How to build an Underwriting Submission Assistant

This agent streamlines the device insurance underwriting workflow by guiding the customer (or agent) through structured data collection—capturing device details, purchase information, and customer contact data. It automatically processes uploaded proof of purchase documents, then uses a series of advanced AI models to validate eligibility, check document authenticity, and assign a risk tier. Based on these results, it calculates personalized pricing and policy terms. The agent then generates a policy summary, creates a Google Doc for record-keeping, and sends a customized approval email to the customer, all without human intervention. This automation reduces turnaround time, minimizes errors, and ensures consistent, rules-based underwriting decisions.