Meet Jenny your
Underwriting Assistant

This automation solution improves the speed of your load origination process while reducing errors caused by manual data enry.

01

Check underwriting mailbox for incoming emails

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underwriting mailbox

02

Categorize emails based on set requirements

Categorize Emails
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Openbots Platform Graph

03

Extract data from documents

Categorize requirements
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05

Send agency approval/completion response

Input data into Policy

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04

Input data into policy admin systems like Guidewire, Duck Creek, etc.

policy systems

  • Vendor

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  • Applications

    Word Logo   Duck    Guide Wire
  • Business Process

    Customer Service & Support

    Sales

    Finance & Accounting

  • Category

    Productivity

  • Complexity

    Simple

 
 
 

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