Underwriting Workbench for Insurers and MGAs
Underwriting in today’s insurance world requires more than manual checklists and disjointed tools. The Invoff Underwriting workbench brings it all together reviewing submissions, assessing risk, pricing, quoting, issuing, and managing payments, all in one place. Purpose-built for the insurance market, it’s the backbone for underwriting teams that want speed, structure, and insight.
Built-in clauses and wording library, subjectivity management and document tailored to each product business type, enabling underwriters to negotiate terms, speeding up the service.
A Smarter Way to Underwrite, From Submission to Fulfilment
Full Underwriting Lifecycle Without the Friction
Submission Review
Track, triage, and prioritise risk submissions with full visibility in your workbench.
Risk Assessment
Augment decisions with integrated claim information, internal notes, risk scores, and client history.
Pricing & Quoting
Generate technical rates instantly with integrated rating engine, adjust pricing, capture UW rationales and publish quotes with flexibility, direct to portal or send via email.
Policy Issuance
Issue policies and endorsements instantly with version control.
Payment Handling
Payments via Premier Credit, Direct Debits, integrations with your choice of payment provider, such as Stripe, automate invoicing, premium tracking, and commission splits.
Manage Renewals
Automate renewal reminders internal and to your customers, setting up submissions ready for clients to complete with the visual comparisons showing YoY changes.
Cancellations and Mid-term Adjustments
Manage cancellations, mid-term temporary or permanent adjustments, update terms, prices with pre-configured formulas and issue MTA addendums directly from your workbench, with AP/RP payment advices
Claims FNOLs
Receive, create and manage claim notifications from your customer portals or via APIs into your workbench
The Invoff Underwriting workbench brings everything underwriters need into one place, enabling them to perform holistic risk review, greater underwriting accuracy, and faster quote delivery with built-in document production. Say goodbye to shared folders, spreadsheets and scattered files, and disconnected systems.
Ready to step into the future of underwriting?
Integration andDelivery Partners
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