Specialty insurance with 80+ unique products and a specialized rating system required high-touch service, resulting in a manually-intensive process and poor client experience.
Client application process was rife with manual work, paper forms, email exchanges, and complexity.
Intake processes, systems, and even customer questionnaires varied by underwriter and channel (phone vs. email).
Limited upfront data validation and remediation meant frequent back-and-forth with agents and customers.
End-to-end solution by product to digitize intake, quote, bind, and issue; streamline underwriter workflows; and optimize the customer, agent, and underwriter experience.
Extensive UW analysis capabilities enabling a single UW desktop and agent portal for the specialty book.
Digitized rating, ILF, and modifiers for rating algorithms; analysis; exceptions; classes; terms; and limits.
Risk management and workups for financial analysis, business information, prior losses, and exposure analysis.
Enhanced agent engagement through dashboards, communication, and notification features.
Digitized policy management and related documents, subjectivities, and endorsements.
12+
Weeks – Speed to Market for 4 product groups
10%+
Increase in quote-to-bind ratio
90%+
Reduction in time to quote
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