Email Intelligence & E&S Workflows
Your agency's inbox is its biggest bottleneck. Carrier emails arrive with policy data locked in PDFs, and someone has to re-key every field. Legend's Microsoft 365 integration reads those emails, extracts the data, and imports it directly — especially critical for surplus lines and MGA business where email is still the primary channel.
From Inbox to Client Profile
Three steps. Zero manual data entry.
Email Arrives
Carrier, MGA, or wholesaler sends a policy delivery, binder, quote, invoice, or endorsement to your agency inbox.
Classified & Parsed
AI identifies the intent, extracts structured data from the email body and PDF attachments — policy number, carrier, premium, coverages, limits, effective dates.
Imported to Client Profile
Extracted data is matched to the client and imported directly. Policy records, coverage details, and financial data populate without manual entry.
Every Email Type, Handled
The system classifies inbound emails by intent and extracts data specific to each type.
Policy Delivery
Full policy data extraction from dec pages and PDF attachments. Coverages, limits, deductibles, premiums, effective dates.
Binder Confirmation
Binding details captured and linked to the corresponding quote. Policy effective immediately reflected in the system.
Quote Response
Premium, coverage options, and carrier terms extracted and populated into the quoting workflow for side-by-side comparison.
Invoice / Statement
Premium amounts, due dates, and policy references parsed. Ready for the bookkeeper without re-keying.
Evidence Request
Certificate holder details and coverage requirements captured. Linked to the requesting party for fulfillment tracking.
Endorsement / Change
Mid-term changes parsed with effective dates and premium adjustments. Transaction ledger updated automatically.
Surplus Lines & MGA Business
The E&S Workflow Nobody Else Solves
Admitted carriers are moving toward API-based data exchange. But surplus lines carriers, MGAs, and wholesalers still operate by email and PDF. That's where email intelligence is transformative — it automates the workflow that every other management system still expects you to do by hand.
From the initial quote email through policy delivery and endorsements, Legend handles the data extraction and import so your team works on placement — not data entry.
E&S Quote-to-Bind Flow
- MGA or wholesaler emails a quote with PDF attachment
- AI extracts premium, carrier, coverage terms, and surplus lines taxes
- Data populates the quoting workflow — no manual entry
- Producer reviews, compares options, and binds the winning quote
- Binding cascades through the financial system: policy, transaction, commission, payable
- When the policy delivery email arrives, the system matches and updates automatically
Microsoft 365 Integration
Legend connects directly to your Microsoft 365 mailbox. No forwarding rules, no third-party middleware. Emails are read from your existing inbox, processed, and the extracted data is linked to client profiles in real time.
Secure Connection
OAuth-based authentication. Your credentials never touch our servers. Read-only access to your inbox.
Real-Time Processing
Emails are classified and parsed as they arrive. Client profiles update continuously throughout the day.
Full Audit Trail
Every email processed is logged with classification results, extraction details, and the data that was imported.
Stop Re-Keying Carrier Emails
See how email intelligence works with your actual inbox and carrier communications.