Submissions Overview
Submissions are the core of Kantilever. Each submission represents an insurance request moving through your underwriting workflow.Submission Lifecycle
Statuses
| Status | Description |
|---|---|
| Intake | Newly received submission awaiting initial processing |
| Extracting | AI is extracting data from documents |
| Review | Ready for underwriter review and analysis |
| Needs Info | Waiting for additional information from broker/agent |
| Quoted | Quote has been issued to the submitting party |
| Bound | Policy has been bound |
| Declined | Submission has been declined |
Submission Sources
Submissions enter Kantilever through three channels:- Kantilever creates a submission
- The email body and attachments become documents
- AI extracts data based on your desk’s field schema
Upload
Manually upload documents to create a submission:- Navigate to a desk
- Click + New Submission
- Upload files (ACORD forms, SOVs, etc.)
API
Integrate with other systems via the API to create submissions programmatically.Priority Levels
Assign priority to manage your queue effectively:| Priority | Use Case |
|---|---|
| Urgent | Time-sensitive, requires immediate attention |
| High | Important, should be processed soon |
| Normal | Standard processing timeline |
| Low | Can be handled when time permits |
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