Underwrite a Workers Compensation Application in minutes using Agentforce

See how Agentforce transforms an ACORD 130 and loss runs into a fully structured, analyzable underwriting package inside Salesforce. This demo shows the end to end experience from document ingestion to insights, exceptions, and recommended next steps.

This demo walks through how our underwriting accelerator uses Salesforce’s Agentforce framework and Prompt Builder to turn unstructured submission documents into a complete, decision ready view of a workers’ compensation risk. Instead of manual rekeying, the ACORD 130 and the attached loss runs are uploaded directly into Salesforce. Our orchestration pipeline extracts classifications, locations, prior carriers, and underwriting responses from the application, then parses the loss runs into individual claims with full financial detail.

Once structured, Agentforce applies a layered analysis to evaluate loss ratio trends, identify inconsistencies, flag missing information, and surface the operational insights an underwriter actually needs. This isn’t a generic AI parser. It’s a governed, metadata driven workflow that aligns with carrier rules, supports auditability, and accelerates the underwriting cycle. The result is a submission that moves from raw PDFs to actionable insights in minutes, all within the Salesforce platform your teams already use.