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UnderwritingAI

Planned for Q1 - Q2 of next year.

This will use AI to ingest your underwriting Guidelines and eligiblity to automatically apply a Green Light, Yellow Light, and a Red Light to your carriers on a risk so that you only spend time quoting with carriers that are eligibility or have a good chance of being eligible.

Admins will also be able to rank their carriers so that your team knows your priority carriers based on contingency, commission structure, etc.

Status: 🔥 Released2 comments

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Comments2

  • David Brower changed status to 🔥 Released
    •

    Nov 18, 2025

    Pinned

    UnderwritingAI is now available in Beta!

  • David Watson changed status to 🚧 In Progress
    Team•

    Oct 7, 2025

    Pinned

    We will be hosting a webinar today at 2pm EST to walk you through UnderwritingAI which is coming soon! We’re so excited to share what this looks like and how it will help your agency.

    If you haven’t already, please register for the webinar here even if you can not attend!