Underwriting Automation

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Automation of underwriting – whether it is full straight-through-processing or task automation –is an important component to carrier operational efficiency, and an enhancer of overall agent ease of doing business.

iter8’s agent web portal and underwriting workstation meets this need.

Underwriter Desktop:
Full, real-time collaboration between underwriters and between underwriters and agents/brokers
Handles policy submission, underwriting, issuance, binding and exception processing
Provides a single view to policy and third-party reports
Fully Automate new business, policy change, billing change or automate key tasks such as quoting and endorsements
Agent Desktop:
Reflect agent sales and service environment
Underwrite at point-of-sale
Flexibility gives agents choice of where they want to handle transactions
User friendly, single sign-on

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