Industries · Insurance & MGAs
Carrier paperwork, off your producers' desks
Independent agencies, wholesale brokers, MGAs, and claims administrators run high-revenue-per-head businesses — buried in carrier paperwork. That's exactly the work agents take over.
Team and partners across North America, Latin America, Europe and Asia · support in English and Spanish · annual commitment, flexible payment plans
Submission Agent · run #1,208
New submission received
ACORD 125 + loss runs · from producer inbox
ACORD fields extracted
insured · lines · limits · carrier history
Loss runs summarized
3 carriers · 5-year history normalized
Posted to Applied Epic
client record updated · docs attached
Missing COI → producer notified
waiting on carrier document
In one paragraph
ElectroNeek automates insurance back-office work by reading submissions, ACORD forms, loss runs and claims documents with AI, posting validated data into agency management systems like Applied Epic, AMS360 and HawkSoft, and escalating only exceptions to producers. Agencies typically remove 60–80% of manual touch time on document intake.
Systems we reach — and what we do in each
Through the API where there is one, through a bot on screen where there isn’t. All 700+ integrations →
Applied Epic
- —Certificates of insurance issued by a bot from emailed requests
- —Policy data exported nightly for validation
- —Renewal tasks created 90/60/30 days out
AMS360
- —COI requests entered and sent the same hour
- —Loss runs attached to the client record
- —Activity notes written back after each run
HawkSoft
- —Submissions typed in from ACORD forms
- —Claims documents filed to the policy
- —Daily task list exported to Sheets
EZLynx
- —Quote data read from carrier emails
- —Client records updated from intake forms
Vertafore
- —Renewal summaries drafted from policy data
- —Documents routed by type to the right folder
Outlook
- —COI and endorsement requests classified on arrival
- —Loss-run requests sent to carriers and chased
- —Invoice attachments filed and logged
ImageRight
- —Scanned documents indexed to the right file
- —Missing-document checks before binding
Where it hurts — we’ve seen it before
Submission intake
ACORD forms and loss runs arrive by email and get rekeyed into the AMS by hand — every submission, every renewal.
Quote comparison & policy checking
Comparing quotes and checking policies across carriers is slow and error-prone — and renewal season turns it into a crunch.
Claims documentation
For TPAs, every claim is a folder of unstructured paper that someone has to read, sort, and key in.
Submission intake, automated
Today, by hand
- — Submissions land in producer inboxes
- — ACORD forms rekeyed into the AMS
- — Loss runs read and summarized by hand
- — Renewal season doubles the pile
With the agent
- ✓ Agent reads every submission email
- ✓ Extracts ACORD data — any carrier format
- ✓ Posts to the AMS, flags what's missing
- ✓ Producers review exceptions only
The math on a typical operation
Volume
120 submissions / month
By hand
≈ 45 min each — intake, rekeying, loss-run summary
With agents
≈ 4 min of exception review each
≈ 80 producer-hours returned per month on intake alone — before renewals.
Illustrative benchmark for a typical operation of this profile — your tailored case runs these numbers on your data.
Built for: Owners and presidents, COOs and CFOs, directors of operations, commercial lines managers.
See how enterprises run ElectroNeek →Processes we build for Insurance & MGAs — written as they run
Each one says which systems are involved, what the agent, the document step and the bot each do, what to connect, a planning estimate with its assumptions, and the limits.
Customer-facing
Certificate of insurance requests answered the same hour — issued in the AMS by a bot
Outlook / shared mailbox · AI Workflows agent · Applied Epic / AMS360 / HawkSoft (Studio bot)
Read the use case →Documents and finance
Email attachments classified, renamed and filed to SharePoint — with a log in Excel
Outlook / Microsoft 365 or Gmail · SharePoint / OneDrive / Google Drive · Excel 365 / Google Sheets
Read the use case →Documents and finance
A folder of scanned PDFs becomes one Excel sheet, every night
SharePoint / OneDrive / Google Drive / SFTP · IntelliDocs · Excel 365 / Google Sheets
Read the use case →Insurance & MGAs: questions we hear first
Can AI automate ACORD form data entry into an AMS?
Yes. Agents read ACORD forms in any layout — including scanned and emailed versions — extract the fields, validate them against carrier and client records, and post directly into Applied Epic, AMS360, HawkSoft or similar systems. Producers review exceptions only.
How do MGAs automate loss run processing?
An agent collects loss runs from carrier emails and portals, reads each carrier's format, summarizes losses into a standard structure, and attaches results to the submission record — turning hours of rekeying per account into minutes of review.
What does automation typically save an independent agency?
For document-intake processes, typical outcomes are 60–80% less manual touch time and error rates under 1% after validation rules settle. Median payback across agent deployments is about five months.
Four lines from you. A tailored case from us.
Name the process, tell us what happens today, list the systems, and say where it hurts most. We dig into what you actually run and come back with the case — on your data, with the planning math and its assumptions. If a process doesn’t pay back, we say so before the sandbox, not after.