New Platform Features: A One-Stop-Shop to Streamline Broker Workflow

Today, we are rolling out a host of new features that make our platform a true one-stop-shop for brokers: quote, customize, and bind Cyber and Tech E&O in just a few clicks.

The new features include a redesigned homepage that puts the most important information at your fingertips, instant quotes generated within the platform in seconds, and the ability to bind policies online.

Why we’re making quotes and binds faster and easier

We know brokers service heavy workflows and sensitive timelines. Our goal is to deliver:

• An end-to-end pathway for brokers to quote, customize, and bind coverage in one place; without the common industry bottlenecks
• A simplified workflow for SME business; allowing brokers and underwriters to focus on tougher accounts
• A seamless way to keep small and volume business workflow from crowding busy inboxes; making everything for the insurance proposal accessible and downloadable in the platform

Homepage redesign

Upon logging in, the new homepage puts the tools and information you need most in one place. The Snapshots view at the top of the homepage highlights any activity requiring your attention, such as pending quotes or renewals.

Generate quotes within seconds

With our new in-platform quoting capability, you no longer need to leave the page, toggle away from your browser, or refresh your email to see your quotes. We’ve cut upload time so you can receive quotes in seconds on the platform and make any quick customizations to coverage if needed. Download the whole packet or just the documents you need for the proposal.

Bind a quote with the click of a button

Ready to close an account? Don’t let anything slow you down—click a button, send a link for an e-signature, and receive the binder in seconds. We are building a platform to support a quote and bind experience as convenient as e-commerce. Review premiums, fees, and contingencies, adjust the policy period, and choose your continuity dates, then simply click “bind.”

Other improvements to the binding process within the platform:

• Conditional binders: If there are only post-bind contingencies, you can get a conditional binder uploaded immediately to the platform and sent to your inbox.
• Automatic policy issuance: Your policy is issued on the spot once all contingencies are satisfied. If the only contingency remaining is the e-signature, auto-issuance responds once that uploads; no more waiting on the underwriter for the final policy after the Application is signed.
• E-signature capability: Brokers and their retailers will have the ability to reassign the signature so that it can be delivered all the way up the chain to the insured.
• Easily satisfy contingencies with drop-down/upload section: Each contingency has its own drop-down to upload a document and satisfy a subjectivity automatically.

Get a quote now