All of your underwriting tools in one spot.
-
Stay focused on underwritingNever get lost jumping between apps or hunting for information. Underwriter workbench combines everything into one screen so you can get work done faster.
-
Centralize your dataKeep all of your underwriting workflows and other business data together. See the full picture with all your tasks, emails, documents and reports at your fingertips.
-
Prioritize and assign tasksNever miss out on an opportunity again. Triage, prioritize, and delegate tasks to your team so everyone knows exactly what they need to do.
See all incoming submissions in a streamlined inbox, and respond from the same place. Quickly generate new quotes linked to existing submissions, automate sanctions and duplication checks, and keep your data clean, structured, and consistent.
See the entire email history between your team and your clients without hunting through different inboxes. Respond to any client emails directly from within the platform, and save time with templates when you need them.
Create customizable dashboards and reports with data from across the business. You can spot year-on-year trends and track aggregate exposure, loss ratios, and risk mix. Use the insights to find opportunities to make the business even more profitable.
Automatically convert incoming emails into cases, then assign those cases to underwriters based on pre-defined criteria like territory, nature of risk, and authority level. You’ll make sure every case is addressed, and that customers get a quick response.