There is no single best submission intake platform. Carriers with high volume and many document types usually shortlist Indico Data, Cytora or FurtherAI. Teams that want intake inside a wider underwriting system look at Convr or Send. Brisc’s Submissions Analyst fits MGAs, specialty carriers and reinsurers that need every field traced to its source, especially on property submissions.
This guide is written by Brisc, so treat it as you would any vendor’s roundup. We have described each rival by what its own website says, linked the source, and said where we are not the right choice. Brisc is one of the smaller companies on this list.
A submission intake platform turns a broker’s email and attachments into structured data an underwriter can act on. The common steps are the same across Indico Data, FurtherAI, SortSpoke, Convr and Brisc:
The email and every attachment from a shared inbox.
Each document: ACORD form, SOV, loss run, supplemental, engineering report.
The fields the underwriter needs.
For missing or conflicting information.
To a workbench, rating tool or policy system, with a human review step.
Platforms differ most in steps 4 and 5, and in how much of the underwriting decision they try to take on after intake.
The market splits into five groups, and choosing the group matters more than choosing the vendor.
Focus on getting accurate data out of documents with a reviewer in the loop. Indico Data, SortSpoke and CogniSure sit here. Brisc’s Submissions Analyst is closest to this group.
Cover intake as one of several insurance workflows. FurtherAI lists submissions, policy comparison, underwriting audit and claims. Bevaya (the new name of Roots Automation) covers underwriting, claims and policy servicing. Cytora, part of Applied Systems since September 2025, calls itself a “risk digitization and automation platform”.
Bundle it with triage and workflow. Convr pairs its Intake engine with a workbench. Send, acquired by Duck Creek, describes itself as an orchestration engine for underwriting. Sixfold is adjacent: it assesses risk for the underwriter more than it structures the packet.
Federato now describes itself as an “AI-native core platform” spanning policy, billing and claims. That is a replacement decision, not an intake purchase.
Reinsured.AI describes a submission agent that turns “a broker inbox of slips, SOVs, and loss runs into a traced facultative pack”.
Every cell below comes from the vendor’s own site on 5 October 2026. “Not stated” means we did not find it on the page we read, not that the vendor lacks it.
| Vendor | Type | What its own site says | Says it is for | Security statements on the page |
|---|---|---|---|---|
| Indico Data | Extraction specialist | Captures email and attachments from shared mailboxes; classifies by line; flags missing fields; “every extracted field includes a source link, confidence score, and audit trail” | Carriers and brokers | Not stated on the page we read |
| SortSpoke | Extraction specialist | “Insurance Document AI, Built to Be Checked”; click any field to see where it came from; “100% human oversight” | P&C carriers, MGAs, BPO firms | SOC 2 Type 2, HIPAA-compliant infrastructure on AWS |
| CogniSure | Extraction plus triage | “Commercial P&C underwriting intelligence platform”; ingests ACORDs, SOVs, broker PDFs and email; appetite matching | Carriers, brokers, MGAs | ISO 27001, HIPAA Ready, NIST |
| FurtherAI | AI-agent platform | “Domain-specific AI for insurers, MGAs, and brokers”; submissions, SOV intake, audits, claims | Carriers, MGAs, brokers, reinsurers | SOC 2 Type II, ISO 27001, GDPR; client data “never used for training” |
| Bevaya, formerly Roots Automation | AI-agent platform | “Monitors broker inboxes, classifies submissions, extracts data from ACORDs and supplementals, and populates underwriting systems” | Insurers across underwriting, claims, servicing | Not stated on the page we read |
| Cytora, an Applied Systems company | AI-agent platform | “Risk digitization and automation platform” to “digitize and decision risk” across new business, renewals and claims | Insurers, reinsurers, MGAs, brokers | Not stated on the page we read |
| Convr | Workbench with intake | Intake engine “ingests, splits, classifies, and stores” documents to “clear, triage, prioritize, and route submissions” | Carriers, MGAs/MGUs, brokers | Not stated on the page we read |
| Send, a Duck Creek company | Underwriting platform | “Orchestration engine that connects underwriting data, workflows, and decisions”; submission management | Commercial and specialty insurers | Not stated on the page we read |
| Sixfold | Risk assessment | “Underwriting AI that already knows the job” across commercial P&C and life and health | Insurer underwriting teams | Not stated on the page we read |
| Reinsured.AI | Reinsurance | Each extracted value “carries its source document, page or cell, a confidence score” | Reinsurers, cedents, MGAs, brokers | Not stated on the page we read |
| Brisc Submissions Analyst | Extraction specialist | Consolidates each field across the email and every attachment, keeps conflicting values with their sources, marks absent fields “Not Found” | MGAs, specialty carriers, reinsurers | Dedicated tenant per customer on Microsoft Azure; your data never trains a model; SOC 2 Type II |
National brokers should start with tools built for the sending side: FurtherAI, SortSpoke and Applied Systems (Cytora and Indio) are the names most often shortlisted, and Brisc is not built for this buyer.
