IND-06-P01Friction
Waiting on the declarations page
No current dec page, no apples-to-apples quote.
Industry sheet · IND-06 · Insurance application
Complete applications, without chasing every document
Quoting and binding slow down on the same missing documents: the current declarations page, the loss runs, an unsigned application. dossaia checks each document as it's uploaded and follows up with the client until the file is complete.
Insurance agenciesAvailable
The daily grind
What's costing you time today
IND-06-P02Friction
Unsigned applications
A missing signature or date that holds up binding.
IND-06-P03Friction
Reminders across channels
Email, text, phone: every follow-up is unbilled time.
Checklist
Insurance application: the documents the AI checks
Provided by default, fully adjustable. For each document, the agent checks it's present, legible, from the right period and in the right name.
dossaia checks the presence and legibility of documents. It makes no underwriting, rating or eligibility decision: those remain with the agency and the carrier.
IND-06 · File documents
05 documents- 01
Driver's license or photo ID
Valid, legible, front and back.
- 02
Signed application
Complete, dated, signed.
- 03
Current policy declarations page
Recent, from the current or prior carrier.
- 04
Loss runs
Recent loss history (commercial lines).
- 05
Vehicle registration
For auto policies, each vehicle.
How it works
From request to a complete file
- 01
You open the file
Client name and application type; the checklist is ready.
- 02
The client uploads
One secure link, no account.
- 03
The AI checks each document
Right document, legible, current, signed where needed.
- 04
You quote with a complete file
Documents renamed, checklist and summary in one export.
FAQ
Before you start
Does dossaia underwrite or rate the risk?
No. It only checks that the requested documents are there, legible and current.
Can I use it for commercial lines?
Yes. Loss runs and the declarations page are in the default checklist; the Firm plan adds custom checklists per line.
Register
Other industries
Process your first file for free
3 free files, no credit card. The AI checks, you approve.