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Sapiens UnderwritingPro

Award-winning automated underwriting and new business case management.

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Overview

Sapiens UnderwritingPro is a web-based, cloud-native solution for automated underwriting and new business case management, primarily for Life and Annuities insurers. It streamlines the entire new business process, from case management to underwriting decisions, by automating routine tasks and providing a configurable rules engine. The platform aims to reduce time-to-issue, lower acquisition costs, and improve decision accuracy.

✨ Key Features

  • Automated Underwriting and New Business Case Management
  • Integrated, User-Configurable Rules Engine
  • Straight-Through Processing for eligible cases
  • Real-time Case Management Dashboard
  • Gen AI-powered document summarization
  • Automated Requirements Processing
  • Compliance with ACORD XML standards

🎯 Key Differentiators

  • Highly configurable platform for quick rollout of new products.
  • Modern, intuitive interface designed to simplify case management.
  • Use of Gen AI for summarizing documents to aid risk assessment.

Unique Value: Transforms the new business and underwriting department for L&A insurers by automating workflows, enabling straight-through processing, and providing powerful case management tools, which significantly speeds up policy issuance and lowers costs.

🎯 Use Cases (4)

Automating underwriting for Life and Annuity products. Streamlining new business submission and case management. Improving communication and collaboration between agents and underwriters. Enabling straight-through processing for simplified issue products.

✅ Best For

  • Enterprise-proven and scalable for insurance organizations of all sizes.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • P&C insurers, as the solution is primarily tailored for the Life & Annuities market.

🏆 Alternatives

FAST (Verisk) iPipeline Oracle

Offers a more specialized and modern solution for Life & Annuities underwriting automation compared to generic BPM tools or older, less flexible core systems.

💻 Platforms

Web API

🔌 Integrations

Third-party data providers Core back-office systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

💰 Pricing

Contact for pricing

Free tier: N/A

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