How a submission moves
From inbox to underwritten.
What happens between a broker pack arriving and a decision you approve.
Synced from Gmail01 · Intake
A broker pack lands.
PDF, Word, Excel, email: Lore reads the whole pack.
02 · Chase
Missing something? Lore chases.
Gaps are caught up front. Lore will chase the broker for the missing information and update the submission once it is received.
03 · Extraction
The model extracts the risk.
Extraction plus parsing produce one structured risk record. The extracted risk is based on your configuration.
04 · Decision core
Rules first. Then the judgment calls.
Determinstic and semantic rules run against the extracted risk. Then priced through your own rating engine.
05 · Human gate
A person releases it.
Nothing is released without approval. Your underwriter sees the data and the verdict, then approves, rejects or overrides. Every choice is captured.
06 · On the record
Back to the broker, on the record.
Every rule check is pinned to a playbook version. The decision goes back to the broker. Every override feeds the next version of the playbook.
See the playbook.