Insurance Underwriting supported by Teams and Outlook (SME)

Transform your SME insurance operations by integrating underwriting and policy processing directly within by Teams and Outlook. Enable effortless transactions with your sales channels while layering new capabilities onto your existing Policy Administration System. Expand your SME insurance portfolio and distribute seamlessly through direct digital channels, brokers, affiliates, and bancassurance networks—without major system upgrades.

Who Benefits?

Existing Players & New Entrants:

• Insurers & MGAs – Enhance underwriting and policy processing
• Brokers & Intermediaries – Simplify SME insurance transactions

Customer Support & Underwriters:

• Work within familiar Microsoft apps
• No need for additional portals or logins
• Streamline underwriting workflows & customer interactions
• Automate risk assessment and approvals efficiently

Key Benefits & Customer Needs:

✅ Standardize & Simplify Underwriting – Structure risk reviews within a single workflow
✅ Respond Faster – Process quotes and approvals directly in Dynamics365, Teams & Outlook
✅ Seamless External Access – Enable producers & partners to request quotes without portal logins
✅ Legacy System Compatibility – Add new capabilities without major IT upgrades
✅ No Portals, No Hassle – Allow partners to request quotes without requiring logins