BoundAI
BoundAI Powered by OIP Insurtech

Insurance Workflow
Infrastructure

Built for Production

End-to-end document intelligence for commercial insurance.

01Submission
02Clearance
03Underwrite
04Bind
05Issue
06Compliance

Structured execution across the entire lifecycle

Underwriting judgment isn't the bottleneck.
Workflow is.

Delays come from everything around the decision - incomplete submissions, re-keying, duplicate risks, late-stage policy errors, manual compliance checks.

Today · fragmented

  • Email attachments & ACORDs scattered across inboxes
  • Manual re-keying between PAS, AMS, CRM and spreadsheets
  • Duplicate risks across insured, location and line of business
  • Endorsement drift and missed subjectivities
  • Spreadsheet-based compliance spot-checks
→

With BoundAI · structured

  • Unified intake from email, API, portals and document drops
  • Single classification engine routes to the right pipeline
  • Deterministic processing with auditable outputs
  • Human-in-the-loop only on exceptions
  • Clean write-back to PAS, AMS, CRM, DMS and warehouse

BoundAI Platform Architecture

End-to-end document intelligence platform for commercial insurance operations.

01 · Input Channels
✉ Email
⇄ API Call
⇪ SFTP · Portal · DMS
02 · Orchestrator

Routes every item with full lineage

03 · Classification

Doc type + intent routing

04 · Processing Flows
Submission
Loss Run
SOV
Email Extract
Custom Extract
Inspection
07 · Output Destinations
PAS · AMS · CRM
API · DMS · Warehouse
06 · Integration

Formats & delivers structured output

05 · HITL optional

Low-confidence & policy-gated review only

Operating principles: ✓ Auditable outputs ⚠ Low-confidence escalation ⏺ Stop-the-line controls

Six stages. One workflow fabric.

One orchestrator. One classification engine. Many pipelines. No rip-and-replace.

01

Ingest

Email listener, API, broker portals, SFTP, DMS, OneDrive.

02

Orchestrate

Routes every item through the right pipeline with full lineage.

03

Classify

Document type + intent across ACORDs, PDFs and spreadsheets.

04

Process

Submission, Loss Run, SOV, Email & Custom Extraction, Inspection.

05

Review

Optional HITL queue only where confidence is low or policy demands it.

06

Write back

Structured output to PAS, AMS, CRM, DMS and data warehouse.

Loss Run Analysis

Analyze loss runs in seconds, remove bottlenecks, and never miss a claim again.

  • 40%faster speed in getting the quote out
  • Hours → Minutesfor loss run processing
  • ↑accurate pricing · improved underwriting profitability

What you get

  • No more late nights cutting and pasting from 50-page loss runs
  • Clean, structured loss history available the moment you need it
  • Stop wasting time decoding each carrier's format
  • Validation and enhancement of loss data accuracy
  • Sharper, more competitive quotes in hours - not days

SOV Processing Agent

Tame messy spreadsheets. Trust your TIVs.

  • 95%+accuracy on processed SOV data
  • 70%lower UW risk from bad data
  • 60%reduction in manual review time

What you get

  • Parses and standardizes complex multi-tab schedules
  • Validates TIVs and catches duplicates, anomalies and suspicious values
  • Enriches missing COPE fields with trusted third-party data
  • Audit-ready schedules flow straight into pricing, modeling and reinsurance
40–50%faster CAT modeling inputs

Submissions

From email to quote in seconds.

  • 90%faster submission intake
  • 60%fewer manual entry errors
  • Smarterrisk selection · higher quote-to-bind when first to market

What you get

  • Captures key data instantly from emails, PDFs and spreadsheets
  • Clears risks automatically, flags duplicates, filters out-of-appetite
  • Routes qualified submissions to the right team
  • Enriches data for better segmentation, analysis and quoting
  • Delivers quote-level fields upfront so you stop chasing details

Inspection Review

Automate inspection review with intelligence.

