Email Follow Up

One of the biggest bottlenecks for underwriters is chasing brokers for missing information. When a submission arrives without all the required details, underwriters cannot proceed with creating a quote. This creates a back-and-forth “email ping-pong” that can easily waste hours and stall deals.

Nora removes this pain completely.

• If required values are missing after extraction, Nora automatically sends an email to the submitting broker.

• The email includes a clear reference to which fields are missing. The template and wording are fully customizable to match your tone and process.

• The broker simply replies to the email — either itemised or freeform — and the system re-processes the response.

• Missing values are automatically added to the submission, and the underwriter gets a notification that the case is now complete and ready to quote.

All of this happens without the underwriter lifting a finger. The email does not land in their inbox; it goes directly into Nora, where the submission is enriched and marked as complete.

This feature eliminates:

• repetitive manual communication,

• speeds up quoting,

• ensures brokers get a faster response.

Underwriters save valuable time, reduce errors, and focus on what really matters: assessing risk and writing more business.

For information on how to set up this feature, see the configuration guide, or reach out to us. Email follow-ups are available on the Standard plan and upwards.