Professional Services

FirstBest offers a full range of services along with the FirstBest UMS™ including; business analysis, integration, configuration and training.

In addition, we have a developed a formal, proven methodology that minimizes implementation risks and helps ensure the deployment of our solution meets your business objectives.

Services include:

  • Business Case - A discovery and industry benchmarking study comparing your underwriting practices to industry benchmarks resulting in a recommendations analysis and FirstBest UMS ROI cost benefit analysis. The Business Case is delivered by members of the Underwriting Knowledge Center.


  • Step - "A two-day onsite hands-on UMS workshop for a select group of underwriters and agents that enables a carrier to simulate their new process with real business examples. By experiencing their new workflow, the carrier can accurately assess the value and benefits that FirstBest brings to the underwriters and their agents."


  • Implementation - A phased approach to successful systems implementation that delivers complete business and technical requirements gathering, FirstBest UMS configuration and deployment architecture, and integration with carrier systems.


  • Education - Includes a complete training program for users of the FirstBest UMS including Underwriters, Managers, Program Managers, Agents, and IT.

“A lot of companies think they can still pull underwriting out of their policy administration solution, but you can only get to about 40% STP that way, and you have no collaboration. You need a system that sits on top of all the other existing systems, integrates with them, and leverages the data.”

– COO, commercial carrier, $500M NPW

To schedule an in-depth product briefing,
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