Traverse provides a broker‑focused insurance submission platform that lets agents forward raw policy documents and a brief instruction via email, then automatically drafts polished submissions, markets them to multiple carriers, and handles follow‑ups and quote analysis.
Funding
Funding not disclosed
Founders
Product
Problem
Commercial P&C brokers often spend extensive time formatting raw policy documents, manually drafting submissions, and chasing multiple carriers for quotes, which slows placement and can reduce commission outcomes.
Solution
Traverse offers a broker‑focused insurance submission platform that lets agents simply forward raw documents and a brief instruction via email. The system automatically creates polished submissions, markets them to appropriate carriers, and handles follow‑ups and RFIs. It consolidates returned quotes, aligns them with client terms, and presents side‑by‑side comparisons, enabling brokers to secure optimal terms and improve commissions without manual portal work.
Target Audience
Traverse serves commercial property and casualty insurance brokers who need to streamline placement across multiple carriers, as well as carriers seeking structured, pre‑matched submissions to improve underwriting efficiency.
Features
- Email‑based intake: forward ACORD forms, loss runs, or any raw material to submit@traverseins.com with a short instruction, no templates or portals required.
- Automated drafting: generates market intent, risk highlights, insured snapshot, and clear ask, then refines based on brief broker feedback.
- Multi‑format distribution: delivers each carrier a submission in their preferred format (ACORD pack, narrative, or API payload) with consistent market intent.
- AI‑driven appetite intelligence: routes submissions to carriers most likely to write the business, reducing wasted outreach.
- RFI management and quote analysis: follows up on missing information, normalizes quotes, and checks each against client terms before presenting side‑by‑side results.
- Real‑time dashboard: brokers view submission status, carrier responses, and quote comparisons directly in their inbox.
- Privacy‑first data handling: broker‑controlled data is kept confidential, never shared without explicit approval.