ACORD submission intake into your AMS
A submission-intake system designed to read ACORD forms, applications, and loss runs as they arrive, extract the fields, and land them in the right account and policy record in your AMS, with quoting prepped before a CSR opens the file. A licensed human always makes the coverage call.
An illustrative example of a system we can build, not a client engagement, and with no measured results.
The challenge
Submissions arrive as PDFs and email attachments and get re-keyed by hand into the AMS, one field at a time. It is slow, error-prone, and piles onto CSRs who are already stretched, and a mistyped ACORD field quietly builds E&O exposure that surfaces much later.
How we'd build it
- We'd build intake that reads ACORDs, applications, and loss runs from email and PDF, whatever format the carrier or broker sent
- We'd map the extracted fields to the correct account and policy record and write them into your AMS, not a separate database
- We'd prep the quoting file so a CSR starts from a populated submission instead of a blank form and a stack of attachments
- We'd route anything low-confidence or inconsistent to a person with the context gathered, keeping the coverage call with a licensed producer
What it's designed to deliver
- Designed to land submission data in the right AMS record instead of being re-keyed field by field
- Built to prep quoting ahead of the CSR, so the file is populated before anyone opens it
- Intended to keep the license in the loop, the system reads and drafts, your team binds and decides coverage
- Handed over as code integrated with your AMS and owned by you, no per-submission fee, your data stays yours
And like everything we build, you'd own it
What to expect
No. This is an illustrative example of a system Plenaura can build, not a delivered client engagement, and it carries no measured client results. We're a pre-launch studio building our first projects, and we won't present invented case studies as real.
Yes. Like everything we build, you own 100% of the code, models, and infrastructure, deployed under your control, no vendor lock-in and no platform fees.
It's scoped per project on a timeline agreed in writing before any work starts. A single focused capability ships faster than a fully connected system; we lock scope and timeline up front so there's no open-ended drift.
Want a system like this? Let's scope it.
Tell us the problem. We'll map the system and scope it with you, or give an honest no.