10 The Solution Salesforce’s integrated solutions provide insurers with tools to: Prioritize submissions: Leveraging the automated file set up in conjunction with AI and business rule evaluation, today’s underwriting desktop can review all incoming applications for desirability and stack rank them in order of preference for appetite, profitability, experience with the producer and general fit. This is not meant to force Underwriters into piece work but to help them prioritize accounts. Deliver faster quotes: Underwriting workbenches integrate data, rules, and AI to provide timely pricing indications. Instead of relying on the Underwriter and support staff to move applications from stage to stage, the underwriting desktop helps to manage the full end to end process. Collaborate seamlessly: Salesforce workflows enable real-time communication between underwriters and producers. This can be through the channel the producer wants to work with. While a producer may not submit an application through a portal, they will often collaborate with Underwriting on a portal if the portal provides value added service and speeds processing. Case Study N2G N2G Worldwide Insurance Services simplified complex, multinational submissions using Salesforce tools. Results included Faster, multi-line quotes for 25% improvement in Consolidation of systems global risks in a single underwriting from seven to three, proposal, improving documentation. increasing efficiency. producer loyalty[4]. By removing friction, N2G strengthened its producer relationships and streamlined underwriting processes. © 2025 PS Advisory. All rights reserved