ISI AITM
Trusted AI for Insurance Submission Handling
ISI AI helps insurers and MGAs turn complex submissions into decision-ready data and underwriting insights. Purpose-built for insurance workflows, it brings more trust, consistency, and control to submissions ingestion while helping underwriting teams stay focused on risk.
Turn Submission Complexity into Trusted Underwriting Support
Submission data rarely arrives in one clean format. Emails, applications, schedules, supplements, portal inputs, and handwritten documents all need to be interpreted, structured, and reviewed before underwriting can begin.
ISI AI helps insurers and MGAs extract, structure, normalize, and validate submission data through automated underwriting data extraction, while generating underwriting insights aligned to insurer-defined rules and risk appetite. The result is more consistent submission intake, less manual effort, and more focused underwriting review.
Decision-Ready Data
Start with complete, structured information rather than manual rekeying and document interpretation.
Underwriting Insights Aligned to Your Rules
Support more consistent risk evaluation using insurer-defined guidelines, business rules, and risk appetite.
Focused Review Where It Matters Most
Surface lower-confidence or higher-impact items for review instead of requiring broad rechecking across every submission.
Build a Foundation for AI-Enabled Insurance Workflows
Developed through rigorous testing and real-world insurer collaboration, ISI AI streamlines submission handling today while creating a foundation for AI-enabled innovation across the entire insurance lifecycle.
AI Agents Purpose-Built for Insurance Workflows
ISI AI uses agents to handle submissions with more trust, consistency, and control.
Submission Agent
Interprets complex submission documents, identifies form types, and structures information for underwriting workflows.
- Adapts to different submission formats, complex schedules, and handwritten documents.
- Selects the right extraction approach.
- Runs self-correction when an issue is detected.
Underwriting Agent
Reasons across multiple submission and guideline documents to generate LOB-specific insights, validate outputs, and escalate exceptions with transparency.
- Aligns insights to underwriting rules and risk appetite.
- Validates outputs against underwriting schemas.
- Escalates higher-impact decisions for human-in-the-loop review.
Timely and attentive service is important to our policyholders. ISI AI will speed up the intake process and allow our underwriters to focus on what they do best, making informed decisions and engaging with our insureds.
Integrating ISI AI brings advanced automation into key workflows, helping our underwriting team member continue to deliver timely, high quality services to our members across California.
FAQs
What is ISI AI and what does it do?
ISI AI is an artificial intelligence solution built for insurance submission handling and underwriting support. Its Submission Agent extracts, structures, and validates data from submission documents, while its Underwriting Agent applies insurer-defined rules and generates underwriting insights. Items that require review are flagged for underwriters, keeping people in control while reducing manual data entry and improving submission quality.
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How does ISI AI support insurance underwriting?
ISI AI supports underwriting by turning unstructured submission data into structured, decision-ready information and underwriting insights. It helps teams review submissions against insurer-defined guidelines, business rules, and risk appetite while surfacing lower-confidence or higher-impact items for human review.
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Why should P&C insurers and MGAs choose ISI AI for underwriting support?
ISI AI is built for P&C insurance submission handling, not generic document processing. It combines automated underwriting data extraction, insurer-defined rules, confidence scoring, Submission Agent and Underwriting Agent capabilities, and human-in-the-loop review to help insurers reduce manual effort, improve submission quality, and support more consistent underwriting workflows.
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What types of submission documents can ISI AI handle?
ISI AI supports PDFs, scanned documents, spreadsheets, ACORD, CSIO, and ISO-based applications, along with broker-specific templates. It is document-agnostic and trained on real-world insurance data.
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How accurate and fast is ISI AI in processing submissions?
In production use, ISI AI agents have achieved more than 98 percent field-level accuracy for submission intake and underwriting insights. Typical processing times average under one minute per submission, helping underwriting teams reduce manual review time and prioritize submissions more effectively.
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Is there a review process before submission data is passed to ISI Core or an existing PAS?
Yes. Underwriters can review and validate lower-confidence or higher-impact items flagged by ISI AI before submission data is passed to ISI Core or an existing Policy Administration System (PAS). This supports quality control, auditability, and human oversight within the underwriting workflow.
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What are ISI AI’s Submission Agent and Underwriting Agent?
ISI AI uses purpose-built agents for insurance workflows. The Submission Agent interprets documents, identifies form types, selects extraction approaches, and structures information for underwriting workflows. The Underwriting Agent reasons across submission and guideline documents to generate LOB-specific insights, validate outputs, and escalate exceptions for human-in-the-loop review.
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What AI techniques are used in ISI AI?
ISI AI uses adaptive prompting, field-level extraction, rule-based validation, confidence scoring, and structured transformation logic. These techniques help extracted data align with insurer workflows, underwriting schemas, and review requirements.
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What are the business benefits of using ISI AI?
ISI AITM reduces manual rekeying, improves data quality, accelerates quote turnaround times, and increases underwriting throughput. By enabling faster triage and better visibility into submission volume, insurers can improve broker responsiveness and strengthen risk selection.
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Does ISI AI integrate with other core systems?
Yes. While optimized for ISI Core, ISI AI can integrate with other core systems through APIs, helping insurers connect AI-enabled submission handling with existing underwriting and policy administration workflows.
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