The commercial portal represents an important first step in our plans as we chart a steady course to meet our long term goals. The portal will provide significant benefits to both our underwriters and to independent brokers."

Jeff Howell, GM Bay of Quinte Mutual

Automation of underwriting – whether it is full straight-through-processing or task automation –is an important component to carrier operational efficiency, and an enhancer of overall agent ease of doing business.

iter8’s agent web portal and underwriting workstation meets this need.

Underwriter Desktop:

  • Full, real-time collaboration between underwriters and between underwriters and agents/brokers
  • Handles policy submission, underwriting, issuance, binding and exception processing
  • Provides a single view to policy and third-party reports
  • Fully Automate new business, policy change, billing change or automate key tasks such as quoting and endorsements

Agent Desktop:

  • Reflect agent sales and service environment
  • Underwrite at point-of-sale
  • Flexibility gives agents choice of where they want to handle transactions
  • User friendly, single sign-on