Business Agility

How can you deploy products faster, to keep up with customer demand? How can you identify market changes, trends, and opportunities, and respond quickly with new underwriting products and rules? How can you look into you book of business and know the status of all submissions—and react in real-time?

The UMS gives you unprecedented visibility and insight into your book of business. If you’re an underwriter, you can see hit your ratios vs. goals on a daily basis. If you’re an agent, you can check the status of your submissions to a carrier and collaborate with your underwriter as needed. And if you’re a manager, you can see across all lines of business, and deploy a true enterprise underwriting strategy.

The UMS gives you:

  • A “home screen” aggregated view of your book of business, organized by status
  • Full view and filtered view, with configurable selection criteria and search
  • Views for an underwriter, agent, agency, branch, line of business, or carrier
  • Drill-down into individual risks and access all aspects of submissions and their detailed history at your fingertips
  • “What’s new” ticker showing at-a-glance rolling status for book or submission
  • Dashboard providing real-time, configurable sets of metrics, tailored to each user
  • Identify high hit ratios in specific territories, price deterioration, over-exposure in specific market, catastrophic events, market conduct changes, and more
  • Model and analyze risks before you price them, through UMS integration with Valen Technologies’ predictive analytics, letting you achieve precision risk selection and pricing to compete for the good risks and avoid adverse selection
  • Pull in Web service information and reports to fully inform the underwriter and drive rules-based supplemental data, editing, credits and debits, and conditions and subject-to’s

Now you don’t have to depend on IT for everything. UMS configurability lets you add and change fields, values, questions, screens, risk selection and editing rules, assignments, credits and debits, and even straight-through processing rules without any programming.

A Web-based workspace lets you work anywhere, from home to field or client site. Email notifications for all major submission events allow agents and underwriters to stay in touch, even when they’re not logged in to the Workspace.