Executive One-Pager from Submission Documents

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Insurance — Underwriting

Commercial property, specialty, casualty underwriting

OutlookOCRExcel SOVpolicy intake

The problem

A submission lands in your inbox: 15-page PDF policy, 4-tab Excel SOV, broker email thread, prior loss runs as scanned images.
Underwriter spends 60-90 minutes reading, copying numbers into the rating model, summarizing risk highlights for the committee.
Different underwriters produce inconsistent one-pagers — peer reviewers and committee can't compare apples to apples.
When the broker resends with updated SOV, the whole exercise repeats.

How InsightWorker handles it

Pull the submission email + every attachment from Outlook. search_emails · download_attachment

OCR scanned documents (loss runs, prior carrier docs). document-ocr skill · ocr_document

Parse the Excel SOV into a structured view of locations, values, exposures. excel · pandas-equivalent

Apply the insurance-intake skill to extract policy terms, limits, deductibles, named insureds. insurance-intake skill

Generate a 1-page underwriter briefing: risk summary, key SOV stats, pricing inputs, broker context, prior loss history, flags. create_docx · create_pptx

Stamp [Underwriter to confirm: ...] on any field where extraction confidence is low. agent reasoning

Sample prompt

"Summarize the Apex Manufacturing submission from broker@acme into an exec one-pager."

Deliverables: executive_briefing.docx · sov_normalized.xlsx · loss_history.md · flags_for_review.md

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