Get broker submissions ready for underwriting.
Klarefi is an AI intake agent for managing general agents (MGAs) and insurance underwriting teams. It reads broker submissions, checks them against your underwriting requirements, and asks the broker for missing items in a chat during submission. Your underwriters get a case file with cited facts, check results, and any unresolved issues.
Where broker submissions stall.
Submissions arrive in parts.
Brokers send them by email, portal, and attachment. A schedule is missing, the loss history is out of date, or the risk address differs from the proposal form.
Each gap is a new email.
Someone on your team spots the gap and writes to the broker. The answer can take days and sometimes raises a new question.
Underwriting waits.
The risk cannot be assessed until the gaps are closed, and the client waits for cover.
Example requirements
- Signed proposal form
- Schedule of sums insured
- Recent loss history
- Risk address and occupancy
- Details of current cover
You set the requirements. Klarefi checks each file against them and asks for anything missing.
Klarefi prepares each submission for review.
Step 01
Form
Collects answers and documents, and follows up in the chat.
Step 02
Fact
Extracts facts from each document, with a link to the source.
Step 03
Verify
Checks facts against each other, your records, and your systems.
Klarefi works in front of your policy administration system. It collects each submission, checks it against your requirements, and follows up with the broker. Your underwriters review the case file and decide on the risk.
Use it for
What your underwriters get.
Every fact links to its source
Sums insured, turnover, loss history. Each fact links to the quote and page it came from.
Missing items requested during submission
An outdated loss history or a missing schedule is flagged and requested from the broker in the chat.
Submission form on your domain
Brokers submit through a form that asks only the questions that apply to the risk.
Your underwriter decides
Klarefi prepares the case. Your underwriter reviews the facts, checks, and open issues, and decides on the risk.
Start with one line of business.
Learn what a complete broker submission looks like, what the agent should leave to the underwriter, and how to test it on one product.
Read the broker submission guideWhat a follow-up looks like.
A required loss history is missing. Klarefi asks for it in the chat. The broker uploads it and adds context. Klarefi reads it and updates the case file. Anything still unresolved stays visible for review.
Test it on one line of business.
Pick one product and its submission requirements, and run real broker files through it. Your underwriters review the case files Klarefi prepares.
No credit card required