For commercial P&C agencies

Commercial insurance submission software, from messy packet to market-ready.

PacketSlip extracts, reconciles and checks every document in a commercial submission — with citations — so your account managers stop re-keying and start placing.

Book a demo Open the workspace

Submissions are still built by hand.

Hours per account

Account managers re-key the same data from ACORDs, SOVs and loss runs into every carrier portal.

Errors reach market

Conflicting figures across documents get caught by underwriters — or not at all.

How it works

Upload the packet

Drop ACORD apps, loss runs, SOVs and supplementals. Each PDF is validated, de-duplicated and classified.

Extract & reconcile

Key fields are extracted with page citations and compared across documents to surface conflicts.

Check readiness

Line-specific checklists for GL, Property, Auto and WC show exactly what is missing.

Close the gaps

Generate a follow-up email from open findings and send a clean submission to market.

One review screen. Documents left, answers right.

ACORD 125 — page 2

APPLICANT INFORMATION

ANNUAL GROSS REVENUE: $14,200,000

Named insured
Harbor Point Logistics LLC
ACORD 125 · p.1
Annual revenue
$14,200,000
ACORD 125 · p.2
Total insured value
$8,750,000
SOV · p.1
Effective date
2026-12-01
ACORD 125 · p.1

Built for how agencies actually work

Evidence on every field

Each value links to the exact page and quote it came from.

Cross-document reconciliation

Catch revenue, payroll and TIV mismatches before underwriters do.

Configurable checklists

Tune required items per coverage line for your agency.

Grounded Q&A

Ask questions answered only from the uploaded documents, with citations.

Follow-up drafts

Unresolved findings become a ready-to-edit email to the insured.

Full audit trail

Every status change, correction and analysis run is logged.

See what a preflight audit finds in practice: ACORD 125 & 126 worked example with page citations.

For independent agencies

How retail agency CSRs and producers preflight GL packets.

Document Q&A for underwriters

Ask the packet questions and get answers with page citations.

Commercial lines coverage checklist

Line-by-line list of what a complete submission needs.

Pricing

Plans for agencies, wholesalers and MGAs.

Frequently asked questions

What documents does PacketSlip read?

ACORD 125, 126, 130, 140 and 131 applications, loss runs, statements of values and carrier supplementals, uploaded as PDFs.

How does ACORD form data extraction work?

Each PDF is classified, then key fields such as named insured, revenue, payroll and total insured value are extracted with the exact page and quote they came from.

Which commercial lines are supported?

General Liability, Commercial Property, Commercial Auto and Workers' Compensation, each with its own configurable readiness checklist.

Does the Q&A assistant use outside information?

No. Answers are grounded only in the documents uploaded to that submission and always include citations. If the documents don't contain the answer, it says so.

Are our client documents private?

Yes. Documents stay inside your agency's private workspace and are only visible to your team.

Private by default — your documents stay in your workspace.

See it on one of your own submissions.

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Practical guidance on ACORD intake, loss run review and carrier-ready submissions. No spam — unsubscribe anytime.