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Customized Underwriting Templates

We hear all the time from carriers that they want to know how they can further efficiency gains while maintaining underwriting disciplines. Advisen's Customized Underwriting Templates will do just that and more! Here's why:

• Auto-populates critical exposure data and risk indicators to provide a more comprehensive and efficient underwriting process
• Allows users to dive deeper on red flags and utilize your own style of research and enter or upload additional information that you deem important
• Tailors work ups to your client's proprietary needs and business practices
• Enables you to compare last year's notes with the current year's data without having to re-type analysis through the renewal functionality
• Provides electronic storage for documentation for auditing, claims, and renewal
• Shares completed submissions among users or downloads to Word or PDF

Many underwriters utilize Advisen's highly configurable templates with the goal of reducing the data collection and entry process by 75 percent. Advisen will configure templates based on your needs to enable a consistent, efficient, proprietary, risk evaluation workflow, supported with Advisen's normalized, pre-populated content. The flexible system allows for personalized ratios, tables, financial views, trends and analyses. Document management tools allow underwriters to attach supporting files to individual workups.

Pricing available upon request

To talk to us further on how we can further your efficiency gains and create a greater levels of consistency in your underwriting practices please contact support@advisen.com