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