Submission Triage Copilot

Internal underwriting intake assistant for fast first-pass review of broker submissions, structured extraction, and appetite recommendation.

Created by

Poovannan Rajendran

Analysis and review time (MM:SS:CS)

00:00:00

Current source

submission-sample-1.txt

Storage

Awaiting run

Submission intake

Broker submission workspace

Download sample Excel

Internal operating note

Upload a broker slip in Excel or paste submission notes directly. Excel uploads are converted into structured text before the same Day 1 rules engine runs. The downloadable workbook includes a submission brief, exposure schedule, and loss runs sheet so the sample feels closer to a real underwriting handoff.

Broker: North Harbour Specialty Brokers
Broker Contact: Amelia Hart | amelia.hart@northharbour.example
Insured Name: Crestline Precision Components Ltd
Insured: Crestline Precision Components Ltd
Headquarters: Birmingham, United Kingdom
Territory: United Kingdom
Class: Property
Currency: GBP
Limit: GBP 4,500,000
Attachment: Ground up primary
Policy Period: 2026-04-01 to 2027-03-31
Target Premium: GBP 198,000
Business: Precision metal component manufacturing and finished goods warehousing
Revenue: GBP 68,500,000
Employees: 245
Locations: 2 owned manufacturing sites and 1 leased warehouse
Construction: Brick and steel frame with insulated roof panels
Occupancy: CNC machining, light assembly, storage and dispatch
Fire Protection: Monitored fire alarm, hydrants and sprinkler protection at main plant
Nat Cat: Low flood score, no named wildfire exposure, standard windstorm profile
Risk Controls: Quarterly thermal imaging, hot works permit system, visitor contractor controls
Claims History: One GBP 42,000 stock damage claim in 2022, otherwise clean
Loss history: clean
Expiring Carrier: Evergreen Insurance plc
Expiring Premium: GBP 186,000
Desired Inception: 2026-04-01
Broker Objective: Fast indication within current property appetite and guidance on premium range
Subjectivities: Updated sprinkler inspection report prior to bind; signed hot works policy; confirmed valuation date within 18 months.
Engineering Summary: Thermographic survey completed January 2026 with no critical findings.
Notes: Well managed UK property risk with stable operations, moderate values, and no adverse referral flags.

Supports `.xlsx`, `.xls`, `.csv`, and `.txt` source files.

Decision

Appetite recommendation

Run the analysis to generate the internal recommendation and rationale.

Structured extraction

Captured submission fields

Structured output will appear here after the submission is analyzed.

Storage

Persistence status

The route will attempt Supabase storage when server access is available in the local environment.

Whitespace tagging

Defined data alignment

This table maps extracted values to Whitespace-defined data tags using the standard field names for contract headings.

Whitespace tag	Extracted value
Insured Name	Run analysis to populateMissing
Insured Number And Street	Run analysis to populateMissing
Insured City Name	Run analysis to populateMissing
Insured Country	Run analysis to populateMissing
Insured Country Subentity	Run analysis to populateMissing
Insured Postal Code	Run analysis to populateMissing
Class Of Business	Run analysis to populateMissing
Risk Location Country	Run analysis to populateMissing
Risk Location Country Subentity	Run analysis to populateMissing
Broker Reference	Run analysis to populateMissing
Coverage Basis	Run analysis to populateMissing
Coverage Amount	Run analysis to populateMissing