Underwriting Support
Submission intake, data gathering and file preparation so underwriters can focus on decisions.
Underwriting Support
Underwriters and account teams spend a surprising share of their day assembling information rather than evaluating risk. We prepare complete, well-organized submission files, gather the documents and data your underwriting guidelines call for, and keep the file moving, while every risk decision stays with your underwriters.
- Completeness checklist per line of business
- Source-to-system data checks
- Open-items report shared regularly
- Follows your procedures, inside your systems
Challenges we help with
Submissions arrive incomplete and stall while someone chases missing information.
Underwriters re-key data from applications, loss runs and supplements.
Files are organized differently from one account to the next.
What’s included
- Submission intake, logging and clearance checks against your rules
- Gathering loss runs, schedules and supplemental information
- Data entry into rating or underwriting systems from source documents
- Preparing underwriting file summaries in your format
- Tracking open items and following up with agents or brokers
- Organizing quote, binder and policy documents
Not included, or only with your approval
- Risk selection, pricing or any underwriting decision
- Approving, declining or binding coverage
How the work flows
- We document your intake rules, required information and file layout.
- New submissions are logged, checked for completeness and prepared.
- Missing items are requested and tracked until the file is complete.
- The completed file is handed to your underwriter for review and decision.
Quality checks
Completeness checklist per line of business
Source-to-system data checks
Open-items report shared regularly
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
No. We prepare and organize the information. Every risk, pricing and coverage decision stays with your underwriters.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.