Travelers推出工伤保险超级智能(SI)报价工具「Travis Upload & Go」:上传文件自动预填、报价耗时减半

旅行者保险公司(The Travelers Companies,纽约证券交易所代码:TRV)10月28日在康涅狄格州 Hartford 宣布,推出由超级智能(SI)驱动的工伤保险报价工具「Travis Upload & Go」,供服务小企业的独立保险代理人使用,可免去人工录入环节、把生成可承保报价的时间缩短一半。
代理人通过该工具上传 ACORD 申请表、行业标准表格乃至手写笔记即可启动报价;工具会自动提取文件信息、预填账户与保单字段、自动运行资格核查,最终生成一份可直接承保的工伤保险报价,耗时约为原来的一半。该工具在 Travelers 面向小企业保单的费率、报价与出单平台 Travis 内向独立代理人开放。
Travelers 今年8月对150多名小企业保险代理人的调查显示,77%的受访者认为人工数据录入是工作中最耗时、最没有价值的环节之一,54%的受访者每天至少四分之一的工作时间花在录入上。Travelers 小企业商业保险总裁 Erin Rodliff 说:「我们知道代理人报价时速度很重要。」该工具免去繁琐录入,让代理人把时间投入客户关系。Travelers 是道琼斯工业平均指数成分股,员工超过3万人,2025年营收近490亿美元。
Travelers Launches Super Intelligence (SI) Workers Compensation Quoting Tool "Travis Upload & Go," Cutting Quote Time in Half
HARTFORD, Conn. — The Travelers Companies, Inc. (NYSE: TRV) announced on October 28 the launch of Travis Upload & Go, a super intelligence (SI)-powered quoting tool that streamlines the workers compensation submission process for independent insurance agents serving small businesses, eliminating manual data entry and generating bindable quotes in half the time.
Through the tool, agents upload documents such as ACORD applications, standard industry forms and handwritten notes to initiate a quote. The tool then extracts information from the uploaded documents, prefills account and policy fields, runs eligibility checks automatically, and generates a bindable workers compensation quote in half the time. Travis Upload & Go is accessible to independent agents within Travis, Travelers' rate, quote and issue platform for small business insurance policies.
In an August 2026 Travelers survey of more than 150 small business insurance agents, 77 percent agreed that manual data entry is one of the most time-consuming and least valuable parts of their job, and 54 percent reported spending at least a quarter of their workday on it. "We know speed matters when agents are quoting," said Erin Rodliff, president of Small Commercial at Travelers, adding that the tool removes cumbersome data entry so agents can reinvest the time in customer relationships. Travelers, a Dow Jones Industrial Average component, has more than 30,000 employees and generated revenues of nearly $49 billion in 2025.
来源:GSM·美国(原文链接)
图片来源:图:Travelers(旅行者保险)公司标志。As789098 上传,CC BY-SA 4.0,经 Wikimedia Commons。 / Photo: The Travelers Companies logo. Uploaded by As789098, CC BY-SA 4.0, via Wikimedia Commons.

