SUB-2024-08847 — Cascade Valley Roofing LLC
Received 2024-11-14 | Workers Compensation | CA | Assigned: S. Reyes
AI Processing
AI Underwriting Assistant
Processing
Documents — Extraction Status
ACORD 130 — WC Application
Uploaded 2024-11-14 | 4 pages
Loss Run 2023
Uploaded 2024-11-14 | 6 pages
Loss Run 2024 (YTD)
Uploaded 2024-11-15 | 5 pages
MOD Worksheet — WCIRB
Uploaded 2024-11-15 | 2 pages
Extracted Business Data
Legal Entity NameCascade Valley Roofing LLC
Business TypeRoofing Contractor — Commercial
Years in Operation14 years (est. 2010)
FEIN47-2831049
State(s) of OperationCA, NV, AZ
Total Annual Payroll$3,847,200
Total Employees (FTE)62
Primary Class Code5482 — Roofing
Secondary Class Code5183 — Plumbing
Experience Mod (WCIRB)1.31
Prior CarrierZurich Insurance Group
Policy Expiration2024-12-31
3-Year Loss Summary
| Year | Incurred ($) | Paid ($) | Open Claims | Total Claims |
|---|---|---|---|---|
| 2022 | $284,150 | $241,300 | 2 | 11 |
| 2023 | $312,480 | $298,750 | 3 | 14 |
| 2024 YTD | $198,900 | $142,600 | 6 | 9 |
AI Risk Assessment
Risk Assessment
Moderate — Elevated
Suggested Action
Quote with Standard + Added Conditions
Confidence
87%
Flag — Safety Program
High frequency / low severity loss pattern detected over 3-year period (34 claims, avg $23,100 per claim). Recommend requesting current IIPP and fall protection safety program documentation before binding.
Activity Analytics
Session: 00:47:23 | 847 interactions
Time Spent by Task Type — This Week
Submissions / Day
18.4
+3.1 vs prior week
Avg Handle Time
41m
-8m AI assist savings
AI Extractions
247
98.3% accuracy
Automation Opportunity Detected
Submission data entry accounts for 34% of underwriter time this week (avg 14.2 min/submission). Recommended action: enable automated extraction workflow for ACORD 130 + loss runs. Estimated savings: 8.8 min per submission or 2.6 hours/day across team.
Submission data entry accounts for 34% of underwriter time this week (avg 14.2 min/submission). Recommended action: enable automated extraction workflow for ACORD 130 + loss runs. Estimated savings: 8.8 min per submission or 2.6 hours/day across team.
Recent Automations Triggered
| Time | Automation Task | Submission | Time Saved | Status |
|---|---|---|---|---|
| 10:47 AM | ACORD 130 field extraction | SUB-08847 | 12 min | Done |
| 10:31 AM | Loss run summarization (3yr) | SUB-08847 | 9 min | Done |
| 10:18 AM | MOD worksheet parse & validate | SUB-08847 | 7 min | Done |
| 09:54 AM | High-mod referral rule triggered | SUB-08847 | 3 min | Pending Review |
| 09:22 AM | ACORD 130 field extraction | SUB-08831 | 11 min | Done |
| 09:05 AM | Agency license verification | SUB-08831 | 4 min | Done |
| 08:47 AM | Duplicate submission check | SUB-08829 | 2 min | Done |
| 08:30 AM | Loss run summarization (3yr) | SUB-08821 | 9 min | Done |
Total automations today: 24
Total time saved today: 3h 41m