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Case StudyInsurTech

One Coordinated Workflow: Qbatch Builds Dorian, Upcover's Broker Automation Platform for Commercial Insurance

Specialty insurance placement used to mean browser tab-switching, spreadsheets, and endless email chains. Dorian replaces all of it with a single coordinated workflow, uniting brokers, clients, and underwriters in one system and using AI to turn forwarded emails into review-ready leads.

Upcover — Dorian
Industry
InsurTech
Project Type
Broker Automation Platform
Service
End-to-End Design & Development
Headquarters
Australia

Results delivered

3
user groups united in one system: brokers, clients & underwriters
6
quotation lifecycle stages managed end to end with a full audit trail
AI
email-to-lead extraction turns forwarded broker emails into structured leads

Executive summary

Upcover is an Australian insurtech modernising commercial insurance distribution. Its core product, Dorian, is a broker automation platform that removes the manual overhead from specialty insurance placement. Brokers manage a portfolio of client businesses, build risk-intake forms, and submit quote applications across multiple underwriters; clients answer questions and track quotes through a dedicated portal; underwriters receive structured submissions and respond with quotes or decisions, all in one access-scoped system. Behind it, an AI email-ingestion pipeline turns forwarded broker emails into review-ready leads, a no-code form builder constructs insurance questionnaires without engineering, and browser automation submits applications straight to underwriter portals. The full quotation lifecycle, from risk intake to policy binding, is version-tracked with a complete audit trail.

Outcome

Qbatch delivered a platform that turns specialty insurance placement from a patchwork of tabs, spreadsheets, and email into a single coordinated system. Dorian unites brokers, clients, and underwriters with role-scoped access, uses AI to convert forwarded emails and attachments into structured leads, lets the internal team build questionnaires without engineering, and submits applications straight to underwriter portals. With the full quotation lifecycle version-tracked and audited end to end, Upcover has a scalable foundation for modern commercial insurance distribution.

Tools & Technologies

Frontend — dorian-ui
Next.js 16 · React 19
Tailwind + shadcn/ui
React JSON Schema Form
Tiptap + react-pdf
Backend — broker-automation-be
Bun.js + Elysia
PostgreSQL + Drizzle
Auth0
Docker
Automation & AI
Google Gemini 2.0 Flash
SendGrid Inbound Parse
Playwright
Pub/Sub · Firestore · GCS

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