Underwriting Guidelines Assistant demo
Ask whether a risk fits, in plain words, and get the answer with the guideline, state exception and bulletin it rests on. 1:13
What the demo shows
An underwriting knowledge solution that answers eligibility questions from guidelines.
Five agents read a question in plain words, find the guideline passage, apply state law and every revision of the rule, and answer Yes, No or Refer with the deciding clause underlined; when two versions disagree the answer shows both and which was in force on the quote date. Underwriters decide referrals; a sixth agent finds conflicts and gaps each night, and the underwriting manager fixes them.
Transcript
- Underwriting Guidelines Assistant answers eligibility questions from your guidelines, in seconds.
- Today the rules sit in many manuals, and two colleagues give an agent two answers.
- Tom, a Florida agent, asks, can he bind a home with a 16-year shingle roof?
- Five agents read it, find the rule, check Florida law and every version of it.
- The answer, refer with the roof clause quoted and underlined.
- mind. Tom's manual said yes.
- Revision 14. 15 was in force on his quote date.
- Florida law still applies.
- Five years of roof life on inspection keeps it eligible.
- Marcus, the underwriter, gets every fact and asks for the inspection.
- The stale agent car goes on a conflict list.
- Built on Botminds.
- Agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.