US commercial insurance broker · 2026
Aegis
I designed and built the broker workspace that extracts ACORD submissions, flags uncertain fields, and prepares each risk for placement.
A commercial insurance submission could take a broker up to three days to triage before a carrier conversation even began.
Each submission arrived as a long ACORD PDF with business details, revenue, locations, loss runs, vehicles, and property schedules. A broker copied that information into a spreadsheet, checked it, and rewrote it for each carrier. The interface needed to remove the repetition without hiding uncertainty.
The decisions that made it work
Read the form, do not retype it
Field extraction off the raw PDF with a confidence score per field. Anything under the threshold is flagged for a human rather than silently guessed, which is the difference between a tool brokers trust and one they quietly stop using.
Make the pipeline visible
Every submission on one board with its stage, its carrier set and its age. The operation could finally see the whole book instead of asking each broker what they were sitting on.
Score the risk before the call
Fifty plus factors rolled into a single view, so the conversation with the carrier starts from a position rather than from a blank form.
Confidence beats automation
The temptation is to auto-fill everything and look magical. We surfaced the 94% confidence number on every extracted field instead. Brokers are underwriters by instinct. Showing them the uncertainty is what made them trust the rest.
30s
median triage, from 3 days
94%
field extraction confidence
50+
risk factors scored
12pp
bind rate uplift