Trovix AI Product

Trovix Sift ©

Submission and document triage — structured extraction, gap identification and broker follow-up drafting.

Sift is a submission and document triage module. In the insurance context, a broker sends a renewal submission — MRC slip, loss runs, risk information — and Sift reads the submission, extracts key risk facts into a structured underwriter brief, flags missing information, and drafts broker follow-up questions. In M&A or KYC context, Sift reads an NDA, term sheet or KYC pack and surfaces gaps, one-sided clauses and extraction-ready data fields. Sift does not just extract fields. It reads the submission as an underwriter or analyst would — it drafts a triage brief, identifies concentration risk, flags unusual clauses and suggests counterparty follow-up questions.

Module label in demo: Sift · submission triage  ·  Try it at trovix.ai/demo →

How it works

MRC Slip / FNOLbroker submissionKYC / AML Packclient due diligenceM&A / NDAlegal documentSiftreads as underwriter wouldStructured triage briefkey risk facts extractedGap flagsmissing info highlightedFollow-up draftsbroker questions draftedUnderwriterreview readyCompliance teamCDD evidenceLegal teamclause review

Step by step

1
Document received
MRC slip, FNOL submission, KYC pack, NDA, term sheet or contract received by email, upload or from your document management system.
2
Triage read
Sift reads the document as an analyst would — not just extracting fields but applying underwriting or due diligence logic to surface what matters.
3
Structured brief generated
Key facts extracted into a structured triage brief. Confidence score per extracted field. Unusual clauses and concentration risk flagged.
4
Follow-up drafted
Broker or counterparty follow-up questions drafted for missing or ambiguous information. Ready for review and send via Reach.

System integrations

Sift connects to your document ingestion workflow. Planned integrations include Whitespace, PPL, Guidewire ClaimCenter, iManage and SharePoint. Speak to us about your target system.

Integration roadmap — speak to us about your target system.

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