Increased cost and risk from excess variability

Creation of low-value inconsistencies, increasing operational overhead

Difficulty scaling common pattern and best practices across diffused efforts

Ratings: Supports current and prior rate versions during the “supported” period with user option to select version to use for quoting purposes.

Quote/Bind: Supports multiple versions to support multiple rating scenarios. Automatic creation of subjectivities and inspection report request tasks.

Task Management: Improved availability and accuracy of reporting for task completion and turnaround time. Automated creation and closing of tasks based on actions.

Renewals: Mid-term endorsements included in the renewal account set-up with flags to alert underwriters during the renewal account review. A separate renewal dashboard with a list of upcoming renewals up to 120 days in advance.

Referrals: Automatic creation of referral tasks; ability to send account summary for manager/peer review. Customizable referral rules for each profit center. Referral Dashboard providing an organized view for managers.

Dashboard: Dashboard to view all tasks, due dates, assignees. Graphical view of work queues for better work management.

Security: Single sign-on. Customized views and role-based access managed via AD Groups. Defined provisioning and deprovisioning process. Periodic and disciplined penetration and static code testing to continually identify and mitigate risks and threats.