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Submissions Overview

Submissions are the core of Kantilever. Each submission represents an insurance request moving through your underwriting workflow.

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Submission Lifecycle

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Statuses

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Submission Sources

Submissions enter Kantilever through three channels:

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Email

Most submissions arrive via email. When an email matches an intake rule:

1. Kantilever creates a submission
2. The email body and attachments become documents
3. AI extracts data based on your desk’s field schema

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Upload

Manually upload documents to create a submission:

1. Navigate to a desk
2. Click + New Submission
3. Upload files (ACORD forms, SOVs, etc.)

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API

Integrate with other systems via the API to create submissions programmatically.

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Priority Levels

Assign priority to manage your queue effectively: Priority can be set manually or automatically via desk rules.

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Documents

Each submission contains documents from various sources:

• Email Body - The original email content
• Attachments - Files attached to emails (PDFs, spreadsheets, etc.)
• Uploads - Manually added files

Documents are processed for text extraction and used to populate data fields.