The Complete Guide to Streamlining New Business and Renewals
Modern underwriting teams win on process. Streamlined intake, clear handoffs, and predictable SLAs reduce leakage, speed…
Featured Posts
Why Most MGAs Outgrow Their Policy Admin System Before They Realize It
Most MGAs don’t change their agency or policy management system because it stops working. They change…
How AI-Powered Workload Visualization Improves Team Performance
From static dashboards to predictive capacity planning Workload views that only show today’s queues are too…
Certificate of Insurance Requests: Automating for Speed and Accuracy
Why COI requests slow teams down COI intake often comes through shared inboxes with incomplete details,…
Why an Insurance-Specific COA Matters
A generic chart of accounts cannot capture the realities of premiums, fees, agency bill versus direct…
AI Document Extraction: From ACORDs to SOVs Without Manual Entry
Why it matters in underwriting ops Underwriting teams live in documents. ACORDs, statements of values, and…
Why ownership clarity reduces cycle time
Insurance work moves through many hands. Every unclear owner, missing checklist, or fuzzy SLA adds wait…
Creating Workflows for Endorsements, Cancellations, and Reinstatements
Policy change operations move fast and carry regulatory risk. A clear workflow keeps teams aligned, protects…
5 Workflow Bottlenecks Killing Your Underwriting Efficiency (and How to Fix Them)
Underwriting teams do not lose time in big chunks. They lose it in small, repeatable bottlenecks…
