Submission Ingestion & Triage
Stop Drowning in Broker Submissions, Start Winning More Profitable Business
The only platform that connects directly to your rating stack - so you can respond even faster to the deals that matter
Faster responses
Quote in minutes, outpace the competition and win more business
Less manual busywork
Free your underwriting experts to focus on judgement calls
Smarter triage decisions
Target the right risks with triage guided by your models and strategy
Submission Ingestion
Ingest, extract and surface submission data automatically
Process complex multi-format submissions without manual admin
Free up underwriter resource to focus on high value judgement and broker relationships
Triage
Apply tailored risk rating to score and prioritize opportunities based in risk appetite
Surface highest-value submissions for immediate underwriter action
Combine AI-powered insights with expert underwriter judgement
Configurability and Control
Create schemas, rules, and dashboards per LOB
Select manual or auto-triage methods, using fine-based criteria
Configurable entry/exit (email forwarding, manual upload, integrations) and self-serve connectors fit into existing cores and broker flows
FAQs
How complex is the integration and set-up?
Not complex. You can start with configurable entry/exit points (manual upload or email forwarding) and then move to integrations later. And because we connect to your pricing systems, our Triage solution is “schema-aware” out of the box, so your underwriters always collect the right data—nothing less, nothing more.
Is the triage system a black box?
No, you control what’s extracted and how scoring logic works, set clear automation thresholds, and define where humans are in the loop. The system surfaces the pricing indicators behind the triage, and underwriters can override any decision.
What submission formats do you support?
Our ingestion agent supports multiple different formats including Excels (SoVs), PDFs, images and zip files. ACORD forms should be supported if they come in one of these formats. We're continuously testing and improving our ingestion agent capabilities to ensure seamless submission across all LOBs.
What are the main differences between hx's Submission and Triage solution and other similar tools?
hx's Submission and Triage solution is tied directly to portfolio strategy and pricing/rating data, empowering you to make better prioritization decisions that drive loss ratio improvements, not just operational time savings. By connecting your ingestion and triage to your wider pricing and underwriting workflow, you enable faster, smarter data-driven decision making.