Underwriting

Underwriting information is interactively evaluated for each relevant piece of information and, depending on the role of the user, warnings and failures are prominently displayed even while data is entered.

Underwriters can add contextual underwriting comments to themselves as well as other underwriters, which can be easily accessed even after the policy is generated, and in later renewals.

Our underwriting workbench has unparalleled effectiveness and flexibility. Unlimited types of underwriting rules can be implemented, each with its own color code, icon, file upload requirements, and visibility to agent and/or underwriter

Each underwriting type can accommodate powerful and succinct rules that may be edited at any time.