Stop working around rigid templates. SageSure adapts to each submission, converting unstructured PDFs into usable underwriting data in minutes. Capture data from commercial schedules and life applications without fragile schemas—then verify every field side-by-side with the original document.
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Here's what underwriting teams say about the SageSure Underwriting Workbench:
The Workbench flagged missing signatures and unverified revenue anomalies in a complex commercial property schedule before we even opened the file. It saved us from binding a policy with critical gaps.
We stopped rekeying data from PDFs entirely. The dynamic schema adaptation handles everything from 20-year term life applications to multi-location commercial schedules without breaking. Our turnaround time dropped by 60%.
The side-by-side verification gives me confidence. Every extracted data point sits right next to the source document, so I can validate in seconds instead of hunting through pages of PDFs.
Every submission is logged with full traceability—Job ID, risk flags, and document lineage—providing complete visibility across your underwriting operations.
When a submission cannot be mapped to underwriting context, the Workbench flags it for human review—preventing inaccurate data from entering your workflow.
When extraction encounters an issue, the Workbench shows exactly what needs attention—presenting the source document alongside the flagged data point for immediate verification.
