Manual filing of submissions, quotes, and binders into systems like SharePoint or OnBase is a major operational bottleneck, consuming underwriter time and creating compliance risk from misfiled documents. A custom workflow automates this by deploying agents that ingest documents from email, portals, and PAS outputs. These agents use layout-aware OCR and LLMs to extract key metadata—policy number, effective date, line of business, broker—and apply pre-configured tags. This eliminates repetitive clerical work, reduces filing errors by over 90%, and ensures every document is instantly retrievable for audit or renewal, directly improving underwriter productivity and operational governance.




