Insurance workflows that run themselves
Vera turns broker intake into placement-ready submissions. Capture deals from email, enrich with public data, and keep every line moving without the spreadsheet chaos.
New submission created from broker email and attachments.
Company profile pulled from Companies House, LinkedIn, and D&B.
Checklist highlights missing loss runs and financials.
Broker teams trust Vera to move faster
Turn broker intake into placement in one flow
See how Vera captures a submission, enriches it with public data, and prepares a broker-ready proposal package in minutes.
From intake to placement, without the admin
A broker-first flow that keeps submissions accurate, sourced, and moving across every line of cover.
Intake + deal creation
Forward client emails and Vera spins up a deal with insured details, lines of cover, and key facts extracted.
Public data enrichment
Auto-fill proposal forms with Companies House, LinkedIn, D&B, and website data with source links.
Checklist + review
Live progress shows what is complete, what is missing, and where brokers need to approve edits.
Submission + placement
Recommend markets, draft submissions, and track placement by line to avoid split-market chaos.
Insurance broker automation features
Everything your team needs to keep intake, submission, and placement moving.
Email-to-deal intake
Create a structured deal record from broker emails with attachments and key facts auto-extracted.
Source-linked enrichment
Auto-fill proposals with public data, each answer linked to its source for auditability.
Live submission checklist
Track missing documents and fields across lines so brokers always know what blocks placement.
Client-ready requests
Auto-draft missing info emails and attach prefilled proposal forms in one click.
Market recommendations
Suggest carrier lists based on appetite and historical deals for each line of cover.
Per-line placement tracking
Keep visibility on split markets and carrier responses without chasing email threads.
Start today automating broker workflows
Join broker teams reducing submission admin, improving auditability, and moving faster with AI-powered automation.