Notes from the build
Short lessons and longer guides on AI intake automation for insurance, factoring, and mortgage teams.
Intake engineering: the job behind AI intake automation
Most intake teams don't need more people. They need requirements an AI agent can run. What intake engineering is and how to start.
AI intake agents: why we gave one agent the whole file
How Klarefi's AI intake agent owns the whole case file, what happens when documents disagree, and why a citation has to support the actual answer.
Five things broker submissions miss, and when to ask for them
The items MGAs chase brokers for after a submission arrives, and how insurance submission intake automation asks for them during the submission.
Write your intake checklist before you buy software
Intake automation runs the rules you give it. If your checklist only lives in one person's head, write it down first. Here's how to do it in an afternoon.
Where intake time actually goes
Review takes hours. Follow-up rounds take days. Why insurance, factoring, and mortgage intake is slow, and three ways to cut the rounds.