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