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Digital Underwriting
Data visibility, integrated workflow and powerful analytics mean that underwriters today can focus attention on increased speed and precision in making decisions, identifying emerging risks and adapting to changing market conditions.
Digital Underwriting Workbench, a tech-enabled service powered by Salesforce and Slack, enables underwriters to spend less time on manual or clerical tasks and focus on what matters most: building and deepening relationships with brokers and clients. It enables brokers to stay connected with insurance carriers and provide white-glove service to their clients.
How can Digital Underwriting Workbench services help you?
Differentiated CRM capabilities
Our services leveraging Salesforce streamline the underwriting journey with capabilities that bring together data and save time — including guided workflows, centralized omni-channel communication, and integration with multiple policy admin systems and 360-degree views.
Next-generation collaboration
Our services use Slack to accelerate productivity and differentiate carriers. Internal staff can collaborate with external partners in real time through embedded workflows via Slack Connect. Slack Huddles enable instantaneous conversations.
Advanced analytics
Insights through our services help with predictions, flagging attrition risk, fraud and high-risk renewals, next best offers, decision tables to triage submissions and book of business dashboards.
We’ll help you digitize the underwriting experience for underwriters, brokers and collaborators
Overhaul collaboration with Slack and other tools
Slack helps drive seamless collaboration between internal and external stakeholders to quickly and easily complete workflow and get submissions over the line. Drive further collaboration with Chatbot/Live Chat, shared calendars and online appointment booking.
Gain actionable and transparent analytics
We’ll help you uncover CRM Analytics-powered insights throughout the sales flow to help score submissions, identify risk, monitor pipeline health and prioritize tasks, driving efficiency and sales.
Increase underwriter productivity
Our services help you take advantage of automated clearance and triage rules, automated task generation and 360-degree views to help underwriters stay on top of their business. Aggregation of data through integration with Guidewire and other Policy Administering and Servicing (PAS) systems reduces swivel chair.
Our services help solve for key pain points across the underwriting value chain by driving collaboration and insights
Sales and marketing
We’ll help implement integrated marketing journeys and sales processes to help surface more leads and increase conversion
Producer portals
Our team will help build Experience Cloud portals to offer brokers end-to-end tracking of the submission process and the ability to monitor book of business dashboards to track performance
Underwriting new accounts
Integration with an ingestion tool and third party data enrichment tools, automated clearance and triage rules, and integration with policy admin systems help accelerate the underwriting journey
Underwriting renewal
We’ll help simplify files with CRM Analytics predictors flag files that require underwriter attention because of high underwriting or attrition risk, while automating renewal workflow
Active sales and relationship building
Our services help reduce time spent on manual or clerical tasks, freeing up more time for relationship building and offering distributed marketing and easy-to-access insights facilitate richer conversations
Product management
Our automated agent onboarding service and NIPR integration helps accelerate agent licensing validation and sets them up to write business faster
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