Use case / Submission intake

Submissions cleared the day they arrive.

In short

Submission intake is the paperwork that decides how fast a quote can start, and it is mostly reading, checking, and data entry. Clarix reads ACORD applications, statements of value, and supplements, runs clearance and completeness checks, and sets up the account in your AMS. Your team sees a complete, triaged submission ready to quote. Every field is tied to its source document.

Who it is for

Built for teams losing days to the queue.

Operations and underwriting-support leads at MGAs, wholesale brokers, program administrators, and carriers who lose days to intake.

Inputs Clarix handles

The documents already on your desk.

ACORD applications (125, 126, 140, and supplements)
Statements of value and schedules
Loss runs and prior coverage evidence
Email attachments, portal downloads, and uploads

Workflow

How the work moves.

01
Ingest the submission from email, portal, or upload.
02
Read and extract every field, with each value cited to its source.
03
Run clearance and completeness checks against your rules.
04
Set up the account and policy in your AMS.
05
Triage to the right underwriter with a complete file.

Human review

Where judgment stays with your team.

Missing or contradictory information before the file is built.
Clearance flags your rules say need a person.
Any field below your confidence threshold.

Systems touched

Inside the stack you already use.

Your AMS, rating tools, carrier portals, and shared inboxes.

Audit trail and controls

Every action has a record.

Actor, timestamp, and source document on every extracted field and every AMS write. Exportable on demand.

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Before and after

What changes operationally.

Before and after comparison for Submissions cleared the day they arrive.
	Before, manual	With Clarix
Time to a clear file	Days, sometimes the week after	The day it arrives
Data entry	Typed by hand from PDFs	Extracted and cited to source
Completeness	Caught late, by the underwriter	Checked up front, against rules
Handoff to underwriting	Incomplete file, follow-up emails	Complete, triaged file

Product UI, ACORD fields extracted with source citationsImage placeholder

FAQ

Common questions.

What document formats does it read?

ACORD forms, SOVs, supplements, loss runs, and the common carrier formats. If a person can read it off a screen, the agent can usually work with it.

How accurate is the extraction?

Extraction is cited to its source document so your team can verify any field in one click, and confidence thresholds route uncertain values to review.