake
Prefer a broker email package? Connected Gmail and Outlook threads use this same canonical flow.
Submit & Extract
Confirm the intake package, then start the broker review workspace.
Intake readiness
Company
Required
Source package
0 files
Classification
Agent can fill
Review workspace
Agent queues gaps
Agent launch sequence
Client
Required
Legal
Not supplied
LOB
Agent can classify
Source
0 files
Effective
Agent queues gap
Expiration
Agent queues gap
After submit
The intake agent creates a canonical submission and opens the broker review queue.
Documents are uploaded before extraction starts, so failed files stay recoverable from this workspace.
Broker Confirmation
Minimal broker context. The agent fills the rest from source files and marks gaps for review.
Required. Use the cedant or insured name shown on the source package.