ARTI gives the renewal desk its hours back — extracts SOVs and ACORDs, tracks every submission and quote, and points producers at the next account worth writing.
| Account | TIV | Renewal | Stage |
|---|---|---|---|
| Marina Grande Condo Assoc. · FL | $84.2M | Apr 30 | SOV in |
| Sea Crest Tower II · FL | $61.0M | May 02 | ACORD |
| Vista Pointe HOA · FL | $42.7M | May 06 | Submitted |
| Coral Reef Office Park · FL | $28.4M | May 09 | Quote in |
| Magnolia Ridge Apartments · GA | $19.8M | May 14 | ACORD |
Find the next account, write the renewal, never lose either.
From first signal to Applied Epic,
every step in one place.
ARTI connects the producer's prospecting queue to the AE's renewal desk to the AMS — no handoff email chains, no lost documents.
Lead surfaced
Live signals from Sunbiz formations, FEMA flood updates, NHC active storms, and renewal windows — filtered through your appetite matrix. Producer opens Scout, the next call is already at the top.
Lead intelligenceLead becomes an account
One click converts a Scout lead into a full account record. ACORD and SOV documents are attached, extracted, and the record is built end-to-end — no rekeying, no loose files.
Extraction · ACORD · SOVAE works the desk
Per-carrier packets assemble in seconds — zip, manifest, and an AI-drafted submission email reviewed before send. Every carrier touch tracked: quotes in, follow-ups due, declinations logged. Nothing falls through.
Packet composer · AI emailsBound and handed off
Account bound. ARTI pushes the structured record to Applied Epic — policy data, docs, and notes land in the AMS automatically. The desk closes the loop without a second pass.
AMS handoffLead surfaced
Live signals from Sunbiz formations, FEMA flood updates, NHC active storms, and renewal windows — filtered through your appetite matrix. Producer opens Scout, the next call is already at the top.
Lead intelligenceLead becomes an account
One click converts a Scout lead into a full account record. ACORD and SOV documents are attached, extracted, and the record is built end-to-end — no rekeying, no loose files.
Extraction · ACORD · SOVAE works the desk
Per-carrier packets assemble in seconds — zip, manifest, and an AI-drafted submission email reviewed before send. Every carrier touch tracked: quotes in, follow-ups due, declinations logged. Nothing falls through.
Packet composer · AI emailsBound and handed off
Account bound. ARTI pushes the structured record to Applied Epic — policy data, docs, and notes land in the AMS automatically. The desk closes the loop without a second pass.
AMS handoffFive scenes from a regular Tuesday.
A queue of leads worth a call.
Live formations from Sunbiz, FEMA flood updates, NHC active storms, and GDELT events — filtered through your appetite matrix. The producer opens Scout and the next call is already at the top.
Source documents to populated SOV in under two minutes.
Drag the appraisal and wind mit. ARTI reads the values that survived, posts them to the AmRisc SOV, and flags FL statute gaps before submission.
Lifts every field off the ACORD into a structured record.
ACORD 125, 126, 140 — every box, every schedule, every signature line. Lands on the account ready for review, not retyping.
One packet per carrier. AI-drafted, AE-approved.
Per-carrier zip + manifest + email body composed in seconds. The narrative is AI-generated against the SOV summary — but only ships if it passes PII / voice / structure validation. Otherwise, the deterministic template goes out instead. Every draft routes through review before send.
Plain-English questions, on any account.
"What's the TIV trend on Marina Grande the last three years?" "Which ACORDs are missing wind mit values?" Ask ARTI answers from the live pipeline + appetite + doc set.
What the desk did, what's still in the air.
Tier overview, activity timeline, executive view. Cuts on producer, carrier, line of business, and renewal window. Built for the Monday meeting.
We'll bring a real account.
You bring the questions.
Forty minutes, your screen, one of your renewals. We'll run an extraction live and you'll see exactly what the desk gets back.