Underwriting and New Business Enrollment

Get up to speed with comprehensive yet easy-to-use configurations that automate mission-critical processes
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Digital Solutions for Fast, Accurate Results

With Excellarate, insurance companies streamline processes and make it easy to access to essential information needed for critical decision-making and ongoing policy administration.

Discover how Excellarate transforms underwriting and new business enrollment.

Automated Underwriting

Excellarate transforms slow, inefficient underwriting processes without replacing your legacy systems.

Insurance customers today expect a full quote in minutes or less. Slow, manual underwriting will simply no longer suffice.

Powered by Robotic Process Automation (RPA) and Artificial Intelligence (AI), Excellarate automates the underwriting process, pulling information from multiple sources to generate fast, reliable results.

Faster

Intuitive, repeatable user interfaces for documents, data, and task completions

Less Costly

Fewer resources and less time required to complete automated processes

More Reliable

Algorithmic calculations less prone to error than manual processes

Integrated

Seamless, customized integration with third-party enterprise systems and sources of information

Streamlined Enrollment

Excellarate solutions automate processes from underwriting through new business enrollment to enhance engagement with customers and ensure you never have to lose opportunities to outdated systems and processes.

Accelerate

Automation streamlines workflows and shortens cycles, which enhances employee productivity and increases revenue opportunities.

Simplify

Elimination of time- and resource- intensive manual tasks alleviates complexity and reduces operational costs

Collaborate

Tasks and exceptions are easily assigned and distributed to the right staff, providing a collaborative workbench

Track and Report

Built-in capabilities track opportunities through underwriting and enrollment to ensure decisions are fully informed and all requirements are satisfied

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