Integrated workflows simplify the process of creating new and managing existing coverholders. Data services ensure you are using a known entity when creating a coverholder and referrals to manage coverholder approvals.
Integrated review and approval process for your binding authority contracts. Capture key contract data to validate against bordereaux.
Process and map unstructured bordereaux data from coverholders, while our platform captures key terms within the workflow to validate bordereaux data as it is ingested.
Reporting capabilities allow you to track bordereaux, produce consolidated data outputs and review validations.
Industry leading platform
Built on a leading Underwriting Workbench with proven workflows for coverholder, binder and bordereaux and management.
Multiple data formats
Standardise and map data from unstructured bordereaux data from multiple formats, including API ingestion.
Validate bordereaux data
Workflows can be set up to automatically check for key terms in a binder or contract to validate data as it is ingested.
Intelligent ingestion
Workbench remembers previous mappings, and will suggest mappings for new bordereaux.
Data led and insight driven
Dashboards and reporting to provide insurers with a real time view of premium, risk and claims data.
Full traceability
We capture both supplied and mapped data which can be reviewed as part of an audit process where required.