Insurance Workflow Automation with Human Review

Overview

Acord AI brings intelligent automation and human expertise together to streamline insurance workflows, enhance accuracy, and help teams achieve more.

Tasks Accuracy

[

"Smarter insurance workflows, faster execution, and reliable outcomes—all connected through one intelligent platform",

"Transform complex insurance processes into accurate, trackable results with AI-powered automation and human oversight.",

"Move every insurance request from intake to completion with greater speed, clarity, and confidence.",

"Automate and scale daily insurance operations while keeping accuracy, accountability, and control at the center."

]

AI Automation

Digital illustration of a face made of white broken dashed lines on a black background, resembling a smiley face with eyes and a mouth.

Policy Checking

Inbox IQ

Loss Runs

MVR's

Quoting

Acord Forms

Certificates

Auto ID Cards

Downloads

Submissions

Endorsements

Renewals

Direct Bill Reconciliation

Notice of Cancellation

White background with subtle light gray curved contour lines forming a wavy pattern.

Built for the Insurance Ecosystem

Connect workflows across retail agencies, MGAs, brokers, and carriers.

Platform That Transforms Work

Explore AI-assisted tools for insurance email intake, policy checking, ACORD forms, quote comparisons and certificates, with clear checkpoints for human review.

Cert IQ

Faster Certificates. Greater Confidence.

Cert IQ automates certificate requests, validates policy details, and prepares accurate certificates for review and delivery.

Book a demo

Ask AIVA

Get Insurance-Focused Answers.

AIVA provides insurance-focused AI answers, document insights, and workflow guidance within approved organizational knowledge and access boundaries.

Book a demo

Quotes IQ

Quote Faster. Remarket Smarter.

Acord AI prepares submissions, compares carrier options, and streamlines new business quoting and remarketing from intake through review.

Book a demo

Forms IQ

Turn Insurance Data into Completed ACORD Forms

Acord AI extracts insurance data, completes ACORD forms, validates required fields, and prepares them for confident review.

Book a demo

Policy IQ

Automated Policy Checking and Validation

Acord AI reviews policies against source documents, identifies discrepancies, and routes exceptions for accurate, efficient human review.

Book a demo

Inbox IQ

Turn Every Insurance Email into Action

Inbox IQ classifies insurance emails, prioritizes requests, drafts responses, and tracks every task from intake through completion.

Book a demo

Feature Included :

Intelligent Request Intake

Policy and Coverage Validation

Automated Certificate Preparation

Special Requirement Review

Exception Routing and Human Review

Delivery and Request Tracking

Feature Included :

Insurance-Focused Assistance

Approved Knowledge Sources

Document Questions and Summaries

Contextual Workflow Guidance

Role-Based Access Controls

Source Visibility and Human Oversight

Feature Included :

Intelligent Submission Intake

Submission Readiness Review

Carrier Appetite Alignment

Quote Request Preparation

Side-by-Side Quote Comparison

Remarketing Workflow Management

Feature Included :

Intelligent Data Extraction

Smart Form Selection

Automated Form Completion

Required-Field Validation

Multi-Document Processing

Human Review and Export

Feature Included :

Automated Document Comparison

Policy Detail Validation

Coverage and Limit Verification

Forms and Endorsement Review

Discrepancy Identification

Human Review and Reporting

Feature Included :

Intelligent Email Classification

Smart Task Creation and Routing

Priority and SLA Management

AI-Assisted Response Drafting

Document and Data Extraction

End-to-End Request Tracking

Inbox IQ

Turn Every Insurance Email into Action

Inbox IQ classifies insurance emails, prioritizes requests, drafts responses, and tracks every task from intake through completion.

Feature Included :

Intelligent Email Classification

Smart Task Creation and Routing

Priority and SLA Management

AI-Assisted Response Drafting

Document and Data Extraction

End-to-End Request Tracking

Book a demo

Policy IQ

Automated Policy Checking and Validation

Acord AI reviews policies against source documents, identifies discrepancies, and routes exceptions for accurate, efficient human review.

Feature Included :

Automated Document Comparison

Policy Detail Validation

Coverage and Limit Verification

Forms and Endorsement Review

Discrepancy Identification

Human Review and Reporting

Book a demo

Forms IQ

Turn Insurance Data into Completed ACORD Forms

Acord AI extracts insurance data, completes ACORD forms, validates required fields, and prepares them for confident review.

Feature Included :

Intelligent Data Extraction

Smart Form Selection

Automated Form Completion

Required-Field Validation

Multi-Document Processing

Human Review and Export

Book a demo

Quotes IQ

Quote Faster. Remarket Smarter.

Acord AI prepares submissions, compares carrier options, and streamlines new business quoting and remarketing from intake through review.

Feature Included :

Intelligent Submission Intake

Submission Readiness Review

Carrier Appetite Alignment

Quote Request Preparation

Side-by-Side Quote Comparison

Remarketing Workflow Management

Book a demo

Ask AIVA

Get Insurance-Focused Answers.

