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Renewal Agent

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Operations Agent

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Bruce Insurance Agency

synced with HawkSoft
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Pacific Auto Body Inc

Web FormExtracted
ACORD Field Extraction
Web Form

Named Insured

Pacific Auto Body Inc

Source: web form

high

FEIN

████████ redacted

Source: web form

high

Primary Location

1800 Auto Mall Dr, Austin TX 78745

Source: web form

high

Annual Revenue

$980,000

Source: web form

high

Employee Count

12

Source: web form

high

Spray Booth

Yes — 2 booths, fire suppression installed

Source: web form

high
Carrier Autofill

Review each ready-to-send market or approve all at once.

HartfordPackage
queued
TravelersPackage
queued
ChubbPackage
queued
Liberty MutualPackage
queued
NationwidePackage
queued
Privacy Controls
  • PII fields (FEIN, SSN) are tokenized at ingestion — never stored in plain text
  • Carrier portals receive only necessary fields for the application; no excess data shared
  • All field access is logged with user identity and timestamp for E&O compliance
Wayden learned this from your corrections

Restaurant with liquor → add Hartford endorsement H-LL-1

CorrectionApplied 12×

Construction GL → always include Travelers (best appetite)

AutoApplied 8×

Renewal premium increase > 15% → auto-trigger remarket

PreferenceApplied 5×