From Submission Package to Underwriting Intelligence in Minutes
Cazimir processes your documents, extracts structured data, flags what’s missing, and learns from every correction your team makes — so the next submission is faster than the last.
The Workflow
Step 1: Upload Anything
Drop in a full submission package. ACORD forms, Statements of Values, loss runs, supplemental applications, property schedules, spreadsheets, scanned documents, emails — any format, any broker, any level of quality.
No pre-formatting required. No templates to fill out. Upload it as it arrives.
Step 2: Automatic Classification
Cazimir identifies what each document is — ACORD, SOV, loss run, supplemental, or supporting material — and routes it through the appropriate extraction pipeline. No manual sorting. No mislabeled files slowing down the process.
Step 3: Intelligent Extraction
For each document, the platform:
- Extracts structured underwriting data (property details, coverage limits, loss history, occupancy, construction, values)
- Normalizes inconsistent formats into a clean, consistent schema
- Scores confidence on every extracted field
- Detects missing information that should be present
- Identifies cross-document inconsistencies (conflicting year built, mismatched occupancy types, value discrepancies)
All extraction is evidence-linked: every field traces back to its source document and page.
Step 4: Human Review
Your team reviews the structured output in a clean, data-dense interface:
- Side-by-side document viewer and extracted data
- Confidence indicators on every field (high, medium, low, missing)
- One-click source verification — click any field to see exactly where it came from
- Inline editing for corrections
- Flagged inconsistencies requiring resolution
No guessing. No digging through 50-page PDFs. Review what matters, correct what’s wrong, move on.
Step 5: The System Learns
This is where Cazimir diverges from every other tool.
Every correction your team makes is stored as a first-class training signal. The platform learns:
- How specific brokers format their documents
- Which fields your team consistently corrects
- What your organization’s review standards and preferences are
- How to handle edge cases it hasn’t seen before
The result: your 50th submission from the same broker processes with significantly higher accuracy than your 5th. The system compounds your team’s expertise into permanent institutional intelligence.
What Makes This Different
| Static Extraction Tools | Cazimir |
|---|---|
| Process submission #1,000 the same as #1 | Process submission #1,000 the same as #1 |
| Break when formats change | Adapt to new formats from corrections |
| Require technical reprogramming | Require only a human correction |
| One-size-fits-all extraction | Tuned to your organization’s specific patterns |
| Knowledge stays in people’s heads | Knowledge compounds in the platform |
Under the Hood
Evidence Traceability
Every extracted field links to source document, source page, and confidence score. Audit-ready from day one.
Cross-Document Validation
Automatic detection of conflicting information across documents in the same submission package.
Confidence Scoring
Transparent scoring on every field so reviewers know exactly where to focus attention.
Immutable Correction History
Complete audit trail of every extraction and every human correction — critical for regulatory compliance (NAIC, FCA Consumer Duty).
See It Handle Your Submissions
Book a 20-minute call. We’ll process your actual documents — not a canned demo — and show you exactly how the platform handles your submission types.