Intake
Agentic submission intake for specialty insurance.
Picks up every email. Triages it. Starts the work.
At a glance
Email in. Triaged by agents. On the workbench.
- New submission: Tollwick Roboticsbroker@wendlecote.com3 emailsSubmissionDone9:42 AM
- broker@wendlecote.com9:12 AM
- Agent email to underwriting@marrowdene.com9:14 AM
- broker@wendlecote.com9:42 AM
- Vellowmere Analytics, cyber submissioncyber@pellbrae.comSubmissionProcessing9:38 AM
- RE: Ossendale Clinics, quote timing?mp@kinnowfield.com2 emailsRequestDone9:15 AM
- Q4 excess capacity updatemarkets@corrowby.comFYIDone8:51 AM
- Automatic reply: out of officeteam@hollisfen.comAutomatedDone8:20 AM
How it works
- 01
Your inbox, pointed at Lexcel
Brokers keep sending to the address they use today. Forward your submissions mailbox to Lexcel and every email, thread, and attachment lands in one shared inbox.
- 02
Agents triage every email
Agents read each email and its attachments, from PDFs and spreadsheets to scans and forwarded messages, and label it as a submission, a request, FYI, or automated.
- 03
New risks reach the workbench
Your intake workflow puts each new risk on the workbench. When someone needs to know, agents email your underwriters or team.
How it fits
One inbox for the desk. Your rules for who hears about it.
Every conversation in one place
The desk sees each conversation with its label and status, from Processing to Done. Anyone can retry a run with a note or mark it done.
You decide who gets emailed
Each inbox sets its recipients, from anyone in your organization to specific addresses, and when agents email them: only when needed, always, or never. Underwriters keep the final say on the risk.
Read: How to start an agentic underwriting workbench in the Journal
Connects everywhere you work
Works with your existing systems.
Security & Compliance
Built for enterprise security.
SOC 2 Type II
