Introducing Submission Triage and Orchestrate: Agentic AI for Modern Underwriting. Learn More >
Build better partnerships with a modern portal that surfaces key data to brokers and agents.
Provide a portal for brokers and agents to directly create new submissions for your underwriters’ attention, eliminating the need to manually enter data provided by email. By skipping the data entry phase, you can ensure that potential deals get to your underwriters’ desks even faster, and know that the data you need will be present.
If you’re already using a partner submission portal, the Federato platform can integrate with your existing solution without requiring this module.
Federato has been huge for us – not only does the platform help us deliver the speed, intelligence, and efficiency our agents and clients demand, the team has worked with us to avoid millions in startup costs and increase our capacity by more than 3x as we grow our business."
From the status of their submissions to the relevant policy documentation, anything your team needs to share with third-party agents can be made available directly through the portal. Brokers, agents and insured clients can get the information they’re looking for right in the interface, eliminating the need for back-and-forth check-ins that interrupt your underwriters’ work. Built-in granular access controls ensure that you’re only sharing the right things, with the right people.
