Insurance Broker Tools

AI Automation
for Insurance Brokers

Q: What ACORD forms does the AI extract data from?

We extract from all major ACORD forms: ACORD 125 (Commercial Insurance Application), ACORD 130 (Workers Compensation Application), ACORD 140 (Property Section), ACORD 160 (Garage Section), ACORD 25 (Certificate of Insurance / ACCORD 25 COI), ACORD 27 (Evidence of Property), ACORD 28 (Evidence of Commercial Property), ACORD 75 (Brokerage Business Instructions), and custom brokerage submission forms. Field extraction accuracy on ACORD 125: 97.8%.

Q: What insurance broker management systems does XPndAI integrate with?

Applied Epic (REST API + Applied Connect), Hawksoft (API), AMS360 (Vertafore), Jenesis (SOAP API), QQ Catalyst, Indio Technologies, and Salesforce Financial Services Cloud with insurance packages. We also connect to insurer portals: Travelers, Liberty Mutual, CNA, Hartford, Nationwide, Zurich, and Lloyd's market systems.

Prepare quotes 70% faster. ACORD form extraction, multi-carrier quote comparison, policy document AI, and claims FNOL — all integrated with Applied Epic, AMS360, and Hawksoft.

ACORD 125/130Applied EpicAMS360HawksoftCOI ExtractionClaims FNOL

Book a Demo What We Automate

See the Demo on Your Own Forms

Send us a sample ACORD form or policy doc — we'll run live extraction before the call.

Automation Modules

What We Automate for Insurance Brokers

Each module plugs into your existing AMS — we don't replace it, we extend it with AI.

📋

ACORD Form Extraction

Extract structured data from ACORD 125, 130, 140, 25 (COI), 27, 28 forms — scanned or PDF. Pre-fill your AMS submission form automatically.

ACORD 125 Commercial App
ACORD 130 Workers Comp
ACORD 25 / 27 / 28 COI
Custom brokerage submissions

💰

Quote Aggregation

Pull quotes from multiple carrier portals, extract premium, coverage terms, deductibles — present side-by-side comparison to client in one click.

Travelers, Liberty, CNA, Hartford
Nationwide, Zurich, Markel
Lloyd's market submissions
Automated coverage gap flag

📄

Policy Document AI

Review policy certificates, endorsements, and declarations pages — extract effective dates, coverages, limits, exclusions, and compare against client requirements.

Coverage requirements check
Exclusion flag (e.g. flood, cyber)
Renewal date tracking
Additional insured verification

🚨

Claims FNOL Intake

AI-assisted First Notice of Loss — client submits claim via web form or email, AI extracts incident details, creates claim record in AMS, routes to adjuster.

Email + web form intake
Incident type classification
Auto-create claim in AMS
Adjuster assignment routing

🔄

Renewal Automation

60-90 days before expiry, AI triggers renewal workflow: send renewal checklist to client, collect updated exposure data, pre-fill renewal submission.

Expiry date tracking calendar
Client renewal email + portal
Updated exposure data collection
Renewal submission pre-fill

🤖

Client Service AI

24/7 client-facing chatbot answering policy questions, certificate requests, claims status — escalates to broker only when needed.

"What does my policy cover?"
Certificate of Insurance generation
Claims status updates
Escalate to broker in Slack/email

Integrations

Works with Your Agency Management System

Native API connections — no rekeying, no exports, no workarounds.

🏢

Agency Management Systems

Applied Epic (REST API + Applied Connect), Hawksoft, AMS360 (Vertafore), Jenesis, QQ Catalyst, Indio Technologies, Salesforce Financial Services Cloud.

🏛️

Carrier Portals

Travelers, Liberty Mutual, CNA, Hartford, Nationwide, Zurich, Markel, Hiscox, AmTrust, Philadelphia Insurance, Lloyd's (Whitespace, PPL).

🔍

Data Enrichment

Verisk (ISO forms, AAIS), LexisNexis (risk scores), Dun & Bradstreet (commercial enrichment), Google Maps (risk location validation).

Pricing

Per-Agency Deployment

One-time implementation. You own the deployment on your own infrastructure.

Small Agency

$15K – $35K

Up to 15 producers, 2 modules

ACORD form extraction
1 AMS integration
COI verification module
Email + document intake
60-day post-launch support

Get Quote

Common Questions

What ACORD forms does the AI extract data from?

ACORD 125 (Commercial Insurance Application), ACORD 130 (Workers Comp), ACORD 140 (Property Section), ACORD 25 (Certificate of Insurance), ACORD 27 (Evidence of Property), ACORD 28 (Evidence of Commercial Property), and custom brokerage submission forms. Field extraction accuracy on ACORD 125: 97.8%.

What insurance broker management systems does XPndAI integrate with?

Applied Epic (REST API + Applied Connect), Hawksoft, AMS360 (Vertafore), Jenesis, QQ Catalyst, Indio Technologies, and Salesforce Financial Services Cloud. Carrier portal integrations: Travelers, Liberty Mutual, CNA, Hartford, Nationwide, Zurich, Markel, and Lloyd's market systems (Whitespace, PPL).

Does this work for UK and UAE insurance brokers?

Yes. UK: FCA-regulated broker workflows, Lloyd's market submissions (Whitespace / PPL), UK Employers Liability, Public Liability forms. UAE: UAE Insurance Authority forms, DIFC DP compliant, Arabic language document support. We adapt the form extraction model to each market's standard forms and regulatory requirements.

How long does implementation take?

Small Agency (2 modules, 1 AMS): 8–10 weeks. Mid-size Agency (full platform): 14–18 weeks. Enterprise MGA: 20–28 weeks. Timeline depends primarily on carrier portal access permissions and AMS API configuration at your agency — not on our development side.

AI Automationfor Insurance Brokers