Underwriting Workbench

P&C underwriters need a holistic view of their underwriting accounts to assist in making faster, more informed decisions.

Underwriting Workbench enables underwriters to group their policies and quotes into consolidated accounts, improving underwriter efficiency and effectiveness.

About Underwriting Workbench

Underwriting Workbench is an add-on module for Duck Creek Policy that extends its underwriting functionality, providing the ability to group quotes and policies into accounts – giving underwriters holistic views of policies, billing, claims, and other information relevant to underwriting. It is specifically designed to maximize efficiency in high-touch environments where underwriters are directly involved in the evaluation, negotiation, and pricing of risk.

Underwriting Workbench Benefits

Improve Efficiency
  • All account information available in a single view, helping underwriters avoid low-value manual activities
  • Rapid access to key account information and drill-down details
  • Rule configuration can be organized by line, complexity, and underwriter skill
  • Rules engine flags common issues and generates underwriter tasks
Grow and Maintain Business
  • Holistic view of underwriting accounts for cross-sell and up-sell opportunities
  • Recently accessed accounts, tasks, notes, and upcoming renewals available at a glance
  • Rapid deployment of new and updated underwriting rules to minimize lag time
  • Underwriting Accounts assigned to dedicated individuals for handling
Sustain Underwriting Profit
  • Monitoring and tracking of underwriting workload
  • Analytics for loss ratio by line of business
  • Pre-built, supported integrations with Duck Creek Policy, Billing, and Claims
  • Faster expansion to new markets
Accelerate Growth
  • Respond to market changes with a configurable underwriting solution – using the same codeless configuration tools as Duck Creek Policy
  • Assist underwriters with tracking and monitoring of daily activities
  • Streamline workflows for complex, high-touch underwriting accounts to drive greater efficiency and lower costs
  • Optimize agent / broker relationships through improved ease of communication on specific accounts

With Duck Creek, we found a team that is responsive to our needs and continues to enhance their software to meet the changing demands of the industry.

Daniel Pitcher
Farm Bureau Financial Services
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Whether you are starting from scratch, switching providers, or want to customize your products, Duck Creek Technologies’ team of experts can help you get there.

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