Commercial Lines Operations using Automate Insurance

Turn multi‑market chaos into one streamlined, data‑driven process.

Schedule a demo

Commercial Lines Operations using Automate Insurance

Turn multi‑market chaos into one streamlined, data‑driven process.

Schedule a demo
Features - Techplus X Webflow Template

When an entire placement lives in one smart workspace, response times drop and capacity climbs. Give your producers the edge of real‑time insights and your clients the confidence of flawless execution.

Commercial Lines Made Simple

End‑to‑end visibility for producers, underwriters, and service teams

Commercial Business Applications

Streamline master application form along with completion with risk-specific supplementary questionnaires intelligent auto-fil capabilities, update later functionalities.

Track application completeness with automated follow-ups

Manage submissions and track responses  across multiple markets

Facilitate detailed quote comparisons and analysis

Select optimal market followed by automated updated

New Business Applications

Digital new business application checklists with automated tracking

Auto Follow ups for missing documents

Smart validation of application completeness before finalization

Knowledge Center

Auto-categorize and store market communications

AI-powered document summarization for bulletins and updates

Searchable knowledge base for underwriting guidelines

Chat bot based on internal organization database

Key Reports

Submission success rates by markets

Market response time analytics

New business checklist analytics

10 other reports

Key Reports

Open quotes and quotes to binding report

Policy retention and growth

OCR efficiency matrix

40+ other policies and client performance reports

Turn market data into wins with Automate Insurance toolkit.

Key Benefits

85% faster market submissions and selection

+20 % higher win ratio with easy quote comparison

2x stronger carrier relationships

40 % quicker underwriting decisions

90 % reduction in application errors

25 % faster underwriting decisions

Your markets talk fast; our AI listens faster. From first questionnaire to bound coverage, we handle the heavy lifting so you can handle the relationships that matter

One click to compare quotes, track markets, and bind faster