Automated Underwriting Assistant - Coming in 2026

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 Fast, consistent underwriting—without the manual grind. Our AI-powered assistant ingests underwriting guidelines (PDF/DOCX), extracts rules into structured data, and guides teams through eligibility, pricing, and referrals with audit-ready transparency.  

•  AI Rule Extraction – Upload guidelines; get structured eligibility, pricing factors, limits, and exclusions—instantly.
   
• Chat + Insights – Ask plain-English questions (“What triggers a referral?”) and see cited answers.
   
• One-Click Push to Product – Auto-prefill product setup and quote forms from extracted rules.
   
• Dynamic Calculations – Apply base rates, multipliers, discounts/surcharges, and coverage factors.
   
• Referral & Decline Logic – Flag edge cases with reasons and next-step options.
   
• Versioning & Audit Trail – Track changes from document to decision.

• Cut setup time from days to minutes by automating rule capture.
   
• Reduce errors & rework with consistent, structured logic.
   
• Increase underwriting capacity without adding headcount.
   
• Improve compliance with clear rationales, citations, and logs.
   

Accelerate go-to-market—spin up new products fast. 

1.  Upload underwriting guidelines (PDF/DOCX).
    
2. Analyze with Smart RuleBot to extract rules, tables, and thresholds.
    
3. Review & Edit in a clean UI (chat, extracted data, clarity checks).
    
4. Apply to product setup and quoting with one click.
    

• Quote using dynamic eligibility, pricing, discounts, and referrals—all tracked.

 Bring intelligent underwriting to your team in days.
Book a Free AI Audit to see Smart RuleBot on your own documents.