Who We Serve | Insurance Workflow Automation | Acord AI

Who We Serve

Insurance work changes across the distribution chain. Start with the needs of your team, then define the right workflow and review model.

Insurance Agencies

01

Give account teams more room for client service.

Organize daily service requests, prepare documents, and bring policy differences into view.

Classify emails and route service requests.

Prepare supported ACORD forms and certificate details.

Review policy and quote differences before client follow-up.

Brokers

02

Keep complex submissions and comparisons connected.

Bring information from clients and markets into a consistent preparation and review process.

Identify missing submission information.

Organize supplied quote terms and policy documents.

Prepare follow-up with the relevant source context.

MGAs

03

Support the work around underwriting decisions.

Prepare incoming information and document review so your underwriting team can focus on the decisions within its authority.

Organize submission intake and supporting documents.

Identify gaps, conflicting details, and items for review.

Check prepared policy information against selected sources.

Carriers

04

Bring structure to incoming work and review.

Define repeatable document and service workflows around your teams, approved sources, and decision responsibilities.

Classify incoming requests and document packages.

Compare selected documents and surface exceptions.

Support source-based information retrieval for service teams.

Workflow scope, supported integrations, and review responsibilities are defined for your implementation.

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