Key Concepts
Understanding these concepts will help you get the most out of Kantilever.Desks
A desk is a workspace for managing submissions. Typically, you create one desk per line of business or underwriting team. Each desk has its own:- Submissions queue
- Data extraction schema (fields)
- Intake rules (email routing)
- Desk rules (workflow automation)
Submissions
A submission represents an insurance submission request moving through your workflow. Submissions have:Status
- Intake - Newly received, awaiting initial review
- Extracting - AI is extracting data from documents
- Review - Ready for underwriter review
- Needs Info - Waiting for additional information
- Quoted - Quote has been issued
- Bound - Policy bound
- Declined - Submission declined
Priority
- Low, Normal, High, Urgent
Source
- Email (ingested via intake rules)
- Upload (manually uploaded)
- API (programmatic creation)
Intake Rules
Intake rules determine how incoming emails are routed to desks. When an email arrives, Kantilever:- Checks if it matches any intake rule conditions
- Uses AI to classify the email (new submission, reply to existing, or irrelevant)
- Creates a new submission or links to an existing one
Data Fields
Data fields define what information to extract from submission documents. Field types include:- Text, Number, Currency, Date, Boolean
- Enum (predefined options)
- Computed (calculated from other fields)
Desk Rules
Desk rules automate actions based on submission data. When conditions match, rules can:- Change submission status
- Set priority
- Draft response emails
Action Items
Action items are tasks requiring your attention:- New Submission - Review a newly created submission
- Review Draft - Approve or edit an auto-generated email
- Triage Review - Manually classify an ambiguous email