Customer Challenges

A top-20 P&C carrier was looking to reimagine its expensive, high-touch process, which led to slow turnaround times, low UW productivity, and poor broker transparency.

Problem

• Time wasted on low-value tasks: Brokers manually request, track, and aggregate placements, often resulting in process duplication, high error rates, and costly time spent on admin activities.
• Slow transaction processing: Multiple checkpoints and human-in-the-loop intervention led to low UW productivity and low client satisfaction.
• Siloed data: Inability to consolidate and analyze data across programs made it difficult to enable informed risk selection and decision making.

Solution Highlights

Created a richer UW experience and end-to-end digital solution for 10 specialty products and digitized intake to bind operations.

• Unified the UW experience by combining a product manager, broker/customer portal, and underwriter workbench into a single platform.
• Enabled next-generation workstation capabilities, streamlined onboarding and maintenance, and scalable back-office capabilities.
• Fully integrated with the existing tech stack via 12 different APIs, including rating, systems of record, document management/generation, and third-party services such as Dun & Bradstreet, Okta, and DocuSign.

Key Success Metrics