Announcing Layerup Agentic AI Deployment Services
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Solutions / Broker & Distribution Ops

Autonomous broker and distribution operations.

Layerup agents intake submissions from every broker channel, clear and route them, chase completeness, support bind and issuance, reconcile commissions, and run producer onboarding and licensing inside your existing systems.

Scope
Submission to commission
Channels
Email, portal, agency upload
Adoption
One desk, one workflow
01Lifecycle

From broker submission to bound, billed, and reconciled.

Layerup spans intake to commission reconciliation. Distribution leaders and underwriters approve, supervise exceptions, and own broker relationships.

Broker & distribution lifecycle
7 stages
  1. 01
    Broker submission intake
  2. 02
    Clearance & appetite match
  3. 03
    Submission completeness
  4. 04
    Quote routing
  5. 05
    Bind & policy issuance
  6. 06
    Commission & comp admin
  7. 07
    Broker comms
02Capabilities

Seven workflows. One distribution operating model.

Each workflow is a deployable agent surface — start with submission intake and clearance, expand into bind support, commission reconciliation, and producer onboarding.

01 — Email & portal submission intake
5 steps

Submissions from every broker, every channel.

Agents monitor broker mailboxes, agency portals, and uploads — classifying new business, renewals, endorsements, and quote requests and routing them to the right desk.

  • 01Broker mailbox monitoring
  • 02Portal and upload ingestion
  • 03Submission type classification
  • 04Producer and agency match
  • 05Routing to the right underwriting desk
02 — Clearance & duplicate detection
5 steps

Clearance done in seconds, not days.

Agents run clearance and duplicate detection across submissions — preventing broker disputes, surfacing existing accounts, and respecting first-in conventions.

  • 01Named insured normalization
  • 02Account history lookup
  • 03Duplicate submission detection
  • 04Existing account reconciliation
  • 05First-in / appointed broker logic
03 — Submission completeness & missing-info chase
5 steps

Complete submissions, fewer broker pings.

Agents evaluate every submission against your completeness requirements and chase the missing pieces from the broker — politely, persistently, and on schedule.

  • 01Completeness check per program
  • 02Missing-info checklist generation
  • 03Broker outreach drafting
  • 04Follow-up scheduling and tracking
  • 05Submission status visibility
04 — Appetite match & quote routing
5 steps

In-appetite risks to the right desk, faster.

Agents apply your appetite and program criteria, route in-appetite risks to the appropriate underwriting desk, and decline or refer out-of-appetite submissions with documented rationale.

  • 01Appetite and program screening
  • 02Class and segment classification
  • 03Underwriter and desk routing
  • 04Decline-with-reason drafting
  • 05Referral package preparation
05 — Bind, issuance & policy comms
5 steps

Bind requests and issuance, supported end to end.

Agents intake bind requests, prepare binders and subjectivities lists, support policy issuance, and notify brokers as each milestone clears.

  • 01Bind request intake
  • 02Binder document preparation
  • 03Subjectivity list and tracking
  • 04Issuance write-back support
  • 05Broker milestone notifications
06 — Commission & compensation admin
5 steps

Commission accuracy without the spreadsheet sprawl.

Agents reconcile commission statements, validate producer compensation against contracts, prepare adjustments, and surface exceptions for finance review.

  • 01Commission statement ingestion
  • 02Producer contract reconciliation
  • 03Premium-to-commission validation
  • 04Adjustment and chargeback prep
  • 05Exception routing for finance
07 — Producer onboarding & licensing
5 steps

Onboarding, licensing, and appointment — handled.

Agents intake producer onboarding requests, check licensing and appointment status, prepare onboarding packets, and keep appointments and lines of authority current.

  • 01Onboarding request intake
  • 02License and NPN verification
  • 03Appointment status tracking
  • 04Onboarding packet preparation
  • 05Renewal and continuing education alerts
Get started

Move distribution work from doing to approving.

Start with broker submission intake, clearance, or missing-info chase. Prove broker NPS and submission throughput improvements, then expand into bind, commission, and onboarding.