- contact@verticalserve.com
From file ingestion to actionable underwriting intelligence in four steps
Connect to S3 buckets, SharePoint, and file shares. Automatically scan and ingest underwriting documents, emails, and attachments.
AI automatically classifies documents, extracts account details, parses email threads, and identifies key entities like brokers and underwriters.
Automated red flag detection identifies delayed responses, pricing errors, missing information, compliance issues, and lost opportunities.
Interactive dashboards, timeline views, and analytics reveal trends in submissions, quotes, bindings, and underwriting performance.
Extract insights from all underwriting file formats and communications
Parse email threads, extract key discussions, track broker-underwriter communications, and identify action items
Analyze submissions, quotes, binders, endorsements, and policy documents with AI-powered extraction
Extract data from financial statements, loss runs, rating sheets, and exposure summaries
InsightUW transforms every underwriting file into searchable, actionable intelligence.
Comprehensive capabilities for modern insurance underwriting operations
Search across all underwriting files by insured, broker, or content
Automated risk identification with severity scoring and resolution tracking
Chronological view of every interaction across the underwriting lifecycle
Drag-and-drop pipeline from submission through binding and completion
KPIs, trend analysis, and performance metrics for underwriting teams
Smart folder search with metadata, status tracking, and change detection
Ask natural language questions about accounts, documents, and risks
Automated multi-stage pipeline for scanning, classifying, and indexing files
How different teams leverage InsightUW to transform underwriting operations
Find the right files instantly and make data-driven risk decisions
Track workflow bottlenecks and optimize underwriting performance
Ensure regulatory compliance with automated monitoring and audit trails
Strengthen broker relationships with faster turnaround and better insights
Your underwriting data never leaves your environment. Deploy on-premise or in your private cloud.
Deploy entirely within your infrastructure. Full control over your underwriting intelligence platform without any external dependencies.
All document processing and AI analysis happens within your environment. No sensitive underwriting data is sent to external servers.
Meet SOC 2, HIPAA, and state insurance regulatory requirements with built-in audit trails, role-based access controls, and encryption.
Join leading insurance carriers using InsightUW to unlock intelligence from their underwriting files
On-premise deployment • No data leaves your network • Enterprise support included