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Free Assessment for Underwriting and Operations Teams

Find the Friction Slowing Down Underwriting

Underwriting teams lose valuable time before risk evaluation even begins: sorting emails, reviewing attachments, chasing missing documents, rekeying data, summarizing submissions, and routing referrals. This assessment helps teams identify where workflow automation and document intelligence can reduce preparation work while keeping underwriters in control.

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The problem

The bottleneck is often before underwriting starts.

A submission arrives through email, portal, broker, spreadsheet, PDF, or attachment bundle. Before an underwriter can apply judgment, someone must answer:

  • What account is this?
  • What documents are included?
  • What documents are missing?
  • What key fields matter?
  • Is the submission in appetite?
  • Does it require referral?
  • What should the broker be asked for?
  • Where should the file go next?

This work is repetitive, document-heavy, and often inconsistent.

The right automation target is not underwriting judgment. It is underwriting preparation.

What is inside

What You Get

Submission intake workflow map

Document requirements checklist

Missing information tracker

Broker communication templates

Referral routing worksheet

Automation opportunity scorecard

90-day underwriting workflow pilot plan

Who it is for

Built for the teams doing the work

  • underwriting leaders modernizing intake
  • MGAs handling high submission volume
  • carriers reducing file preparation time
  • specialty insurers managing document-heavy submissions
  • operations teams supporting underwriting productivity
  • innovation teams evaluating underwriting AI pilots

Reduce preparation work without losing underwriter control.

Identify intake friction, missing-info loops, and where document intelligence helps first.

Get the guide