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Follow these steps to start managing submissions in Kantilever.
1. Connect Your Email
Before receiving submissions, connect your Outlook inbox:
- Go to Settings > Integrations
- Click Connect Outlook
- Sign in with your Microsoft account and authorize access
Kantilever will monitor your inbox for incoming submissions.
2. Create a Desk
Desks organize submissions by line of business or team:
- Click + New Desk in the sidebar
- Enter a name (e.g., “Commercial Property”, “General Liability”)
- Optionally add a description
3. Set Up an Intake Rule
Intake rules determine which emails create submissions in your desk:
- Open your desk and go to Intake Rules
- Click + New Rule
- Configure conditions:
- Email To: Filter by recipient address
- Email From: Filter by sender
- Subject Contains: Match keywords in subject
- Has Attachments: Require attachments
- Enable the rule
Define what information to extract from submissions:
- Go to Data Fields in your desk
- Add fields like:
- Insured Name (text)
- Policy Effective Date (date)
- Total Insured Value (currency)
- State (enum)
- Save your extraction schema
5. Review Your First Submission
When an email matches your intake rule:
- Kantilever creates a submission automatically
- Documents are extracted and data fields populated
- Review the submission in your desk’s Submissions tab
- Update status as you progress through underwriting
Next Steps
