Submission packets
Build packets from intake data, forms, and attachments.
INSURANCE COORDINATION
Wit is live first for real estate transaction coordination. Insurance is in development, and we accelerate new verticals when teams bring the playbooks they want AI coordinators to run.
Preview scope
These pages show where Wit is headed. If there is real customer interest, we work with that team to configure their templates, steps, owners, deadlines, and follow-up rules faster.
Intake
Capture requests, claims, and renewal triggers.
Collect
Request forms, loss runs, and evidence.
Submit
Prepare and route carrier submissions.
Wit starts with real estate transactions, but the platform is built to run customer-defined playbooks. Book a demo if this vertical matches work your team wants to make autonomous.
Build packets from intake data, forms, and attachments.
Track carrier asks, responses, quotes, and delays.
Coordinate COIs, endorsements, approvals, and delivery.
Wit is built for teams that run playbooks across documents, signatures, deadlines, approvals, and stakeholder follow-up.
Run every contract-to-close workflow from your own playbooks, with documents, signatures, deadlines, follow-ups, and completion monitoring built in.
Coordinate turns, renewals, maintenance, vendor follow-up, owner updates, and compliance work from the playbooks your team already uses.
Coordinate borrower documents, conditions, disclosures, underwriting follow-up, closing timelines, and stakeholder updates without losing the thread.
Coordinate onboarding, loan packets, compliance reviews, customer documents, approvals, and signatures across the systems your team already uses.
Start with one playbook, one template set, and one coordination loop your team wants off its plate.