Onboarding
Setup and the input we need from you.
How to use this guide
This page: what Nora is and the ways you can use it.
The topic pages below: each topic in detail.
What we need from you, and when: every input we need, with its deadline. This will be your checklist. Start here if you already know Nora.
Every input carries one of three deadlines:
🔴 ASAP
At kick-off. Blocks work: nothing can be built until it arrives or takes more time.
🟡 TESTING
Needed to test in Demo. The earlier it arrives, the earlier you can start testing.
🟢 GO-LIVE
Before rollout. Production (live) setup only.
Nora at a glance
Nora reads insurance submissions (emails, PDFs, spreadsheets, Word files), extracts the data into your product’s fields, checks that it is complete and, optionally, creates the quote in Insly Ledger.
1. Intake
A submission arrives by email or is uploaded in the Nora web app.
2. Extraction
AI reads every attached file and the email body and fills in your product’s fields.
3. Validation
Nora checks required fields, allowed values (e.g. dropdown options) and formats.
4. Follow-up
Email intake only. If required details are missing, Nora emails the sender for them and adds the reply to the same submission.
5. Review
Your team checks and corrects the data in the Nora web app: every submission, or a sample.
6. Completion
The quote is ready. Optionally it can be exported to Insly Ledger.
Two environments
Demo: for testing (optionally connected to your Ledger test environment).
Production (live): for live use (optionally connected to Ledger production environment).
Each has its own configurations such as users, whitelisted addresses and broker mappings, so most inputs are asked for each environment.
Choose how you’ll use Nora
How submissions arrive
Your team uploads files in the web app
Senders email a dedicated address
Both
Follow-up for missing details
No: your team fills gaps in review
Yes, by email to the sender
Yes, for emailed submissions
Export to Ledger
An approver exports each submission
Automatic once complete
Uploads: approver; emails: automatic
Who needs a web app login
Everyone who uploads, reviews or exports
Reviewers only; senders never do
Both groups
Decide: which mode to use, and for which product(s). 🔴 ASAP
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