Platform Deliverables
Cloud-native, AI-enabled
Underwriting intelligence embedded into the system.
Straight thru Processing
Touchless administration enabled by active straight-through processing.
Excel-based rating in-platform
Keep the familiar workbooks your team already trusts – anchored inside the platform, not bolted on.
Real-Time Insights & Visibility
Turn data into action with embedded analytics, dashboards, and pipeline visibility that give users real-time insights.
Stand-alone or Integrated
Designed to scale with your business at every stage, whether implemented as a stand-alone solution or integrated with Majesco Policy for L&AH.
Purpose-built for Group, Voluntary, and Worksite Benefits
The platform uses AI-driven technology to offer comprehensive, configurable modules for quoting, rating, proposal creation, enrollment, and seamless renewals and includes:
Streamlined Client Onboarding
Revolutionize your employee benefits process with efficient client onboarding.
Intelligent Enhancements
Enhance component functionality with AI, predictive analytics, and machine learning.
Boosted Productivity
Equip external users with innovative productivity tools linked to the underwriting workbench.
“We needed a modern, agile system for new business and renewals with state-of-the-art tools for underwriting and renewing our group business. We chose the Intelligent Sales & Underwriting Workbench as our long-term solution to simplify our business processes, yield faster turnaround times, and improve our partners’ digital experience. It will also allow us to provide our plan sponsors and advisors with online tools to simplify doing business with Beneva.”
Eric Trudel
Executive VP & Lead, Beneva

Flexibility for Your Next Now, Powered by Intelligent Underwriting
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