Overview
The Document Inbox serves as your central hub for managing all carrier documents. When you connect carriers to the Eventual Platform, documents are automatically downloaded and appear here for review and processing.
Getting Started
Before you can use the Document Inbox, you need to connect at least one carrier. If no carriers are connected, you'll see a setup screen with the Start Setup button to begin the onboarding process.
Once carriers are connected, the Document Inbox displays: - A summary of documents retrieved and active carriers - A filterable table of all downloaded documents - Tools to review, process, or skip documents
Understanding the Document Table
Each row in the Document Inbox represents a document downloaded from a carrier. The table displays the following information:
Column | Description |
Downloaded | Date and time the document was retrieved |
Carrier | The carrier name and AMS code (if available) |
Document | The document type and file name |
Type | Policy type (Personal Lines or Commercial Lines) |
Source | Icon indicating whether the document came from a website or email |
Document Info | Policy number and client name extracted from the document |
Actions | Available actions such as Review or View Runs |
Document Types
The Eventual Platform automatically identifies and categorizes documents into the following types:
Renewal Notice
Cancellation Notice
Pre-Cancellation Notice
Endorsement
New Business
Audit
Reinstatement Notice
Non-Renewal Notice
Conditional Renewal Notice
Direct Bill Commission Statement
And more
Filtering Documents
Click the Filter button to narrow down the documents displayed. You can filter by:
Document Type - Select specific document types to view
Policy Type - Filter by Personal Lines or Commercial Lines
Carriers - Show documents from specific carriers only
Branches - Filter by agency branch (includes option to show documents with unidentified branches)
Download Date - Select a date range using presets (Today, Last 7 days, Last 30 days, etc.) or a custom range
Active filters appear as badges next to the Filter button. Click the X on any badge to remove that filter, or click Reset Filters to clear all filters.
Reviewing Documents
When a document requires your attention, a Review button appears in the Actions column. Clicking this button opens the review workflow where you can:
Verify the document type and policy type are correct
Confirm or update the matched policy information
Trigger AI workflows to process the document
Note: If you have Enable Document Review turned on in Settings, all documents will require manual review before any workflow is triggered.
Document Actions
Skip a Document
If a document doesn't require processing, click the three-dot menu on the document row and select Skip document. Skipped documents appear grayed out in the list.
To restore a skipped document, click the Undo button that appears on skipped document rows.
View Document Details
Click on any document row to open the details panel on the right side. This panel shows: - Document preview - Download date and time - Matched policy and client information (with links to your AMS if available) - Processing history showing each action taken on the document
View AI Runs
For documents that have been processed, click View Runs to see the AI workflows that were triggered and their status.
Duplicate Documents
The Eventual Platform automatically detects duplicate documents. When duplicates are found, they appear grouped under the primary document with a yellow Duplicate badge.
If a document is incorrectly marked as a duplicate, click Mark as not duplicate to separate it from the group.
Connected Carriers
Click the Connected Carriers button in the top-right corner to view and manage your carrier connections. From this page you can: - See the status of each carrier connection - Add new carriers - Edit existing carrier credentials - View retrieval statistics
Settings
Enable Document Review
Go to Settings > Document Retrieval to configure whether documents require manual review before triggering workflows.
When enabled, all downloaded documents will require you to confirm the document type and policy type before any AI workflow runs. When disabled, documents proceed automatically through configured workflows.
Need Help?
If you have questions about the Document Inbox or need assistance setting up carrier connections, contact us at [email protected].