Turn commercial submissions into market-ready work.
Forward a submission, loss run, schedule, or service email. Adjustly structures the risk, flags what is missing, matches it against your carrier or program rules with reasons, and prepares the next step. Your team reviews, sends, and binds in its existing systems.
Runs alongside your AMS, policy system, and carrier portals. No rip-and-replace.
AI reads every submission and matches carrier appetite
What your team can do
From unstructured work to a clear next step.
Adjustly does the reading, organizing, and first-pass preparation. Your people keep control of market selection, client advice, underwriting, and binding.
Capture the work
Bring submissions in through a tenant email address, a public broker link, or manual entry.
Read the risk
Structure facts from applications, loss runs, schedules, and supporting documents.
Find the gaps
Surface missing information, incomplete documents, inconsistencies, and review items.
Match appetite
Apply your approved carrier or program rules and return indicative match, refer-for-review, or likely-outside results with reasons.
Prepare the next step
Create application-data mappings, risk briefs, missing-item lists, market submission packages, and reviewable drafts.
Keep the record
Track markets, quotes, declinations, waivers, outcomes, policies, renewals, and service activity.
How it works
From inbox to market-ready submission.
One repeatable workflow keeps the team moving without taking judgment away from the producer, broker, or underwriter.
- 1
Capture
A submission arrives by email, broker link, or manual entry.
- 2
Read
Documents become a structured commercial-risk profile.
- 3
Verify
The team sees gaps, review items, and configured risk context.
- 4
Match
Carrier appetite or program authority is applied with reasons.
- 5
Prepare
Adjustly prepares application data, briefs, and outreach drafts.
- 6
Record
Your team acts in its existing systems; Adjustly keeps the operational history.
Built around your operating model
One platform. A clearer story for each team.
Independent agencies
Move commercial submissions from inbox to market-ready, give every role a clearer workbench, and keep the book, renewals, and service visible.
Explore agency workflowsMGAs and programs
Read inbound risks, apply appetite and delegated-authority checks consistently, route referrals with reasons, and prepare carrier memos for review.
Explore MGA workflowsWholesale brokers
Structure high-volume retail submissions, identify likely markets, prepare the approach, and retain a clear placement history.
Explore wholesale workflowsAI helps with the reading and drafting. Rules and people make the decisions.
Carrier appetite, delegated-authority checks, and many risk signals remain deterministic. AI assists with review, summaries, explanations, and drafts that your team confirms.
See the full capability modelRules stay authoritative
Appetite and authority outcomes come from configured rules, not an LLM opinion.
Review stays human
People review findings and drafts before acting, sending, or recording the outcome.
Evidence where available
Document Intelligence fields carry confidence and source references; low-confidence items are flagged.
Activity stays reviewable
Supported workflow events, AI runs, decisions, and placement activity create an operational record.
Fits your existing stack
Adjustly prepares and records. Your systems stay authoritative.
Works alongside the AMS
Import a policy book from CSV and keep the AMS or policy system as the system of record.
Makes the book visible
See ownership, pipeline, renewals, carrier/line/state mix, aging, and declination patterns.
Supports controlled access
Tenant membership, roles, and product capabilities shape what each team can access.
For agency teams
Take the complete agency overview with you.
The branded overview explains the submission workflow, role-based value, AI controls, renewals, service, system fit, and a focused way to start.
Clear before clever.
The strongest Adjustly story is simple: AI reads and drafts; deterministic rules make explainable calls; people make the decisions; the platform records the work.
Questions
The scope, clearly stated.
Does Adjustly replace our AMS or policy system?+
No. It works alongside those systems, preparing and organizing the work before and around them. Your system of record stays put.
Does Adjustly quote or bind?+
No. It prepares application data, appetite results, briefs, drafts, and placement records. Your team quotes, underwrites, and binds in carrier systems.
How does Adjustly use AI?+
AI assists with reading, review, explanations, and drafting. Deterministic rules remain authoritative for appetite and delegated-authority outcomes, and people review the output.
Can we start with one workflow?+
Yes. A focused start can use one submission segment, configured carrier or program rules, representative documents, and a controlled slice of the book.
See it run on your book.
A 30-minute working demo. Bring a real submission — watch the AI read it, match it to your carriers and programs with reasons, and prep the file end to end.
- No slides — a live run on a real risk
- See the appetite reasons and the placement record
- We'll tell you honestly if it's not a fit yet