Vertical operator for commercial insurance submissions

Built for agency owners, ops leads, and account managers

Forward the thread. Get a carrier-ready submission pack in 24h.

Deskhub turns messy renewal and new-business intake into a submission pack, missing-info outreach, and deadline follow-ups, with approval gates before anything goes out.

Start pilotSee 3-minute flow

Pilot operating promises

24h

Pack draft SLA on complete inputs

3

Max clarification questions per turn

100%

Outbound actions with approval gates

The bottleneck is messy intake, not effort

Commercial teams already work hard. The process still breaks when critical data is fragmented.

Inbox chaos hides critical context

Submission data is split across long email threads, attachments, and prior packs, making every case a manual hunt.

Missing fields trigger repeat follow-ups

Teams lose days chasing payroll, loss runs, and location updates after the first draft should already be done.

No consistent pack quality under deadlines

Without a structured checklist and source-cited facts, submissions go out incomplete or late.

Agent autonomy over process, not scope

Deskhub runs the loop from intake to pack draft while your team controls every outbound action.

1

Interpret

Parse thread context and attachments into extracted facts with source references.

2

Plan

Build a visible, case-specific plan and ask up to 3 highest-leverage questions.

3

Act

Draft outreach, assemble the pack, and schedule follow-ups against the deadline.

4

Verify

Validate completeness and hold all external actions behind approval gates.

What your team gets

A concrete operational output for each case, not just extracted text.

  • Carrier-ready draft pack within 24 hours on complete inputs
  • Clear missing-info checklist with reasons and source hints
  • Submission JSON plus rendered PDF pack for every case
  • Deadline-based follow-up schedule (T-10, T-5, T-2) created automatically

Trust & control

Guardrails are product behavior, not policy docs.

Approval gates by default

Sending email, attaching sensitive docs, and portal uploads are blocked until approved.

Source-cited facts

Every extracted field carries a source reference back to the thread or document page.

No invented data

Unknown fields are marked as UNKNOWN and queued for clarification instead of guessed.

Tooling scope

Opinionated by design: execute the core submission workflow first, expand integrations second.

Intake channels (v1)

  • Forward-to-case inbox
  • Manual file upload
  • Pasted thread context

Document handling (v1)

  • PDF extraction + OCR fallback
  • XLSX table extraction
  • Attachment indexing

Optional extensions (v2)

  • Carrier portal uploader
  • AMS/CRM sync
  • Client form magic links

Pilot pricing

Start with first 3 cases free or a 14-day trial, then move to per-case pricing based on LOB complexity.

See pilot options

Frequently asked questions

Send one real case

Forward the thread + attachments (and last-year pack if available). We return a draft submission pack within 24h on complete inputs.

Pilot options: first 3 cases free or a 14-day trial.

Forwarded thread + attachments
Last-year pack (optional)