Document Q&A
The assistant reads only the documents uploaded to that submission. If the answer is not in the packet, it says so instead of guessing.
Yes, one. A $72,400 bodily injury claim from March 2022, now closed. All other claims are under $15,000.
Responses are limited to the ACORD forms, supplements and loss runs in the submission. No outside sources are mixed in.
Each answer links to the document and page it relied on, so a producer can confirm it in one click.
If the packet does not contain the answer, the assistant reports it as missing, which often becomes a follow-up question for the insured.
Questions and answers stay on the submission record, so the next person on the account can see what was already checked.
“Any losses over $50,000 in the last five years?” or “Do they use subcontractors?”
The reply quotes the relevant figures and links to the exact document and page.
Keep the answer on the record, or add the missing item to the follow-up email.
Coverage
Loss history
Not in the documents
| Will | Will not |
|---|---|
| Answer from the documents uploaded to this submission | Use outside knowledge or other clients' files |
| Cite the document and page for each statement | Present an answer without a source |
| Say plainly when information is missing | Guess or fill gaps with assumptions |
| Save useful answers to the submission history | Give coverage or legal advice |
What coverage lines are requested and what are the effective dates? What percentage of work is subcontracted? Are there any open claims on the loss runs? What is the largest single loss in the last five years? Is there any residential or roofing exposure mentioned?
Because answers come only from the packet, the assistant is a fast way to check a submission — not a replacement for underwriting judgement.
A wrong number in a submission can mean a wrong quote, or a coverage gap discovered at claim time. General-purpose chat tools can produce confident answers that are not in the file.
PacketSlip restricts answers to the documents in the submission and shows citations, so every answer can be checked in a few seconds.
It is instructed to answer only from the uploaded documents and to cite the page. When the information is not in the packet, it says it could not find it.
No. Only the documents attached to that submission are used.
Only members of your agency who have access to the submission.