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.