Run one connected process
Manage intake, risk assessment, quoting, rating, proposal generation, sold-case handling, requotes, and renewals in one workflow.
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Register NowINTELLIGENT SALES & UNDERWRITING WORKBENCH
Unify intake, rating, proposal generation, sold-case flow, and renewals in one cloud-native workbench so Group LA&H teams can quote faster, stay consistent, and modernize with less risk.
Business Value
Manage intake, risk assessment, quoting, rating, proposal generation, sold-case handling, requotes, and renewals in one workflow.
Use existing Excel-based rating logic as the source of truth, so pricing changes can happen without re-writing rules in code.
Support product, provision, rate, and decision-rule changes with business-friendly configuration, versioning, and impact analysis.
Use straight-through processing and guided workflows to generate proposals faster when data is complete and approvals are not required.
Embedded dashboards and analytics help underwriters and managers track volume, turnaround time, conversion, pricing patterns, and portfolio performance.
Connect upstream and downstream systems with cloud-native architecture, real-time APIs, and integration support across the underwriting ecosystem.
Why AI matters
Put practical intelligence inside underwriting workflows so teams can move information and quotes forward with greater speed, consistency, and visibility.
Help teams work with incoming email and RFP information
Support quote summaries, requotes, and guided workflows.
Help move eligible work forward when required conditions are met.
Bring activity, turn around, and portfolio information into the flow of work.
Implementation
Map intake, workflows, and rating inputs
Align on products, lines of business, and target outcomes, then define the rating scope, architecture, and implementation plan together.
Connect quote-to-renewal workflows
Link proposal generation, sold-case handling, requotes, and renewals so teams can work in one flow.
Operationalize with visibility
Give teams guided workflows and dashboards to manage volume, turnaround time, and consistency.
Support
Intelligent Underwriting is a unified, cloud-native Group LA&H underwriting workbench that connects the underwriting lifecycle from intake and assessment through quoting, proposals, sold-case handling, and renewals.
It is designed for Group LA&H carriers serving business across group, voluntary benefits, worksite, and individual markets.
It helps address fragmented tools, manual handoffs, inconsistent workflow control, slower quote turnaround, and limited ability to scale growth without adding headcount.
It can operate standalone or integrate with Majesco Policy for LA&H, with connectivity to CRM and policy administration systems.
The solution is designed to help carriers move faster, work more consistently, improve visibility, and modernize while preserving trusted rating logic.
