Engineering Blog · Post #67

Multi-Task from Single Email: One Broker Email Creates Four Distinct Tasks

A broker sends one email about a renewal with attached loss runs requesting a rate indication. InsightUW creates four separate tasks: review, rating, documents, and renewal — each with its own deadline.

The Problem

A broker emails: "Please find attached the renewal application, loss runs, and financial statements for Solaris Energy. We need a competitive rate indication by May 1." This single email contains four distinct work items: review the submission, process the renewal, review the attachments, and complete the rating. In most shops, this becomes one vague task — "handle Solaris email" — and the UW has to mentally decompose it.

The InsightUW Approach

InsightUW's email task engine analyzes the subject and body for keywords and creates distinct, independently-trackable tasks — each with the right type, priority, and due date.

graph TD subgraph Email["Broker Email"] E["Subject: Solaris D&O Renewal<br/>Body: attached loss runs,<br/>financials, need rate indication"] end subgraph Detect["5 Keyword Rules"] R1["Always → Review Task"] R2["'rate indication' → Rating"] R3["'attached', 'loss runs' → Docs"] R4["'renewal' → Renewal"] R5["'urgent' → Priority Boost"] end subgraph Tasks["4 Tasks Created"] T1["Review submission (3d, medium)"] T2["Rate submission (5d, medium)"] T3["Review documents (2d, medium)"] T4["Process renewal (7d, high)"] end E --> R1 --> T1 E --> R2 --> T2 E --> R3 --> T3 E --> R4 --> T4

Five Detection Rules

Keywords Found	Task Created	Type	Due
(always)	Review submission	review	3d
rate, quote, pricing, premium, indication	Rate submission	data_entry	5d
attached, document, loss run, acord, financials	Review documents	document_request	2d
renewal, renew, expiring, current policy	Process renewal	review	7d
clearance, sanctions, ofac, compliance	Compliance review	compliance	1d

Urgency Detection

If the email contains "urgent", "rush", "asap", or "expedite" — all tasks get bumped to high priority and due dates shortened by 2 days.

LOB-Specific Example

Email from Lockton for Solaris Energy D&O Renewal:

Subject: RE: Solaris Energy D&O Renewal - Attached loss runs and financials
Body: Please find attached the renewal application, loss runs, and financial statements. We are looking for a competitive rate indication by May 1.

InsightUW detects: renewal + rating + documents → creates 4 tasks:

#	Task	Type	Priority	Due
1	Review submission: Solaris Energy (D&O)	review	medium	3 days
2	Rate submission: Solaris Energy (D&O)	data_entry	medium	5 days
3	Review documents: Solaris Energy	document_request	medium	2 days
4	Process renewal: Solaris Energy (D&O)	review	high	7 days

Sarah Chen gets one notification: "4 Tasks Created: Solaris Energy (D&O)" listing all four.

What This Means for Underwriters

One email → multiple trackable tasks — each with its own deadline and completion status
Nothing hidden — rating request doesn't get lost inside a "review submission" task
Parallel work — document review (2d) and rating (5d) can be tracked independently
Urgency-aware — "rush" emails automatically get tighter deadlines
Idempotent — if the broker sends a follow-up, existing open tasks won't be duplicated

What's Next

Next: Auto Re-Open Tasks on Follow-Up Email

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