Insurance workflow automation for underwriting, policy, and claims teams
We don't replace your PAS or other systems of records. We replace the manual work happening around it, so submissions get underwritten, policies get issued, and claims get processed, instead of teams re-keying loss notices and swivel-chairing between systems to piece together what's stuck in disconnected tools.
Intellistack Streamline closes the gaps between your systems of record, with intelligence throughout every workflow and governed AI that keeps sensitive data secure. The outcome: faster underwriting and claims, fewer errors and rework, and better experiences for policyholders.
Intellistack Streamline is an process automation platform.
Your system of action for your insurance systems of record.
Put your systems of action to work
Replace the manual work bridging your systems for common insurance processes:
Submission intake & underwriting readiness (P&C Commercial)
Policy issuance (Life)
Claims / FNOL (Life)
Claims: incoming broker-submitted loss notices (P&C Commercial)
Policy servicing & retention
Document generation, e-signature & contact center
What our customers are saying
"
1 week+ → 2 days notice-to-check; 30 minutes to complete a form. Intellistack Streamline is making things go faster. From first notice of death to delivery of check, everything is going faster."
How Intellistack Streamline works
Prompt
Refine & launch
Connect
Extract & prefill
Route intelligently
Deliver
Insurance IT can now set the guardrails that allow anyone to build secure workflows, that:
Reduce costs & risks
Drive greater organizational efficiencies
Improve experiences for everybody
Cut quote-to-bind time and protect revenue
Streamlining insurance processes means faster quotes and straight-through claims for everybody
FAQs
Intellistack Streamline is an AI-native, no-code process automation platform that helps carriers and MGAs securely connect data, automate workflows, and reduce reliance on manual or disconnected processes across underwriting, policy, and claims. It brings together data collection, workflow automation, and AI-driven insights in a unified platform, without requiring any rip-and-replace of existing systems of record.
Intellistack Streamline connects to PAS platforms such as Guidewire, Duck Creek, Vantage, Majesco, and homegrown systems, along with Salesforce, through webhooks and third-party connectors rather than direct integration. Streamline doesn't replace your PAS; it sits above it, letting carriers and MGAs incorporate policy and claims data into connected workflows without custom API development or added data-exposure risk.
Intellistack Streamline is built with the security and privacy controls that support your organization's own compliance program, including FCRA, AML, state DOI/NAIC requirements, and FINRA/SEC where applicable, with zero data retention, role-based access controls, SSO, real-time monitoring, and a full audit trail, so IT and compliance teams have what they need to sign off quickly.
Intellistack Streamline automatically identifies and classifies sensitive data, including PII and financial information, and operates on a zero data retention model.
Carriers and MGAs can use Streamline for submission intake and underwriting readiness, policy issuance, claims and FNOL, incoming broker-submitted loss notices, policy servicing and renewal outreach, document generation with embedded e-signature, and more. Automating these workflows can reduce NIGO submissions, re-keyed data, fragmented processes, and reliance on niche point tools.
Intellistack Streamline can help carriers and MGAs reduce costs and risk, cut quote-to-bind time, and improve experiences for underwriting, claims, and policyholders. Because it's designed for citizen developers, underwriting, claims, and operations staff can build and adjust their own no-code workflows without submitting an IT ticket, freeing IT from being the bottleneck on every process change. Organizations can also consolidate forms, e-signature, document automation, and workflow tools within one platform, reducing vendor sprawl and lowering operating costs.