AIVA provides insurance-focused AI answers, document insights, and workflow guidance within approved organizational knowledge and access boundaries.

Feature Included :

Insurance-Focused Assistance

Approved Knowledge Sources

Document Questions and Summaries

Contextual Workflow Guidance

Role-Based Access Controls

Source Visibility and Human Oversight

Book a demo

Cert IQ

Faster Certificates. Greater Confidence.

Cert IQ automates certificate requests, validates policy details, and prepares accurate certificates for review and delivery.

Feature Included :

Intelligent Request Intake

Policy and Coverage Validation

Automated Certificate Preparation

Special Requirement Review

Exception Routing and Human Review

Delivery and Request Tracking

Book a demo

Your Insurance Intelligence Hub

One connected platform for everyday insurance work, with human oversight.

Diagram illustrating the four steps in a process: Research, Analyze, Plan, and Implement, with icons representing each step connected by arrows.

Inbox IQ

Classify incoming requests, organize tasks, and prepare draft replies for review.

Ask AIVA

Ask insurance questions and get AI-assisted guidance for everyday tasks.

Forms IQ

Extract insurance data and populate ACORD forms for validation and review.

Quotes IQ

Prepare submissions, compare quotes, and support new business and remarketing workflows.

Cert IQ

Prepare certificates of insurance from policy data and route them for approval.

Policy IQ

Compare policies with source documents, flag discrepancies, and route exceptions for human review.

Inbox IQ

Classify incoming requests, organize tasks, and prepare draft replies for review.

Policy IQ

Compare policies with source documents, flag discrepancies, and route exceptions for human review.

Forms IQ

Extract insurance data and populate ACORD forms for validation and review.

Quotes IQ

Prepare submissions, compare quotes, and support new business and remarketing workflows.

Cert IQ

Prepare certificates of insurance from policy data and route them for approval.

Ask AIVA

Ask insurance questions and get AI-assisted guidance for everyday tasks.

How Acord AI Works

Acord AI brings insurance workflows, data, and intelligent automation together in one secure platform—helping teams improve accuracy, increase productivity, and simplify daily operations.

Step 01

Choose Your Solution

Select the Acord AI solution that fits your needs—Inbox IQ, Policy IQ, Forms IQ, Quotes IQ, Cert IQ, or Ask AIVA.

Step 02

Connect and Configure

Connect approved email, document and insurance systems, then configure permissions, workflow rules and review checkpoints with our team.

Step 03

Automate, Review, and Complete

Acord AI processes the work, flags exceptions for human review, and tracks every request through approval and completion.

Experience Smarter Insurance Operations

Acord AI transforms time-consuming insurance tasks into faster, more accurate workflows through intelligent automation, seamless collaboration, and human oversight.

Accelerated

Automate repetitive insurance tasks and keep every workflow moving efficiently.

Validated

Validate critical information, identify exceptions, and maintain human oversight.

Transparent

Track every request from intake through review, approval, and completion.

Jake Wilson

Partner | Director of Operations | Harborstone Risk Advisors

Acord AI helps us manage repetitive tasks and keep track of outstanding work. Clear review checkpoints give our team a practical way to handle exceptions and move requests toward completion.

Amy Grant

Vice President & Director of Operations | Insure Edge Partners

Having requests, policy details, and review tasks organized in one workflow helps our team stay focused. Acord AI brings greater clarity to what needs attention and what comes next.

Michael Emdy

CEO | Oakmere Insurance Partners

Acord AI helps us simplify everyday insurance work and give our team more time to focus on clients. Automation moves tasks forward while our people stay in control.

AI-Powered Innovation for
‍Modern Insurance Operations

Automate. Accelerate. Achieve More.

Complete AI Platform for
‍Insurance Operations

Trusted by Forward-Thinking Insurance Teams

Advanced AI Features to
‍Accelerate Insurance Operations

The Intelligence Behind Smarter Insurance Workflows

It’s Easy to Get Started

Why Insurance Teams Rely on Acord AI

Streamline Every Workflow
‍Connect. Integrate. Automate

Discover How Acord AI Works

Our Recent
‍News & Insights

AI-Powered Innovation for‍Modern Insurance Operations

Automate. Accelerate. Achieve More.

Complete AI Platform for‍Insurance Operations

Trusted by Forward-Thinking Insurance Teams

Advanced AI Features to‍Accelerate Insurance Operations

The Intelligence Behind Smarter Insurance Workflows

It’s Easy to Get Started

Why Insurance Teams Rely on Acord AI

Streamline Every Workflow ‍Connect. Integrate. Automate

Discover How Acord AI Works

Our Recent‍News & Insights

AI-Powered Innovation for
‍Modern Insurance Operations

Complete AI Platform for
‍Insurance Operations

Advanced AI Features to
‍Accelerate Insurance Operations

Streamline Every Workflow
‍Connect. Integrate. Automate

Our Recent
‍News & Insights