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Complex Policy Quotation

Increase efficiency and productivity.

Profitable growth begins with a fast, accurate, and streamlined quoting process. Whether it is P&C or Life, this can mean multiple streams of siloed tasks that need to be completed by underwriting, loss control, and other stakeholders before a quote can be finalized.

Appian enables insurers to leverage their existing systems and streamline the entire process – increasing quote capacity while delivering an optimal experience for all users.

Features at a glance:
  • Simplify operations with a single application that enables role-relevant views for all stakeholders
  • Create a 360 degree view of all relevant quote data needed to make a judged underwriting decision
  • Increase visibility into processes, decisions, and outcomes for underwriters
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Brief: Complex Policy Quotation

Case Study: Multinational P&C Underwriting

The Forrester Wave™: Automated Life Insurance Underwriting Systems, Q4 2019

Case Study: Life Insurance New Business and Medical Underwriting