Intake Automation
90% of Acord Forms Arrive With Missing Information. Your Team Spends Hours Fixing Them.
RPA Studio automates intake processing, from form capture to quoting-ready data.
The Problem
What Intake Automation Solves
Incomplete Forms
Our system identifies missing fields and flags them immediately, before your team starts processing.
Manual Data Entry
Form data is automatically extracted and entered into your AMS. No re-keying.
Inconsistent Formatting
Data is normalized and validated against carrier requirements before submission.
Slow Turnaround
What used to take hours of manual processing now happens in minutes.
The Challenge
Acord Forms Were Designed for Standardization. Reality Is Messier.
Acord 125, 126, 130, 140. The forms are standardized, but the submissions aren’t. Agents receive them via email, fax, portal uploads, and handwritten notes. Fields are skipped, coverages are vague, and effective dates are missing.
Agencies tell us 60-70% of forms arrive complete. The other 30-40% require follow-up. Your team spends more time fixing forms than processing them.
The Flow
Intake-to-Quoting in Four Steps
Form Received
Acord form arrives via email, upload, or fax. Our system captures it automatically.
Data Extracted
AI reads the form, extracts all relevant fields, and identifies missing information.
AMS Updated
Clean, validated data is entered into your AMS, creating or updating the client record.
Quoting Ready
The submission is queued for quoting automation. No manual handoff required.
Intake Methods
How Forms Get In
- Email attachments (PDF, Word, Excel)
- AMS portal uploads
- Fax-to-digital conversion
- Broker portal submissions
- Direct form uploads
Integrations
Works With Your AMS
Applied Epic, HawkSoft, EZLynx, AMS360, NowCerts, QQ Catalyst, AgencyZoom, and more. RPA Studio connects directly to your management system. No middleware, no API projects, no IT tickets.
FAQ
Common Questions
What types of forms can you process?
Acord 125, 126, 130, 140, and most standard commercial and personal lines applications. Custom forms can be configured.
How accurate is the data extraction?
Our AI extraction achieves 95%+ accuracy on standard Acord forms. All extracted data is validated before AMS entry.
Can you handle handwritten forms?
Yes, with reduced accuracy. Our system flags low-confidence fields for human review.
Does this replace my CSRs?
No. It eliminates the manual data entry so your CSRs can focus on client relationships and complex cases.
Ready?
15 minutes to see if this fits your agency.
No pressure. No pitch deck. Just a quick look at your quoting flow and whether RPA Studio is a fit for it.
Month-to-month. No contract. About 30 seconds to book.