AI-Powered Commercial Insurance Submission
US Insurance Firm
The challenge
Commercial insurance producers spend significant time collecting documents, reviewing submissions, entering data into carrier portals and following up with carriers. Separately, every organisation that places business against a carrier product has to translate carrier documents into software, and repeats that work each time a rate table or question changes.
Our solution
Quantana is delivering two connected platforms. The first is an AI-powered submission and quoting platform. The second is a product configuration and underwriting workbench that turns carrier documents into structured, API-ready product definitions.
Scope and delivery
The submission platform was contracted in July 2026 for a four-month first phase, followed by a roadmap of further phases. The configuration platform followed in September 2026. Both operate under a governed model with versioning, review comments, exception tracking and an auditable history of every change.
Key capabilities
- Submission platform: 15 modules including document ingestion, AI classification of ACORD forms and loss runs, AI extraction with OCR, risk profile management, dynamic form builder, rules and rating engine, carrier integration, quote comparison and analytics
- Configuration platform: 28 modules in eight configuration groups covering form and field builders, canonical question library, conditional logic, rules and formulas, underwriting review and approval workflow, test and simulation, API mapping and readiness validation, version and change management, audit trail and publishing
- Multi-tenant SaaS design with role-based access
Outcomes
- Single workspace for the commercial submission lifecycle
- Configuration without hard-coding, supported by approval governance
- Read-only audit records protected from ordinary users
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