  • 40–70%faster inspection review time
  • 100%documented audit trail & compliance visibility
  • 30–50%fewer missed discrepancies & undisclosed hazards

The system automatically…

  • Verifies occupancy, construction, financials and insured data
  • Analyzes inspection photos for physical risk indicators
  • Detects undisclosed hazards in inspector commentary
  • Validates completion of inspection recommendations
  • Routes clean files, discrepancies or hazard letters automatically
Up to 40%faster post-inspection action turnaround

OIP Insurtech - an operations & technology partner with deep E&S DNA.

Founded in 2012, OIP has grown from underwriting support into a full-scale insurtech provider - helping carriers, MGAs and program managers streamline complex insurance workflows with purpose-built automation.

  • 14years operating
  • 120+active clients
  • 1,500employees
  • 1M+hours of tech delivery
E&S market expertise Advanced data solutions ISO 27001 certified GDPR compliant

Seven ways to work with us.

Pick the engagement shape that matches your team - product, service or hybrid.

Distributed Teams

Our team extends yours, collaborating remotely across multiple initiatives under a shared SOW.

Our Products - BoundAI

BoundAI and supporting tooling - deployed into your environment with full support.

Team-as-a-Service

Full ownership of modules and projects, or targeted skill-gap fills, managed day-to-day by you.

Autonomous Projects

We build the solution end-to-end with your oversight. You own the product at delivery.

Strategic Partnership

Long-term collaboration aligning our solutions and expertise to your business strategy.

Premium Support

Dedicated support teams engaged per project on a mixed-rate model.

System Integration

Configuration and integration services under two engagement models - client's paper (under your billing, your PM) or our paper (we run PM end-to-end).

Roles across the full stack of
insurance technology.

Software Engineering

Junior · Medior · Senior · Tech Lead · Architect

Software QA

Manual · Automation · Senior · Lead QA

Solution Analysis

Analyst · Senior · Lead

Business Analysis

BA · Senior BA · Lead BA

UI / UX Design

Designer · UI/UX Lead

Data & BI

Analysts · Engineers · Scientists · ML · Data Architect

Project Management

Junior · PM · Senior PM · Scrum Master

Customer Support

Technical CSR · Domain Consultant · Customer Success Manager

IT Support Services

L1 Help Desk · Windows & Linux Admin

DevOps

Specialist · Lead

A seven-phase program,
documented end-to-end.

  1. 01

    Initiation

    BA · PM · Solution Architect

    Discovery Questionnaire · Estimation Calculator · Transition Doc · Solution Context Diagram

  2. 02

    Planning

    Project Manager · Business Analyst

    Project Management Plan · BRD

  3. 03

    Execution · Design

    Solution & Technical Lead · QA Lead · Data Analyst

    Solution Design · Functional Spec · Conversion Strategy · Test Strategy · Mapping Spec

  4. 04

    Execution · Development

    Technical Lead · QA Lead · QA Engineer

    Config Settings · Code & Files · Test Plan · RTM · Test Cases

  5. 05

    Execution · Testing

    QA Lead

    Test Results & Reporting

  6. 06

    Deployment

    Data Analyst

    Conversion Balancing Data

  7. 07

    Production

    Project Manager

    Project Closure · Transition Checklist · Lessons Learned

Risk Analysis - migrating from legacy ConceptOne to SureMGA.

Overview

Supports the broader initiative to migrate core business functionality and data from ConceptOne, a legacy system, to SureMGA - a modern, scalable, cloud-based platform.

Objective

Proactively identify and assess risks that may impact the migration - including data quality issues and operational disruptions - to enable effective mitigation planning and a successful transition.

Team

ConceptOne / SureMGA Solution Consultant · Business Analysts · Solution Analyst · Technical Specialist.

Estimate

Approximately 1,000–1,200 hours, including 48–64 hours of process demonstrations provided by USI. Access provisioning time not included.

Scope

Limited to features currently available in SureMGA and the current ConceptOne setup as implemented by USI. Excludes planned or in-development features.

Timeline

Proposed duration approximately 2–3 months.

Ready when you are

Let's put your workflow
into production.

Walk us through your highest-friction workflow. We'll show you a live BoundAI pipeline that handles it - end to end, with full audit.

Belgrade · New York · London · Hyderabad