Automatically pre-sorting broker correspondence.
Brokers send powers of attorney, commission statements, claim notifications, and policy amendments by email, post, and broker portal – each broker with its own format. Parashift automatically classifies every piece of correspondence, extracts policy number and commission rate in structured form, and routes it to the right department.
Every broker writes differently; every letter has to be sorted.
Broker correspondence arrives with no shared format: powers of attorney, commission agreements, claim notifications, and free-text letters all land in the same inbox. Before a piece of correspondence can be handled, someone has to read it, assign it to the right document type, and route it to the responsible department – a back-office bottleneck at any real volume.
What Parashift recognizes in every broker letter.
Regardless of broker or format, document type and relevant fields are captured automatically.
Broker mandate / power of attorney
Commission agreement / statement
Claim notification from broker
Policy amendment request
Cancellation letter
Broker correspondence (free text)
From correspondence to department.
Email inbox, broker portal
Broker correspondence from every channel is consolidated centrally into one inbox.
Document type & broker match
Every letter is automatically matched to its document type and the right broker.
Policy no., commission rate, subject
Relevant fields are captured in structured form, regardless of the broker's format.
Right department & core system
Correspondence is automatically routed to commissions, claims, or policy administration.
Integrates with your broker and core systems.
Low-code connection via documented REST APIs, without replacing existing infrastructure.
Compliance:
What changes for your broker back office.
less manual pre-sorting of broker correspondence
to a productive pilot in your back office
One use case among many for insurance.
Claims processing, claims settlement, and application & underwriting follow the same principle: read, validate, hand off to the core system.
Pre-sort and route broker correspondence automatically.
Book a free 30-minute briefing: we'll show you how broker correspondence is classified using real sample documents.
Reply the same business day · no sales pressure
