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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


Sandy Parrillo,
President and CEO of Providence Mutual goes into more detail

Watch her video now

Automation of underwriting – whether it is full straight-through-processing or task automation –is an important component to carrier operational efficiency.

iter8’s agent web portal and commercial underwriter workbench meets this need.

Underwriter Workbench:

  • Commercial Auto, Property, Specialty and Farm
  • Full, real-time collaboration between underwriters and between underwriters and agents
  • Handles pre-qualification, quick-quote, submission, quote, bind, new business, endorsements, renewals, cancellations
  • Manage workflows, analyse  underwriting and deliver accurate and timely decision making
  • Provides a single view to policy and third-party reports
  • Give carriers and underwriters the tools they need to succeed as experts in Commercial Lines
  • Fully Automate new business, policy change, billing change or automate key tasks such as quoting and endorsements

Commercial Packages, BOP, Umbrella, Mid-market commercial

  • An underwriting front-end to address task management, workflow management, agent collaboration, new business evaluation and reporting
  • User configuration, business logic driven by rules configurator
  • Quick Qualification
  • Agent access

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

Web-based connected agency portal



Resource Library



Read the SMA Whitepaper "Ease of Doing Business: A Business Guide to Modern Agent Portals"