Your Submission Automation Buyers Guide
Most submission platforms claim they “automate” the intake process. In reality, they stop at basic data extraction, leaving underwriting teams to recheck fields, fix spreadsheets, and run calculations manually. That’s not automation.
What is inside the guide
The guide outlines the 8 critical buying questions to ask any vendor, such as:
- Can the platform orchestrate multiple models and route intelligently?
- Does it embed deep insurance domain expertise?
- How does it handle exceptions and accuracy safeguards?
- Is it compliant and secure with regulated data?
Each question explains why it matters and what to look for, with a platform evaluation worksheet you can use to compare solutions.
The problem
If your team still spends hours validating outputs or patching errors, your submission workflow is broken — no matter how advanced the platform looks on paper.
The solution
Choosing technology that truly supports underwriting is critical. To help, we’ve created a Buyer’s Guide for Submission Platforms — adapted from Vinod Singh’s white paper on automating specialty insurance submissions.
The takeaway
If you’re evaluating platforms or planning for 2026 budgets, this guide helps you cut through the marketing claims and focus on what really matters: accuracy, trust, and underwriting outcomes.
