Underwriting submission triage

Checks broker submissions for completeness and appetite, asks the broker for missing items, and routes clean files to an underwriter.

The operation

Live example

Click a step to see how it works.

Triage broker submissions for underwriters by checking completeness and appetite rules, enriching risk context, requesting gaps, and summarizing clean files.

Here's the plan:

Receive Submission: Collect application, attachments, broker, insured, coverage, and target dates.
Screen Appetite: Check completeness, risk profile, appetite rules, and obvious blockers.
Broker Fills the Gaps: Email the broker a short form listing only what's missing, filled in with what the submission already says. The broker answers from the link, with no account.
Underwriter Review: Recheck anything the broker sent, then send the right underwriter the summary with the evidence attached.

Built it in 4 steps. The broker fills the gaps from an emailed link, an underwriter makes the risk call in Slack, and Malleable handles the rest.

Starts when

Broker submission email or portal upload

Agent

Receive Submission

Collect application, attachments, broker, insured, coverage, and target dates.

Screen Appetite

Check completeness, risk profile, appetite rules, and obvious blockers.

missing items

← Screen Appetite

Broker Fills the Gaps

Email the broker a short form listing only what's missing, filled in with what the submission already says. The broker answers from the link, with no account.

complete

← Screen Appetite

Underwriter Review

Recheck anything the broker sent, then send the right underwriter the summary with the evidence attached.

Step by step

1Receive Submission: Collect application, attachments, broker, insured, coverage, and target dates.
2Screen Appetite: Check completeness, risk profile, appetite rules, and obvious blockers.
3Broker Fills the Gaps: Email the broker a short form listing only what's missing, filled in with what the submission already says. The broker answers from the link, with no account.
4Underwriter Review: Recheck anything the broker sent, then send the right underwriter the summary with the evidence attached.

What the team gets

Underwriters receive complete submissions
Brokers fill the gaps from a link, with no account
Every submission gets the same appetite screen

Apps it uses

Guidewire
Salesforce
Box
Gmail
Slack

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