Intake

Email

Convr is making it easier than ever to communicate about submissions within the Convr AI Underwriting Workbench. Now there is an email capability where Convr customers can create new messages for submissions. A user would first need to have a specific submission open within the platform to see the email functionality available to them.

Within the left-hand pane they would just need to click, “Email” then “Create New Message.”

From there the “From” section will automatically be generated with their user email and they would need to plug in a recipient email address. The subject line would also be prepopulated with the submission name.

Convr users can also upload submissions assets and additional attachments about the submission in addition to crafting a customized message about the submission.

Comments
Within the Summary screen you can now also add a “Comment” about a submission, and they can be posted anywhere into Forms, Assets, Emails, etc. to support collaboration. Additionally, you can build a thread of comments. You can also reply to your own comment or react to another user’s comment with a thumbs up, as well.

The idea is that you’re creating a record or recorded conversation allowing another user to enter the platform, to get up to speed on the submission chat and join the conversation with the addition of new comments, which will show up within the feed as well.

You can tag users too, so they receive an in-app notification and email. You can also see in-app alerts, click on them and be taken directly to where you as a user were mentioned within the submission. This global, in-app notification feature is useful if a user wants to bring a team member’s attention to a given item within a submission.

The intent is to open lines of communication between underwriting team members to ensure there is greater transparency and oversight of submissions.

Convr is invested in improving the Convr AI Underwriting Workbench user interface for customers and believes these two new communication features will enhance collaboration and visibility throughout the submission process.  
 

To learn more about Emails and Comments capabilities reach out to Convr at convr.com to book a demo.

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CHICAGO (September 8, 2026) – Convr®, the leading artificial intelligence company serving commercial insurance organizations, has introduced DocData for commercial brokers, carriers, and MGAs to submit their insurance application documents and receive a comprehensive risk summary for each submission in minutes.

DocData summarizes operational characteristics, exposures, loss history, and other essential data from original submission documents, providing organizations with a reliable overview that lets them know of the risk.

"Carriers,MGAs, and brokers share the same interest in perfecting application data whilereducing handling time,” said Harish Neelmana, Founder, President and ChiefProduct Officer at Convr. “Now they can feed submission documents to Convr and geta comprehensive review of the risk in just minutes.”

First-time users receive five submissions at nocost within five days. Users who see value in expanding to higher volumes can upgradeto the full Convr AI Underwriting Workbench with confidence in the returns theywill see.

Media Contact
Alex Williams
Senior Promotions Manager
alex.williams@convr.com

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For most of its early history, the Artificial Intelligence (AI) that was used in commercial P&C insurance was a co-pilot. It was an always-on analyst sitting beside the underwriting team surfacing data, flagging anomalies, organizing submissions and more. It was genuinely valuable, yet it still relied on a human to make the call.

Agentic AI changes that equation entirely. It doesn't wait for a prompt or pass-back to a human for every decision. It perceives, reasons, decides, and acts autonomously, within defined parameters, at an unmatched speed and scale. With Agentic AI and the organizational shift from AI experimentation to real‑world execution, new challenges are emerging. If Agentic AI systems are making decisions and taking actions, insurance underwriting teams need to be ready. That means new roles and levels of authority need to be defined. That way, Agentic AI agents will operate within clear boundaries, stay anchored to trusted enterprise data, and scale confidently across the organization, so innovation accelerates without sacrificing governance and control.

The reason Agentic AI requires new operational control is specific to its potential independence of reasoning, decisioning and action. It’s collecting information and getting back to the underwriting team member(s) with a result or response. You're no longer just asking it a question, but giving it the autonomy to perform an action — giving it more authority to operate on your behalf.

When engaged via the Convr AI Underwriting Workbench, your organization benefits from the power of  this reasoning capability within an underwriting workflow. For example, it can act on your behalf sending emails back to a broker for more information. But better still, you benefit from the controls required to customize the workflows to your specific business and governance requirements.

What separates Agentic AI from Assistive AI

Assistive AI is reactive. If you ask it a question, you’ll get an answer. If you feed it a commercial insurance underwriting submission, then you’ll get a summary. It’s powerful precisely because it reduces cognitive load — but the human remains in the loop at every decision point.

Agentic AI is proactive. It doesn't wait to be asked or given a prompt. Given a goal — clear a referral queue, flag a declination, prepare a financial analysis — an agentic system executes the full workflow: gathering relevant data, applying business logic, taking action, and reporting the outcome back to the underwriting team.

Here’s a helpful breakdown:

To learn more about Convr’s Agentic AI capabilities and what we’re doing for customers – get a demo now or read more about it on our newly revamped website at convr.com.

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