All insurance examples
Underwriting submission triage
Checks broker submissions for completeness and appetite, asks the broker for missing items, and routes clean files to an underwriter.
The operation
Triage broker submissions for underwriters by checking completeness and appetite rules, enriching risk context, requesting gaps, and summarizing clean files.
Built it in 4 steps. The broker fills the gaps from an emailed link, an underwriter makes the risk call in Slack, and Malleable handles the rest.
Starts when
Broker submission email or portal upload
Trigger
Receive Submission
Collect application, attachments, broker, insured, coverage, and target dates.
Salesforce
Pulls application details, broker, insured, and target dates from CRM.
Box
Pulls attachments and source documents for the submission.
Screen Appetite
Check completeness, risk profile, appetite rules, and obvious blockers.
Guidewire
Screens completeness, appetite rules, and risk blockers.
missing items
← Screen Appetite
Broker Fills the Gaps
Needs input
Email the broker a short form listing only what's missing, filled in with what the submission already says. The broker answers from the link, with no account.
Gmail
Sends the broker a secure link to the form, and a reminder if it sits unanswered.
complete
← Screen Appetite
Underwriter Review
Needs input
Recheck anything the broker sent, then send the right underwriter the summary with the evidence attached.
Slack
Sends the reviewed submission packet to the right underwriter.
Reading the broker submission and attachments...
Step by step
- 1Receive Submission: Collect application, attachments, broker, insured, coverage, and target dates.
- 2Screen Appetite: Check completeness, risk profile, appetite rules, and obvious blockers.
- 3Broker Fills the Gaps: Email the broker a short form listing only what's missing, filled in with what the submission already says. The broker answers from the link, with no account.
- 4Underwriter Review: Recheck anything the broker sent, then send the right underwriter the summary with the evidence attached.
What the team gets
- Underwriters receive complete submissions
- Brokers fill the gaps from a link, with no account
- Every submission gets the same appetite screen
Apps it uses
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