AventasD

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  • Houston, TX

  • info@aventasd.com

From inbox to rating in minutes

RMA reads emails and attachments, extracts the facts, builds a clean submission, and pushes it to your Policy System and Rating System - so your team reviews, decides, and moves.

How it works in 60 seconds

Every submission moves through a five-step AI + analyst loop designed around the way MGAs already operate.

Step 1 - Intake

Agencies send emails with apps, driver and vehicle schedules, and loss runs (PDF, DOCX, XLSX). RMA ingests the email and every attachment - no portals or retraining required.

Step 2 - OCR + classification

Pages are split to images and passed through OCR; documents are auto-typed (app, drivers, vehicles, loss runs). Structured text goes to a vector store so downstream Q&A stays precise.

Step 3 - Normalization & enrichment

Drivers, vehicles, losses, and key dates are normalized into structured rows; duplicates, missing values, and terms are surfaced for a rapid analyst pass.

Step 4 - Human-in-the-loop

An underwriter or pre-UW skims a single workspace with tabs for Insured, Cards, Drivers, Vehicles, Loss Runs, Emails, and Duplicates; updates are one click. "Ask RMA" lets you query any file in plain English.

Step 5 - Push downstream

When ready, send to your Policy System or Rating System via API, update Policy System status and metadata, and keep a full activity log. Endpoints include Rating System submissions, Policy System status updates, and producer or insured selection - every action is tracked.

What you get

Each capability links to real UI states - no vaporware. Use the live demo below to click through the experience.

Submissions Control Room

DataTable of all incoming and processing items with stage filters, date filters, and counts - ready for ops. Server-side endpoints power both state counts and table exports.

Analyst workspace (tabs)

Insured | Cards | Drivers | Vehicles | Loss Runs | Emails | Duplicates | Activity | Ask RMA | AI | Log. Everything is visible in the popup review workspace.

Renewals automation

Daily cron imports upcoming expirations from your Policy System into RMA renewals queues (14, 21, 30, 45 day buckets), sends reminders, and advances stages - mirrored in the Renewals table.

Costs in plain sight

Tokens cost is calculated from file pages and AI token usage; per-submission cost estimates surface in the workspace so finance and ops stay aligned.

Live Renewals view

Interactive list shows ID, dates, DOT, company, status, counts, and underwriter. Quick-open the renewal popup for address, cards, emails, activity, and logs.

Blazing-fast intake (parallelized)

RMA ingests email bodies and attachments in parallel. It splits files, runs OCR + AI extraction, and processes up to 3-10 submissions concurrently while the UI streams results back.

API-first plumbing

Clean endpoints cover search, status updates, file upload, and email sending, so it is simple to plug into workflows, RPA bots, or any Policy System. The same calls power the UI.

Human-in-the-loop validation (done for you)

One-click Auto Response drafts an agent-friendly email listing missing driver, vehicle, loss run, and application data, letting your team review and send in seconds.

Impact & ROI

Quantify the upside before you switch anything. Plug in your own throughput, human processing time, and analyst rates - RMA returns a conservative ROI range.

  • Faster quote-ready submissions
    Consolidated pane of glass plus Policy System and Rating System handoffs keep cycles tight.
  • Higher hit ratios
    Fewer incomplete quotes and faster broker responses via in-tool email.
  • Lower handling cost per submission
    Automation and guided review compress analyst effort.
  • Better compliance & audit
    Activities, logs, document lineage, and cost accounting stay intact.
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Live, clickable demo

Step through a sanitized sample: submissions queue, analyst workspace, renewals, Ask RMA, and downstream push. Every screenshot is sourced from the real product.

Submissions list
All inbound transparently staged.

Who benefits

CEO / GM
Lower unit cost, faster cycle time, stronger hit rates.
COO / Head of Ops
Unified queue, precise status, clean handoffs.
CIO / CISO
Auditable processing and spend transparency.
Head of UW
Normalized schedules, fast clarifications via Ask RMA, in-tool producer email.
Claims / TPA
Consistent intake and historical loss context in one place.

Pricing & next steps

Usage-based and fair. Pricing scales with volume and complexity, not headcount. A typical submission of 10-20 pages runs about $5. If you quote multiple lines of business on the same account, add $0.75 per additional program/LOB. Volume discounts apply automatically as your monthly submission count grows.

What's included in that price: OCR + classification, AI extraction to structured fields, duplicate checks, the analyst workspace (Drivers / Vehicles / Loss Runs / Emails / Duplicates), and push to your Policy System or Rating System with full activity logs.

What can affect price: Extremely large files, exotic formats, or custom validation rules/pipelines. We'll size these during your walkthrough using one of your real submissions.

Next steps

  • Book a 20-min walkthrough: Bring a live submission; we'll measure accuracy, cycle time, and projected ROI together.

  • Try the interactive demo: See the intake -> review -> downstream push flow, risk-free.

  • Download Brochure: Share internally with leadership and IT.

*Example pricing shown for guidance; final commercial terms depend on monthly volume and any custom requirements.

FAQ & objections

"Will this replace our analysts?"

No - RMA accelerates them. You decide what is submitted; human-in-the-loop stays central. UI tabs and activities show what changed, by whom, and when.

"Can we trust the numbers?"

All AI costs are calculated and shown per submission; logs and activities are retained for audit.

"How do renewals stay organized?"

Policy System expirations import with producer and insured metadata, staged into queues, and reminders go out automatically.

"Do you integrate with our quoting stack?"

Yes - controls for Policy System (status, producer and insured selection) and Rating System submission endpoints exist today.