Submission intake
Every broker submission, read and ready to rate.
Submissions arrive by email. coverbinder files them, matches the insured, reads the application and puts a clean work item in front of the right underwriter.
Work queue
General liability · 14 open
The mailbox becomes a work queue
Point your submissions inbox at coverbinder. Each broker email becomes a work item with its attachments, assigned and dated.
- New submissions, renewals and bind requests sorted as they land
- Duplicates caught when two brokers send the same risk
- The insured matched to its existing account and prior policies
- One queue for the team, filtered by line, underwriter and due date
Read from the application
ACORD 125, 126 and supplement
1 field below the confidence line
Applications read for you
ACORD forms, supplementals, schedules and loss runs are read into the submission. Nobody retypes a gross receipts figure again.
- Typed and scanned PDFs, including checkboxes and tables
- Each value linked to the page it came from
- A confidence score on every field, with low scores held for review
- Valuation reports and statements of values read into location schedules
Sanctions screening
No matches · checked 9:02am
Know the risk before you open the rater
Entity checks, sanctions screening and location mapping run as the submission comes in.
- Entity and license verification against public registers
- Sanctions screening on the insured and its principals
- Every location geocoded and mapped with nearby hazards
- Notes, history and ownership kept on the work item
Also in Submission intake
Everything between the inbox and the rater.
Underwriting mailbox
Connect a shared inbox. Broker emails and attachments become work items automatically.
Insured matching
Matches by name, address and prior policies, so a renewal finds last year's file.
Duplicate detection
Flags when the same risk arrives from two brokers before either is quoted.
Proposal form extraction
Reads typed and scanned applications into structured fields, with citations.
Assignment and due dates
Routes work by line and underwriter. Everyone sees what's due today.
Full history
Notes, status changes and documents kept on one timeline per submission.
Before you ask
Questions about intake.
- Do brokers need to change how they submit?
- No. They keep emailing your submissions inbox. coverbinder reads what they already send.
- What if the AI reads a figure wrong?
- Every value shows its source page and a confidence score. Anything below the line waits for an underwriter to confirm before it reaches the rater.
- Can it read our own supplemental forms?
- Yes. Each product has its own form schema, so your supplementals map to your fields.
See it with your own submissions.
A 30-minute walkthrough on your lines, your forms and your binders.
Book a demo