AI Questionnaire Automation for Insurance
Underwrite more risk.Re-key less data.
EA uses your underwriting guidelines, prior submissions, and claims evidence to draft broker DDQs, reinsurance security questionnaires, and underwriting files — in the original document format.
The underwriting admin that's costing you capacity and hours.
Every broker submission, every renewal, every reinsurance DDQ demands the same expensive hours. Underwriters re-keying data, brokers chasing referrals, and prior decisions buried in folders nobody can navigate.
The submission treasure hunt.
A broker sends a new submission and the comparable risk you bound last year is buried in a folder structure nobody can navigate.
Copy-paste, then re-underwrite.
You paste last year's answers into the broker's new template and realise half don't fit the structure — or the risk has moved on.
Quote under deadline, repeat.
The quote goes out on bind day with referral notes and answers you didn't have time to verify. The next submission starts the cycle again.
One platform. Every form your underwriting team touches.
- Broker DDQ and submission intake
- Renewal questionnaires and presentation drafting
- Underwriting file and referral memo drafting
- Reinsurance security DDQs
- Coverage form and schedule population
- Market security questionnaires (Lloyd's / coverholder)
- Bind and delegated authority reports
- Compliance, KYC and AML forms
- Audit and attestation responses
- Cross-line answer reuse across renewals
Your prior underwriting decisions become your competitive advantage.
AI-drafted responses from your knowledge base
EA reads your underwriting guidelines, wordings, loss runs, and prior submissions to draft responses in your underwriting tone — with every answer source-cited.
Connect your document management system
SharePoint, iManage, NetDocuments, Google Drive. No migration required — EA syncs where your underwriting team already works.
Reuse approved answers across renewals
Previous approved underwriting answers populate new submissions and DDQs — adapted to the specific risk, not copied verbatim.
Export in the original format
Word, Excel, PDF, or the broker's template. The format the coverholder, cedant, or market asked for.
Assign referrals to senior underwriters
Route referral questions to the right SME. Everyone reviews and approves their section inside EA — no email chains, no version conflicts.
Four steps. Submission to bound.
Build your underwriting knowledge base
Sync EA with your DMS or document store. Upload underwriting guidelines, wordings, loss runs, and prior submissions.
Upload the submission or questionnaire
Drop in the broker DDQ, reinsurance security questionnaire, or renewal form. EA auto-drafts responses from your knowledge base.
Review, assign, and approve
Underwriters review drafts, route referrals to senior colleagues or actuaries, and approve responses. Every answer is source-cited for verification.
Export and submit
Download in the broker's or market's format. Newly approved answers go straight into your knowledge base for the next renewal.
Frequently asked questions
How does EA complete an entire document?
EA reads every question in your uploaded form and matches it against your knowledge base — built from past submissions, policy documents, and team-approved content. It fills the whole form automatically, not one answer at a time.
What if a question has never been answered before?
EA will flag unanswered questions for your team to review and fill in manually. Every new answer you provide gets added to your knowledge base, making future forms faster.
How accurate are the answers?
Accuracy depends on the quality of your knowledge base. Most teams see 85–95% auto-fill accuracy from day one, improving over time as corrections are incorporated.
Is my data safe?
Yes. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We are ISO 27001 and Cyber Essentials certified and follow SOC 2 security practices. Your data is never used to train AI models.
Where does EA pull answers from?
EA pulls from your own document library — past submissions, policy documents, ESG reports, contracts, and any files you upload to your knowledge base. It never invents answers.
What happens when an answer changes or gets outdated?
You can update answers in your knowledge base at any time. EA always uses the most recent approved version of each answer.
What file formats does EA support?
Excel (.xlsx), Word (.docx), PDF, Google Docs, Google Sheets, and plain text. More formats are added regularly.
Does it integrate with our existing tools?
Yes. EA connects with Google Drive, OneDrive, SharePoint, Outlook, and Slack. A browser extension is also available for web-based forms.
My company is new to ESG reporting. Can I still use EA?
Absolutely. You can start by uploading your existing company documents — annual reports, policies, certifications — and EA will build your knowledge base from there.
How many people can use it in my company?
Plans start at single-user and scale to unlimited seats. Enterprise plans include SSO, audit logs, and dedicated support.
Why not just use ChatGPT or Copilot?
ChatGPT doesn't know your organisation's approved answers. It can't access your past submissions, it doesn't learn from your team's corrections, and it generates one answer at a time with no source tracing. EA returns a completed document from your approved knowledge base with a full audit trail — not a generic AI response you'd need to verify from scratch.
How does pricing work?
We offer per-seat monthly and annual plans, plus usage-based enterprise pricing for large volumes. See our pricing page for details.
Is there a free trial?
Yes. Start a free trial with no credit card required. Upload your first form and see EA fill it — before you talk to anyone.
Results From Teams Using EA.
This is not just saving me time
The AI is answering some questions in a way we wouldn't have thought of.
Intuitive Platform with Outstanding Support — A Must for B Corp Certification
As a Virtual Assistant supporting clients through their B Corp certification process, I've found EA to be an incredibly valuable tool. From my perspective, the platform is intuitive and user-friendly, which makes managing and organising the required documentation so much easier.
Bexi P.
Intuitive, Secure, and Seamless with Familiar Tools
It's very intuitive and enables me to still use Excel, Word and PDFs that I and my team are used to working with. Also much safer than Chat GPT or Copilot.
Andy H, C-3PO