Application Screening & Risk Flag Report Generator
A done-for-you insurance agency automation built for the Insurance Underwriter, connecting Slack, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Incoming applications are automatically checked against underwriting guidelines (coverage limits, geographic risk, loss history, required documentation) and any application that meets all criteria is flagged as clean for fast-track review, while applications with one or more flags are routed to the appropriate underwriter with a highlighted exception report already generated.
The underwriter starts every application review knowing exactly what needs scrutiny, rather than reading through the whole submission to find the issue buried on page six.
- Underwriting platform or AMS
- Zapier or Make.com
- Google Sheets or Airtable (submission tracker)
- OpenAI API (risk flag summary report)
- Email or Slack (routing and exception alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means an insurance underwriter handles each case reactively, after someone has already noticed something went wrong. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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