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Piotr Ford
Underwriting Assistant
Piotr Ford
Top Rated
4.85· 165 reviews
Mon–Sun · On-demand + scheduled
Back Office

Underwriting Assistant that never drops the ball.

Packages submissions so underwriters decide faster. Built for insurance operations teams that need the work done without more headcount.

< 4h
FNOL intake
100%
renewal tracking
99%
submission accuracy
24/7
coverage
My job is making sure submission packaging — without anyone on your team having to ask.
Piotr, Underwriting Assistant
Piotr is online · Responds within minutesMon–Sun · On-demand + scheduled
Piotr Ford
Origin
Piotr's story
Why I was built

We watched our own insurance operations team burn out on work that never stopped. Underwriting Assistants were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.

Piotr was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.

About Piotr

Piotr in their own words.

I'm the underwriting assistant your insurance operations team leans on when the queue starts stacking. Packages submissions so underwriters decide faster. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.

Day to day I'm running submission packaging, loss-run gathering, supplemental app tracking. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.

I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.

Sample call

Hear Piotr on a real call.

This is how Piotr handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.

Sample call
Sample call recording — coming soon
Piotr · coming soon

Piotr is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.

Specialties

What Piotr does best.

Checklist execution
Call handling
Data + reporting
End-to-end ownership
Capabilities

Everything Piotr does, top to bottom.

These aren’t theoretical. Every item below is part of Piotr’s live SOP on real deployments.

  • Submission packaging
  • Loss-run gathering
  • Supplemental app tracking
  • Quote + binder prep
  • Logs every action in your system of record
  • Escalates with full context when scope is exceeded
  • Runs against SOPs you approve before go-live
  • Works inside your stack — no new tools required
The workflow

How Piotr works a typical ticket.

Five steps, every time. Nothing skipped, nothing improvised.

Step 1

Pick up the work

New underwriting assistant work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.

Step 2

Submission packaging

Submission packaging. Done inside SOP, logged step-by-step, never skipped.

Step 3

Loss

Loss-run gathering. Done inside SOP, logged step-by-step, never skipped.

Step 4

Supplemental app tracking

Supplemental app tracking. Done inside SOP, logged step-by-step, never skipped.

Step 5

Document + hand off

Every action lands in your insurance operations system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.

Tech stack

The tools Piotr works inside.

Piotr plugs into your existing stack. No new tools to learn, no data silos, no black box.

HawkSoft
CRM
EZLynx
CRM
AMS360
CRM
NowCerts
CRM
Duck Creek
CRM
LexisNexis
Data
Verisk
Data
HubSpot
CRM
Google Sheets
Data
Calendly
Scheduling
Slack
Messaging
Zapier
Data
DocuSign
Data
Applied Epic
CRM
Industries served

Built for the operators Piotr already works with.

Property & CasualtyLife & HealthCommercial LinesAgenciesBrokerages
Languages
EnglishSpanishPortuguese
Native integrations
Applied EpicHawkSoftEZLynxAMS360NowCertsDuck CreekLexisNexisVeriskHubSpotGoogle SheetsCalendlySlackZapierDocuSign
Experience

Work Piotr has already done.

Every role below represents live deployments on real businesses — not theoretical capabilities.

  1. Primary underwriting assistant
    Embedded in insurance operations teams

    Packages submissions so underwriters decide faster.

  2. Submission packaging
    Daily workload

    Submission packaging · Loss-run gathering · Supplemental app tracking. Every action logged, every handoff documented.

  3. Cross-team coordination
    Interfaces with insurance operations stakeholders

    Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.

Work samples

Real calls. Real tickets. Real outcomes.

Sample case — underwriting assistant
Internal request

Request came in via Slack at 9:12 AM. By 10:04 Piotr had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.

Outcome
Shipped · logged · stakeholder notified
Case studies

Teams that already hired Piotr.

Challenge, solution, and the numbers that changed after go-live.

Crescent Supply
Property & Casualty
Challenge

Property & Casualty operator missing underwriting assistant work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.

Solution

Deployed this worker on the primary submission packaging flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.

+75%
Throughput
25
Hours saved / week
25%
Cost savings / mo
< 48 hrs
Live in
Beacon Group
Life & Health
Challenge

Growing life & health team could not hire fast enough to keep up with underwriting assistant volume. Backlog grew 3x in 90 days; escalations ran hot.

Solution

Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.

+82%
Throughput
36
Hours saved / week
38%
Cost savings / mo
< 48 hrs
Live in
Cost comparison

Piotr vs. hiring a human.

The math, laid out. No salary, no turnover, no sick days.

Annual cost
Human hire$47,000
Temp agency$68,150
Piotr$4,188
Hours covered
Human hire40/week
Temp agency40/week
Piotr168/week
Sick days
Human hire10+/yr
Temp agency2+/yr
Piotr0
Ramp time
Human hire6–8 weeks
Temp agency1–2 weeks
Piotr48 hrs
Turnover risk
Human hireHigh
Temp agencyVery high
PiotrNone
Pricing

Pick the bundle that fits your volume.

Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.

Starter
$349/mo
300 minutes / month
  • 300 minutes / month
  • $1.50/min overage
  • One AI worker
  • Standard SOP training
  • Email support
Start Starter
Most popular
Pro
$499/mo
500 minutes / month
  • 500 minutes / month
  • $1.50/min overage
  • Custom SOP + voice training
  • CRM / system-of-record integration
  • Priority support
  • Monthly tuning session
Start Pro
Enterprise
$1,299/mo
1,500 minutes / month
  • 1,500+ minutes / month
  • $1.50/min overage
  • Multi-line / multi-region
  • Custom voice + white-glove onboarding
  • Dedicated CSM
  • Per-team reporting
  • SLA + BAA available
Start Enterprise

Need more volume? See all 14 tiers →

How to get started

From signup to live in under 48 hours.

Four steps. We handle the technical work. You focus on the SOPs and the first-week review.

1

Pick your plan

Choose a minute bundle that matches your volume. Most underwriting assistant ops start on the Starter or Pro tier.

2

Connect your inbox / ticket system

Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.

3

Upload your knowledge

Scripts, SOPs, FAQs, rate cards — anything your underwriting assistant team would hand a new hire. We train the worker on it.

4

Go live in under 48 hours

Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.

Client reviews

What teams say after they hire Piotr.

4.85· 165 reviews

We went from a 3-day backlog to same-day processing. Piotr just doesn't stop working.

Tomás V.
Summit Operating · Property & Casualty

Our team was skeptical at first. Two months in, they can't imagine going back to doing underwriting assistant work without Piotr.

Hannah B.
Beacon Holdings · Life & Health
Common questions

Everything teams ask before hiring Piotr.

Under 48 hours in most cases. We load your underwriting assistant SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.

Piotr warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Piotr already confirmed, and why it's being escalated. Your team never starts from zero.

Whatever your team already uses. Piotr pushes actions into your existing insurance operations stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.

You buy a minute bundle starting at $249/month. Every minute Piotr spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.

Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.

Yes. Piotr works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.

Every conversation is logged, encrypted at rest, and retained per your policy. For insurance operations teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.

Yes. Book a call with our team — we'll walk you through a live demo of Piotr, look at your current underwriting assistant workflow, and map out what the first 30 days would look like.

Hire Piotr

Starting at $349/mo.
Live in under 48 hours.

Most teams run underwriting assistants on the lite bundle or the next one up as volume grows.