Cooper
Insurance workflow platform that automates submissions, quoting, renewals, underwriting, and claims operations.
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Product Overview
What is Cooper?
Cooper is an AI coworker for insurance professionals, supporting the workflow from initial submission to renewal and claims reporting. It extracts information from emails and documents, completes ACORD forms, prepares submission packages, compares carrier quotes, checks risks against underwriting guidelines, and helps teams manage renewals and claims. Cooper works with existing agency management systems, carrier portals, document platforms, and communication tools without requiring a full system replacement.
Key Features
Automated Submission Processing
Extracts exposures, prior losses, and policy details from emails, applications, dec pages, and other documents to create organized submission packages.
ACORD Form Completion
Fills ACORD forms and carrier supplements automatically, identifies missing information, and highlights items that require human confirmation.
Quote Comparison
Normalizes coverage terms from multiple carriers into clear comparisons and helps prepare proposals in the agency's preferred format.
Underwriting Assistance
Checks risks against program guidelines, routes submissions toward suitable markets, and flags risks outside the defined appetite.
Renewal and Claims Support
Tracks renewal workflows, captures claim details, checks them against policies, and prepares loss runs and reporting materials.
Enterprise Integrations and Controls
Connects with systems such as Applied Epic, Guidewire, AMS360, SharePoint, Salesforce, Outlook, and carrier portals, with RBAC, audit logs, SOC 2 Type II, and HIPAA compliance.
Use Cases
- Retail Insurance Agencies : Turn inbound emails and attachments into completed applications, submission packages, carrier comparisons, and renewal workflows.
- Wholesale Brokers : Clean and structure submissions, identify suitable markets, enter risks into carrier portals, and return quotes faster.
- MGAs and Insurers : Apply underwriting guidelines consistently, flag exceptions before binding, and assemble bordereaux with less manual work.
- Claims TPAs : Capture claim information, verify policy details, support adjuster decisions, and generate loss runs for carriers.
- Insurance Operations Teams : Reduce repetitive data entry across documents, systems, carrier portals, and communication channels while keeping existing workflows in place.
FAQs
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