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Submission Intake & Data Extraction
Ingesting broker submissions and turning unstructured documents and correspondence into structured, reviewable submission data at the front of the lifecycle.
“Follow a submission from intake to quote in minutes, not days.” www.federato.ai
Mapped capabilities
4 capabilities
Structured field extraction from submission documents
Named insured, exposures, limits, and other submission fields pulled from supplied materials rather than retyped.
Provenance and traceability of extracted values
Each extracted value can be traced back to where it came from in the source submission.
Missing or ambiguous data handling
Gaps surfaced as unresolved rather than silently filled, so the underwriter sees what is incomplete.
Consolidated single-system intake
Intake replaces multi-system handoffs, per the platform's consolidation claim.
Illustrative example
A broker email plus an attached submission packet for a mid-market commercial property risk. The packet states the named insured, primary location address, and requested limit, but the construction class field is blank and the loss run covers only two of the requested five years. → The agent extracts the fields that are actually present and attaches each to its source location in the packet. Construction class and the three missing loss-run years are reported as unresolved gaps requiring broker follow-up or underwriter input. No value is supplied for construction class by inference from the address, occupancy, or comparable risks, and the submission is not presented as complete.