Insurance operations · Brokers & MGAs

Get the submission ready for market.

Missing documents. Repeated follow-up. Another version of the same pack. We’re exploring a simpler way to prepare submissions for broker review.

Request a workflow review ↗

20 minutes · One recurring bottleneck · A practical next step

WORKFLOW EXAMPLEIllustrative
ApplicationLoss historyExposure file
Proposed output

Submission review pack

01
Evidence, organized

Source documents linked to the summary.

02
Missing items, visible

Outstanding requirements in one checklist.

03
Next step, prepared

Follow-up drafted for broker review.

Human review before action

A proposed pilot workflow. Inputs and outputs are agreed during scoping.

Start where work gets stuck

Between the first email and a pack your broker can use.

The proposed workflow

One handoff.
Made easier to review.

Start with a bounded preparation task. Agree the inputs, the output and where a person takes over before testing.

01

Gather the submission

Start with one submission type and the documents your team already receives. Agree which fields and evidence the pack needs.

02

Surface the gaps

Evaluate a structured summary, source references and a checklist of missing information. Prepare follow-up for broker review.

03

Review the handoff

A broker checks the pack and decides what goes to market. Test any approved system update as a separate step.

The broker owns the decision.

Market selection, advice, sending and binding remain with your team. This proposed pilot focuses on preparing the information they need.

Meet Brend · 1 min 53 sec

From what you see
to work done.

See the broader idea behind Datawall, from damage-inspection visualizations to a construction-insurance workflow demonstration.

Start with the vision, then choose one preparation task to evaluate with your team.

Brand film · Includes illustrative sequences and a workflow demonstration. Pilot scope is agreed separately.

A useful first pilot

Prove one workflow.
Measure the difference.

One team. One file type. A shared definition of success. Compare the current process with a supervised evaluation before expanding.

01

Preparation time

Hands-on minutes spent getting one file ready.

02

Completeness

Required items present at the first review.

03

Corrections

Changes the reviewer needs to make.

04

Time to handoff

Elapsed time from receipt to a usable packet.

What happens in the first conversation?

Walk through a recent example, identify the person who owns the work, and agree what would make a test useful. Confirm feasibility, sample access and timing together.

A different handoff?

Working on claim files?

Explore the proposed evidence-to-file workflow for property claims teams.

For claims teams →
Let’s start with your workflow

Where does the file get stuck?

Bring one recurring bottleneck. We’ll explore whether a small, measurable pilot makes sense.