Underwriter Workbench
A review queue built for judgment calls
Every submission arrives pre-processed. Underwriters see anomaly flags, confidence gaps, and extracted data — not raw documents and empty fields. The judgment is yours. The groundwork is ours.
Workbench Features
Built around how underwriters actually work
Priority Review Queue
Submissions surface in order of SLA proximity and anomaly severity. Renewal with a 2023 large loss and a quote due tomorrow appears before a new-business submission with clean data and three days remaining.
Anomaly Flags
Undwrlyft surfaces specific underwriting signals: loss ratios outside the line-of-business range for the NAICS class, year-over-year TIV increases without corresponding exposure change, claim clustering in a single policy year, open reserve concentration. Each flag links directly to the source document page and column — not just a generic alert.
Inline Field Override
When an underwriter disagrees with an extracted or pre-filled value, they override it inline. The override is logged with reason code. No system switching, no re-entry in a separate application.
Underwriting Notes
Free-text notes attach to submissions and persist across renewal cycles. Senior underwriter comments on a 2022 submission are visible when the 2025 renewal arrives.
Team Assignment
Route submissions to individual underwriters or team queues. Senior review workflows: junior underwriter works up a submission, senior approves before quote release.
Throughput Reporting
Queue velocity, average review time, SLA compliance rates, and override frequency — visible at the team and individual level. Identify bottlenecks before they affect quote turnaround.
Your underwriters are your competitive advantage
The Workbench doesn't replace their judgment — it removes the data preparation that was preventing them from exercising it. See it on a live submission in your demo.