Why an Insurance-Specific COA Matters
A generic chart of accounts cannot capture the realities of premiums, fees, agency bill versus direct…
Featured Posts
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,…
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…
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…
What to Look for in an Insurance Management Platform in 2025
Selecting core systems in 2025 is about measurable outcomes, not feature checklists. Look for a platform…
