Underwriting
Our New Business Acquisition platform for individual and group products provides customized online workbenches for streamlined internal and external workflow management.
Transform your insurance business
Platform facilitates straight-through processing with our high-powered engine that features:
- My Tasks offers task management queues for each underwriter
- Manual Referred-to-Underwriter cases based on decisions deferred by underwriting recommendation engine
- Configurable attributes such as face-amounts, specific demographics or other business rules determine diversion of cases to underwriting task queues
- Re-assignment of cases by underwriting supervisors
- Detailed risk assessment worksheets with case details for applicant information, product information, disclosures, mortality factors and external data
- Discrepancy management and risk class assessment
- Manual overrides and additional requirements management
- What-if scenario building for easy evaluation based on variable data input