Clean, complete, in-good-order submissions, faster.
Collect the data and documents a bind needs through one guided flow, with Otto checking for what's missing before it ever causes a NIGO.
Works alongside your AMS.
New client · Onboarding
Insurance · Day 3
- Agreement signed
- Intake completed
- ACORD forms uploaded
- client-supplied policy info access
- Kickoff scheduled
Otto: Waiting on client-supplied policy info. Drafted a reminder, ready to send.
The chase
Where insurance onboarding actually stalls
- Loss runs sit in the client's inbox for weeks while the quote waits.
- ACORD forms come back half-filled, so the submission bounces back and forth.
- One missing dec page or VIN turns into a NIGO and resets the clock.
Your onboarding
Everything you chase, in one flow
Documents & assets
ACORD forms, dec pages, loss runs, VINs
Account access
client-supplied policy info
Ready when
ready to bind, no NIGO
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Insurance client onboarding, answered
Insurance client onboarding is how an agency collects the data and documents needed to quote and bind a policy: ACORD applications, declarations pages, loss-run history, and vehicle or property details. AutoStack runs it through one guided intake link, and Otto checks every submission for completeness before it reaches the carrier, so files go in in-good-order instead of bouncing back as NIGO.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next insurance client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.