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Underwriting and rating software helps insurance agencies streamline and automate the underwriting process. These solutions significantly reduce the need for manual intervention by automating key aspects of underwriting, improving efficiency. These systems allow users to define rules and policies that are automatically applied during the underwriting process. They can conduct pricing and rate analysis, calculate premiums, standardize quotes across different channels, and adjust rates based on risk factors and policy details.
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Plaid
plaid.com
Plaid is a platform that connects bank accounts to apps for managing finances, payments, and user identity verification securely.
Clik.ai
clik.ai
Clik.ai automates financial modeling and analysis for multifamily and commercial real estate, aiding lenders, brokers, and investors with spreadsheet tasks.
QuickFacts
quickfactsinc.com
QuickFacts app provides a single resource for comparing information from multiple insurance carriers, streamlining access to key data, rules, and guidelines.
PolicyFly
policyfly.com
PolicyFly is an app for managing and creating insurance policies, automating workflows and document generation to increase efficiency for insurers.
Middesk
middesk.com
Middesk helps businesses verify commercial customers, manage compliance, and streamline lending processes with automated identity products and insights.
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