The Future of Underwriting


Transform with data, AI — powered by human intelligence. 

In this whitepaper you will:

  • Learn the 5 trends that are impacting Underwriters
  • Hear from industry leaders on their go-forward strategies
  • Understand opportunities for how and where to smartly drive automation in your business

Fill out this form to read the whitepaper.

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See the many ways to drive automation and increase broker productivity.


Triage submissions automatically.

  • Save hours of filtering submissions by using data relevant for the customer and insurer’s business model
  • Free underwriters from complicated tasks to better price and deliver appropriate coverage for policyholders

Discover Optical Character Recognition (OCR) technology.

  • Enable automated document onboarding, sorting and analysis, and make all business workflows more efficient and effective
  • Offload time-consuming processes by allowing customers to upload their own data, saving time and money and improving the customer experience

Collect vital data easily.

  • Collect data via AI from hard-to-access sources and make it available in such a way that insurers only need to provide a name or address to access it in a useful format
  • Lower your business risk with more accurate data than standard, manual underwriting processes

Insurers who use Salesforce report*:



Increase in leads and referrals



Increase in Deal Flow



Increase in AUM



Increase in GWP

*Source: 2021 Customer Success Metrics Study of 612-618 Financial Services Insurance Customers

Let’s talk about how the world’s #1 CRM can grow your business.

Talk to an expert: 1-800-360-1154