Convr® Issued U.S. Patent for Innovations in Document Data Extraction Using Machine Learning

CHICAGO (August 4, 2026) – Convr^®, the company that invented theAI-native commercial underwriting workbench, today announced the strategic positioning of d3 Desk, the rating and quoting engine inside its Convr AIUnderwriting Workbench. The d3 Desk module gives commercial P&C carriers and MGAs a single environment to rate risks, generate quotes, and initiate bind, eliminating the workflow gaps that have historically forced underwriters to jump between systems.

Foryears, commercial underwriters have relied on disconnected tools to move fromsubmission to bind. The fragmentation slows decisioning, introduces re-keyingerrors, and adds operational friction confounding scale. By incorporating rateand quote natively inside the Convr AI Underwriting Workbench — with APIintegrations to any partner system even manual spreadsheets — d3 Desk completesthe binding process with a new industry level of productivity.

"Ourcustomers have been asking for one thing consistently . . . close theloop," said John Stammen, Chief Executive Officer at Convr. "They love what we do upstream with intake and risk analysis, but the moment anunderwriter has to leave the workbench to rate or quote, the productivity gainsare diluted, but d3 Desk solves that. Underwriting teams can now move from asubmission landing in their inbox to a quote being delivered without everleaving our workbench."

Built for the reality of commercial underwriting

Unlike consumer or small-commercial rating engines, d3 Desk is designed for complexity. The engine handles multi-line, multi-state, and multi-coverage scenarios, accommodates carrier-specific rating logic, and supports the kind of underwriter judgment that commercial submissions require. Quotes generated through d3 Desk are grounded in Convr's Risk Context Engine — a foundation that combines a 161-million-entity data lake, a commercial P&C schema continuously refined since 2016, a knowledge graph that validates every datapoint, and a domain ontology built specifically for commercial insurance.

That grounding matters. AI-driven rating is only as reliable as the data it uses to reason. d3 Desk's outputs are explainable, traceable, and consistent with  the underwriting guidelines a carrier has built into the platform.

Bindthrough any partner System

While d3 Desk handles rate and quote natively, it is intentionally open at the bind stage. Carriers can connect d3 Desk via API to their existing policy administration system (PAS), whether that is a major core platform, a cloud-native PAS, or a homegrown solution. This approach gives carriers the speed of an integrated workbench without forcing them to replace systems they already rely on.

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

CHICAGO (July 21, 2026) — Convr®, the leading AI-native underwriting workbench purpose-built for commercial P&C insurance, today released new findings from its 2026 Convr Insurance Talent and Tech Trends Survey that challenge a long-standing industry narrative.

While carriers continue to cite talent shortages as a primary obstacle to faster, more consistent underwriting, the survey of 211 commercial insurance professionals reveals that the real bottleneck is the data and technology environment underwriters are forced to work within.

Underwriters aren't slow. Their tools are.

When asked what slows down underwriting most at their companies today, respondents pointed overwhelmingly to data and tooling problems rather than people problems:

• 35.1% cited manual data entry as a top barrier

• 27.5% pointed to dated, legacy technology

• 24.6% identified too many submission data sources

• 23.2% named old processes

• 21.3% reported lack of reliability and consistency in their current systems

Compounding the issue, 63% of carriers report operating in hybrid technology environments — a legacy core with cloud-based tools layered on top — and another 22.7% remain predominantly legacy on-premise. Only 14.2% describe their core underwriting platform as mostly modern SaaS or cloud-native.

The talent narrative deserves a closer look.

When asked about the hardest underwriting talent attributes to acquire, the top response was "high productivity" (50.2%), a quality that depends as much on the systems underwriters use as on the underwriters themselves. Other top-cited attributes included insurance expertise (43.1%), technology competence (38.9%), and the ability to source appropriate data (37%).

"For years, the industry has framed underwriting capacity as a talent problem and there's no question the talent pipeline matters," said John Stammen, Chief Executive Officer at Convr. "But our data tells a more honest story. Underwriters aren't slow. They're being asked to do extraordinary work on top of fragmented data, manual entry, and legacy systems that were never designed for the volume or complexity of today's P&C market. The carriers winning the productivity battle aren't the ones hiring more underwriters, they're the ones giving their underwriters the data, tools, and the workflow to actually do their jobs."

Underwriters know exactly what they need.

When asked what their underwriting teams would benefit most from, respondents pointed to capabilities that directly address the data and tooling gap:

• 47.4% cited AI tool training

• 46.9% cited pre-screened and enriched submissions

• 45.5% cited simplified access to data

• 42.2% cited better historical account and loss data

• 36.5% cited improved data source visibility

These are not aspirational asks. They are foundational requirements and they map directly to the capabilities Convr delivers through its modular AI-powered underwriting workbench.

"Every carrier we work with has talented underwriters," Stammen added. "What they don't have yet is an environment that lets those underwriters operate to the best of their abilities. That's the gap Convr was built to close. When you take manual data entry off an underwriter's plate, you don't just save time. You unlock judgment, speed, and consistency at scale."

About the 2026 Convr Insurance Survey

The 2026 Convr Insurance Talent and Tech Trends Survey was conducted in April and reflects responses from 211 commercial insurance professionals working in property and casualty, with strong representation from leadership (35.1%), VP/Executive (37%), and management (42.2%) roles across carriers, MGAs, brokerages, and specialty markets.

For more information, visit convr.com.

Media Contact:
Alex Williams
alex.williams@convr.com
217-737-2782

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CHICAGO (July 7, 2026) – Convr^®,the leading underwriting workbench for commercial insurance organizations, offering a modular platform that streamlines underwriting workflows from submission to decision, today announced an expanded partnership with Crestwell Underwriters, a provider of specialty property insurance programs designed for condominium and homeowners associations.

Crestwell Underwriters originally approached Convr to address a familiar challenge across commercial P&C underwriting: a manual, time-intensive submission process that pulled experienced underwriters away from higher-value risk decisions. The company began with Convr's Intake module to automate and streamline its submission workflow.

"Crestwell Underwriters first saw value in Convr's Intake module and recognized that Convr could help eliminate submissions that didn't meet our risk appetite and reduce the need for manual review by an underwriter," said Paul DiFrancesco, ChiefUnderwriting Officer at Crestwell Underwriters.

The partnershiphas since expanded. Crestwell Underwriters now leverages both Convr Intake and Convr Scores, gaining a more complete view of each submission and a faster path from data to decision.

"Crestwell Underwriters is primed to take their underwriting to the next level through the power of Convr," said John Stammen, Chief Executive Officer at Convr."What sets Crestwell apart is their willingness to challenge the status quo and envision the best approach to commercial underwriting.”

By combining Intake and Scores, Crestwell Underwriters has placed their organization in a position to process more business, focus their underwriters on the risks that truly fit their appetite, and deliver faster, more consistent decisions to their broker partners.

About Convr Intake and Scores

Intake ingests, splits, classifies, extracts and prioritizes precise data from structured and unstructured documents including: PDF, Excel, Word, and emails to automate and streamline clearance and loss analysis workflows.

Scores helps underwriters evaluate and prioritize submissions to ensure quoted business fits their risk appetite.

“This is exactly the kind of forward-thinking partnership we built Convr to support, and we're proud to be on this journey with them,” said Stammen.

Media Contact
Alex Williams
Sr. Promotions Manager
alex.williams@convr.com
217-737-2782

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