Intelligent Submissions/Ingestion of Data

Mutual carriers face a growing challenge: balancing underwriting rigor with efficiency in an environment where submissions come in every shape and size—emails, portals, ACORD forms, supplemental applications, spreadsheets, and more. Intelligent submission intake and document ingestion promise big gains, but many carriers struggle to separate hype from reality and avoid costly missteps. In this session, we’ll share real-world experiences implementing AI-enabled submission intake, from both an underwriting operations and a technology leader perspective. We’ll dive into what worked, what didn’t, and how to handle the biggest challenge: change. This session is designed for underwriting and operations executives who want actionable takeaways, not a technology sales pitch. Attendees will leave with a clear understanding of where AI-powered ingestion adds value, where human expertise remains essential, and how to lead these projects from the business side while engaging IT as a partner.