Overview

UnderwritingAI lets you upload underwriting documents by carrier and extract rules into the Risk Profile. Once documents are processed, rules automatically enhance your risk reviews on the Review & Send page.

This guide walks you through:

• Enabling UnderwritingAI

• Uploading docs by carrier, state, and product

• Managing document statuses

• Beta troubleshooting

How To Do It 🚀

Turn On UnderwritingAI

1. Go to Settings ⚙️

2. Click the new UnderwritingAI ✨ tab.

3. Check Show UnderwritingAI indicators on the Risk Profile (Review & Send page).

4. Click Save Settings.

Add a Carrier

1. In the UnderwritingAI settings page, scroll to Carriers.

2. Click Create a New Carrier.

   

3. Name the carrier

4. Click Create.

Add Product Availability + Upload Docs

1. Click the carrier name to enter its profile.

2. Go to the Product Availability section.

3. Click Add Carrier Document.

4. Fill out:

   • Product Category (e.g., Home, Auto, Umbrella)

   • State (e.g., South Carolina)

5. Drag-and-drop or upload your PDF underwriting documents.

What Happens After Upload?

• Processing can take up to ~20–30 minutes.

• A Ready status means rule extraction is complete.

• You'll see the extracted rules in the Risk Profile under the Review & Send page.

Beta Participants