AI-Powered Underwriting Workbench with Intelligent Decision Support

Our Underwriting Workbench is a digital insurance platform for underwriters that supports decision-making processes with AI, provides a 360-degree view of accounts, and ensures effective collaboration with brokers, MGAs, and other partners.

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Who benefits from our Insurance Underwriting Platform?

Pain points the platform solves

According to Accenture, underwriting specialists spend 40% of their time on non-core tasks, losing $85-$160 billion over the next few years. Traditional risk selection suffers from manual document management and data entry, unstructured data, delays in decision making and quotation — all leading to lost deals due to delays and unsatisfied customers.

By adopting advanced insurance underwriting systems powered with artificial intelligence, underwriters can leverage technology to the fullest extent.

Our Underwriting Workbench addresses the following key pain points:

  • Inaccurate risk appetite scoring and pricing
  • Manual processes, much time spent on administrative activities
  • Lost opportunities due to delays with quotes

We offer a ready-made insurance underwriting system powered with AI to help you build and automate workflows, improve decision-making processes, and do risk selection effectively.

AI-powered Underwriting Workbench — Discover our transformative solution for underwriting

Key value propositions

ai AI-driven intelligent decision support

Embedded AI capabilities analyze unstructured data, evaluate risk, identify anomalies, and surface decision-ready insights in real time. Underwriters get contextual recommendations to enhance risk selection, pricing accuracy, and overall underwriting quality.

AI-driven intelligent decision support

 workflow Centralized workflow management

Handle every step of the underwriting journey from a single pane of glass. Our configurable workflows offer complete visibility into submissions, quotes, policies, and tasks—ensuring nothing slips through the cracks.

Account-centric 360° customer view Account-centric 360° customer view

Move beyond submissions. Get a holistic understanding of your accounts with access to full policy history, claims data, broker relationships, and current exposure. Make strategic decisions with a complete picture of the customer.

Account-centric 360° customer view

rpq Rate, price & quote automation (RPQ)

Speed up the quote process with AI-assisted pricing models and pre-configured business rules. Decrease manual work and inconsistencies while enhancing quote turnaround time.

Rate, price & quote automation (RPQ)

broker Delegated authority & broker portal

Support your distribution ecosystem with a unified portal for brokers and coverholders. Whether working with traditional brokers or managing general agents (MGAs) under delegated authority, the platform offers secure submissions, real-time collaboration, and access-level control tailored to each partner's role.

nps Clash check & risk overlap detection

Lessen portfolio risks with built-in tools that detect policy overlaps, conflicting coverages, and accumulations in real time. Protect your book and improve underwriting control.

broker AI-powered submission intake

Ingest unstructured submissions from email and documents leveraging natural language processing. Convert messy attachments into structured, actionable data.

broker Clause & wording library

Standardize policy language and maintain contract certainty with an intelligent clause library. Ensure regulatory compliance and accelerate document generation.

nps Seamless external integrations

Connect effortlessly to risk data providers, bordereaux processors, asset valuation sources, and more. Open APIs allow you to work within your ecosystem without disrupting core workflows.

Seamless external integrations

Want to learn more? Our team will showcase all the functionalities for you!

Components of our Underwriting Workbench

Benefits of our Underwriting Workbench

Why choose our Underwriting Workbench?

No more time-consuming processes in underwriting! Learn how to implement our platform

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FAQ

What challenges does the Underwriting Workbench solve?

Firstly, the system harmonizes all messy data scattered across your documents, emails, and other assets to receive and process submissions appropriately. Secondly, it uses artificial intelligence to correctly evaluate risks and various factors affecting insurance coverage and price. Thirdly, this platform is a single place to keep all customer history in order to understand your clients better and offer them relevant quotes.

How to implement the Underwriting Workbench?

Our platform is easy to implement. We start with figuring out your underwriting journeys, internal and external data flows, and third-party sources of data you use. Then, we proceed with building the proper workflows and configuring the platform to your specific requirements.

What key functionalities does the Underwriting Workbench provide?

The platform includes dashboards, submissions, accounts and policies, broker portal, goals and business rules, reports, and admin functionalities to do risk selection effectively.

Can the platform be integrated with external systems?

Yes, our software product can be integrated with other systems you use for underwriting purposes: external data sources, bordereaux processing solutions, asset valuation and risk data sources, and many more.

Is there any portal for brokers and coverholders?

Yes, our solution for underwriting provides a user-friendly broker portal for collaboration, ensuring seamless quote creation and policy management.

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