SOLUTION

Automated Underwriting

Become your broker’s preferred partner. Powerful digital capabilities let you streamline the underwriting process, boost productivity, and unlock insights across your entire organization, all on a single, connected platform.
Contact us
 

Here’s how it works.

 

Digitize submissions.

Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment to minimize user input.
 

Unlock automated quoting

Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation to accelerate their work.
 

Drive underwriter productivity.

Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation, and premium rates.
 

Transform online collaboration.

Message brokers, approvers, and other collaborators. Monitor progress and statuses, and manage ancillary submission online and in real time.
 

Visualize your business.

Use graphic-rich reports to see business flows by source and underwriting stage. Leverage Broker 360 views and deep portfolio analytics in decisions.
 
 

CUSTOMER SUCCESS SPOTLIGHT

Ascot Array accelerates submission response time with automated underwriting.

Ascot Group won a coveted Celent Model Insurer Award for its Ascot Array initiative, built on Salesforce. Read how Ascot enabled automated portfolio underwriting along with consumer-grade user experiences for its underwriters and brokers.
See the story
 

See what’s included in this solution.

 
Financial Services Cloud
Financial Services Cloud enables you to unify customer experiences across channels and geographies for both consumer and commercial lines of business.
Insurance Product Administration
Insurance Product Administration delivers real-time digital quoting for producers and underwriters, plus end-to-end policy lifecycle management and agile product and rating management.
Experience Cloud lets you quickly launch data-powered sites, portals, and apps, connected across the customer journey.
 
Tableau
Tableau is a visual analytics platform that serves up real-time analytics and data visualizations.
Slack
Slack is the collaboration hub that brings the right people, information, and tools together to connect their teams, unify their systems, and drive their business forward.
MuleSoft
MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
 

Reduction in underwriter administrative time

Of submissions receive a response in under five minutes*

Quote to bind with just five questions**

 

See how leading insurance providers leverage automated underwriting.

 
IVANS
IVANS, a division of Applied Systems, drives productivity by automating the distribution of insurance products between brokers and carriers.
Learn more
Smart communications
Smart Communications streamlines processes with automated, scalable document generation.
Learn more
 
 

Explore the advantages of Salesforce 
for Financial Services.

 

White paper

See how the future of underwriting is driven by data and AI, and powered by human intelligence.

Get the white paper
Future Underwriting: Driven by Data and AI, Powered by Human Intelligence

Article

Enable automated process across submissions, quote-to-bind, underwriting, policy issue, and payments.

Read the article
Salesforce Insurance Automated Underwriting

Datasheet

Learn more about how to automate insurance underwriting.

Get the datasheet
Automate quote-to-issue and streamline underwriting to be your producers’ preferred carrier.
 

Video

Learn how Salesforce lets insurers streamline broker and underwriter digital capabilities to drive growth.

Watch the video

Webinar

See how Salesforce and IVANS deliver automated underwriting solutions.

Watch the webinar

White paper

Learn how technology and insurtechs are influencing distribution strategies.

Get the white paper
Salesforce Whitepaper: Accelerating Change in Insurance Distribution Through Technology
 
 

Ready to learn more about Insurance solutions?

CONTACT US