Consulting-led. No software lock-in.
Cut Hours of Manual Work Per Submission. Get Quotes Out First.
I help MGAs and underwriting teams eliminate the labor cost of manual submission processing — connecting your inbox, extracting ACORD and PDF data automatically, and routing clean structured data to your underwriters in minutes instead of hours. Consulting-led. No software lock-in.
Up to 80% reduction in manual data entry time
Hours saved per submission, per underwriter
Same volume — fewer staff hours
What Manual Submission Processing Is Actually Costing You
Every submission your team processes by hand carries a hidden labor cost. When an underwriter or ops staff member spends 20–45 minutes extracting data from PDFs, chasing missing fields, and re-entering information into your system — that's not just slow. It's expensive.
A team processing 100 submissions per week at 30 minutes each is burning over 50 staff hours weekly on work that automation can handle in seconds. That's a full-time employee's workload spent on data entry — not risk decisions, not revenue-generating work.
Automated document processing eliminates that cost. The same submissions get processed in minutes. Your people focus on what they were hired to do.
recovered for every 100 submissions automated
reduction in manual touchpoints per submission
— dramatically higher throughput
Manual Submission Processing Is Costing You Deals
Every hour your team spends keying in ACORD data and chasing attachments is an hour your competitors use to quote and bind. Brokers place business with whoever responds first — and manual intake is the bottleneck.
Manual Intake Is a Labor Cost Problem
Every hour your team spends keying in ACORD data, copying from PDFs, and chasing attachments is a direct labor cost with no revenue attached. Underwriters are your most expensive resource — manual intake is how you waste them.
Slow Processing Loses Deals and Burns Staff Time
Days spent processing a submission means days of staff time consumed before a single quote goes out. Brokers don't wait — they move to the carrier that responds first. You lose the deal and absorb the labor cost.
You're Paying People to Do What Automation Does Instantly
Copy-pasting from Excel, re-entering ACORD fields, manually sorting attachments — these tasks don't require underwriting expertise. They're consuming expert time and budget. Automation handles them in seconds, at a fraction of the cost.
How It Works
1. Connect your inbox
We connect your inbox — Gmail, Exchange, or IMAP — in hours, not weeks. Submissions flow in automatically without changing broker workflows.
2. Intelligent extraction
I configure intelligent document extraction for your specific submission types — PDFs, Excel, and ACORD forms. Structured data comes out the other side. No manual keying, no copy-paste, no staff time consumed.
3. Validation rules
Validation rules catch missing fields, standardize formats, and flag issues before they reach underwriters — eliminating the back-and-forth that eats days and drives up processing cost.
4. Auto-route to your systems
Clean, complete data routes automatically to your underwriting platform or CRM. Your team opens a submission that's ready to quote — not a pile of attachments to spend 30 minutes sorting through.
What You Gain
50+ Hours Recovered Per Week
Automate 100 submissions weekly and reclaim more than 50 staff hours currently spent on manual data entry — hours your team can redirect to quoting, binding, and revenue.
Cut Cost Per Submission by 60–80%
Manual processing costs $15–$40 per submission in staff time alone. Automated extraction brings that down to minutes of review — dramatically lower cost at any volume.
Quote in Hours, Not Days
Submissions that took days to process manually are structured and routed in under an hour. Be the MGA that responds first — and win more placements because of it.
2x Volume. Same Team.
When processing is automated, volume scales without proportional staff cost. Handle growth without hiring — or redeploy existing staff toward higher-value work.
Engagement Options
Every engagement starts with a discovery call. I quantify the labor savings before proposing a solution — so you know exactly what the ROI looks like before committing.
Discovery & Audit
$2,500 to $5,000
(one-time)
A 2-week paid audit of your current submission intake workflow. I map your bottlenecks, quantify the labor cost, and deliver a prioritized roadmap showing exactly what to automate, in what order, and what it will save you in staff hours and dollars.
Implementation Engagement
Starting at $15,000
(one-time)
Full design and deployment of your submission intake automation — extraction configuration, routing rules, validation logic, and rollout support. You get a working system that immediately starts recovering staff hours and cutting cost per submission.
Enterprise & Ongoing
Custom
High-volume teams needing deeper integrations, SLAs, custom workflows, and ongoing optimization. Built for MGAs processing thousands of submissions monthly who need automation that scales without proportional headcount growth.
Every engagement starts with a discovery call. I quantify the labor savings before proposing a solution — so you know exactly what the ROI looks like before committing.
Built on Production AI Document Processing Systems — Not Demos
Every engagement is backed by real delivery experience. The Y.A.M.S. platform (Yielding Access to Market Solutions), built for the National Black Food Justice Alliance, is a live production system that processes real documents at scale — the same extraction and normalization principles applied to insurance submission intake.
- ✓$74,000 contract delivered on time and in production
- ✓1,232 documents processed through a multi-model AI pipeline
- ✓Taggun OCR extraction feeding OpenAI normalization — unstructured document inputs turned into structured, queryable records
- ✓Full-stack delivery: React Native mobile + Python backend + MongoDB + Next.js admin portal
- ✓Client renewed maintenance contract twice — system still running
The same architecture that eliminates manual data entry for community receipt processing eliminates manual data entry for ACORD forms, PDF submissions, and Excel attachments.
View Full Case Study →Portfolio — Document Processing Systems I've Built
Both projects below required the same core capability: ingesting unstructured documents, extracting structured data with AI, validating it, and routing it to the right destination — at scale, in production. No manual entry. No copy-paste. The same principles that cut submission processing time for MGAs.
Y.A.M.S. (National Black Food Justice Alliance)
Built a production AI document processing platform. Users photograph unstructured grocery receipts — a multi-model pipeline (Taggun OCR + OpenAI normalization) extracts merchant data, line items, totals, and location into structured records automatically, eliminating all manual data entry. A Next.js admin portal surfaces analytics, geographic intelligence, and exportable reports.
Unstructured document input → AI extraction → structured output → analytics dashboard. Zero manual entry. The same pipeline that automates submission intake for MGAs.
View Full Case Study →Illinois Fatherhood Initiative (IFI)
Built a batch document processing pipeline for a state nonprofit managing thousands of scanned, unstructured document submissions. The system ingested scanned images in bulk, ran AI extraction to pull structured metadata from unstructured content, validated the output, and automatically routed clean records to the right reviewers — eliminating all manual sorting, keying, and triage. Staff hours previously consumed by data entry were fully redirected to evaluation and decision-making.
Batch ingestion of scanned, unstructured documents — extracted, validated, and routed automatically with zero manual entry. This is exactly the problem MGAs face with high-volume PDF and ACORD submissions arriving daily. Same pipeline, same outcome: your team reviews decisions, not data.
View Full Case Study →Schedule Your Discovery Call
See how automated submission intake can cut your labor cost, recover staff hours, and win more placements.