FurtherAI’s own roundup for national brokers lists itself, Quandri, SortSpoke, Inaza, Sopact Sense, Applied Indio and OpenWater, and separates AI-native tools for commercial submissions from form-first tools such as Applied Indio. That is a vendor’s list that ranks the vendor first, so use it as a starting shortlist only. If your agency already runs Applied Epic, ask Applied what the Cytora acquisition means for you.
Brisc’s Submissions Analyst is built for the desk that receives the broker’s packet: MGAs, program administrators, specialty carriers and reinsurers. If you are a retail or national broker, one of the tools above will fit better.
For pulling risk details out of mixed packets, Indico Data, SortSpoke, CogniSure and FurtherAI all publish field-level traceability or audit trails, and Brisc is the one to test when documents in the same packet disagree with each other.
Ask every vendor to show you three things on your own files:
Indico Data, SortSpoke and Reinsured.AI all state that each field links back to its source. So does Brisc: every value carries its source file, sheet and location in the document, the reasoning and a confidence.
The email says one TIV and the SOV says another. Brisc keeps every conflicting value with its origin, counts how many sources agree, selects the most credible with a written reason, and never overwrites the originals.
Brisc marks every expected but absent field as “Not Found”, so gaps are as visible as values.
Brisc’s field set today is strongest on property: insured details, TIV and BI, a long list of perils with sublimits and deductibles, layers and the full tower.
No independent ranking of submission intake security exists, so the honest answer is a list of questions; among the vendors here, FurtherAI, SortSpoke and CogniSure publish attestations on their main pages, and Brisc publishes its SOC 2 Type II status and its tenancy model.
Ask each vendor for:
Type II covers a period of time and Type I a single date. Check that the product you are buying is inside the audited scope.
Which cloud, which regions, and whether you can choose.
Whether your submissions, or your corrections, train models used for other customers. Get it in the contract.
Shared database with logical separation, or a dedicated environment.
Single sign-on with your identity provider, role-based access, and a log of who reviewed and changed each field.
Which model providers and cloud services see your data.
Brisc’s position: each customer runs in a dedicated tenant on Microsoft Azure with its own database, storage and key vault, and no shared fallback. Sign-on federates with your own Microsoft Entra directory. Your data never trains a model. Each review is stamped with the reviewer’s identity, alongside what the AI proposed and what the human chose. Brisc has completed its SOC 2 Type II audit; ask us for the report. Details are on our security page.
Match the platform to your situation, then test two or three on your own worst packets.
| Choose | If |
|---|---|
| Indico Data | You are a large carrier that wants intake to sit in front of existing systems and route work across many lines. |
| FurtherAI or Bevaya | You want one vendor’s agents across submissions, audits and claims. |
| Cytora | You run Applied Systems products or want intake tied to decisioning. |
| SortSpoke | Reviewer control over every field is the priority. |
| CogniSure or Convr | You want appetite matching and triage with intake. |
| Send | You are buying an underwriting platform, not only intake. |
| Reinsured.AI | Your work is facultative or treaty reinsurance placement. |
| Brisc | You are an MGA, specialty carrier or reinsurer handling property-heavy packets, and your problem is trusting the data: conflicting values, missing fields and proof of where each number came from. |
Brisc is the wrong choice in several common cases, and it is better you hear that from us.
Helix Underwriting Partners, a specialty MGA, has processed more than 2,975 property submissions with Brisc at 99.1% field-level accuracy, with 91% needing no manual touch (read the case study). Brisc pushes reviewed data to the customer's policy administration system (PAS) by API, or delivers a file the system loads; ask us about yours.
Run 50 to 100 of your own historical packets, including the worst ones.
Measure reviewer minutes left per packet, not extraction time.
Include packets where the email and the SOV disagree. See what each tool shows.
Include packets with fields missing. See whether the tool says so or guesses.
Click through from five fields to their source documents.
Confirm the handoff to your workbench or policy system with a live push.
Ask the six security questions above and read the SOC 2 report.
For messy packets, shortlist Indico Data, SortSpoke, FurtherAI and Brisc, then test on your own files. Brisc is worth including when packets are property-heavy and documents contradict each other, because it keeps every conflicting value with its source. See our guide to messy broker packets.
No. Brisc’s Submissions Analyst is built for MGAs, specialty carriers and reinsurers that receive broker submissions. Brokers sending submissions are better served by FurtherAI, SortSpoke or Applied Systems.
Some do and some do not. CogniSure and Convr advertise appetite matching or triage. Brisc applies your appetite to prioritise what to quote first and leaves the decision to the underwriter.
Do not compare published percentages, because each vendor measures differently. Run the same packets through each tool and count the fields a reviewer had to correct.
It depends on integration. Email-forwarding tools can be tested in days; a workbench or core-system replacement is a longer project. Brisc’s Submissions Analyst typically goes live in 2 to 6 weeks. More on how the Submissions Analyst works.
30 minutes, no slide deck. Tell us where the volume hurts and we show you the Analyst on it. Bring a bordereau, statement or submission if you have one; you don’t need to.
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