InsureMO Underwriting for Outlook

The InsureMO Underwriting empowers insurance underwriters and administrators to manage referrals, initiate proposals, and onboard products - all from within Outlook. By centralizing underwriting actions into Outlook, it eliminates the need for users to switch to external portals.

Underwriters receive notifications in Microsoft Outlook/Teams when a policy referral is triggered and can immediately review and act upon it. Administrators can onboard new insurance products and assign roles to team members such as processors or underwriters. Proposal initiation is seamless, and referrals are automatically generated based on predefined rules.

• Review and act on submitted referrals directly in Outlook
• Onboard insurance products with required metadata
• Initiate and issue proposals with built-in referral workflows

• Requires valid access to an InsureMO tenant. (Click here)
• Bearer token (Personal Access Token) authentication must be configured
• Sales Channel must be preconfigured in your InsureMO environment