Underwriter Workbench

An easy to use graphical interface for internal users with a single, consistent workflow across all monoline and multi-line policies. It allows users to create quotes and policies and fulfil rate, quote, bind, underwrite, issue and post-issuance transactions including policy changes, renewals, cancellations, reinstatements, and out-of-sequence transactions

Benefits

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Policy Bundles

Create and quote policy bundles (for example: Home, Auto and Umbrella as one) and commercial multi-peril packages across monoline and multi-line policies.

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Security

Role based access with authority levels, agency centric selective view and tasks filtered based on user’s queues.

Key Features

Low code/No code

Configure new products, coverages, rates, rules, and forms without programming changes using the Product Configurator.

Responsive Web UI

Powerful, easy to use graphical web user-interface.

Efficient Policy Administration

Supports Policy inquiry, Midterm policy changes, Cancellations, Reinstatements, Out-of-sequence endorsements, Two-term endorsements, Backout, Renewals. Auto generate change summary. Easy view on Customer dashboard and transaction history.

Automation

Automated forms management, electronic document delivery, policy generation and task management.

Get in touch

For a detailed list of features or to schedule a demo, please contact us by email sales@jarustech.com or phone (412) 922-5432