Save Your Spot: UnderwritingAI Webinar

Join us for a live walkthrough of UnderwritingAI and see how agencies are saving hours each week by cutting down on quoting dead-ends. We’ll share tips, answer your questions, and give you a first look at what’s coming next. As part of registration, we’ll ask you a few quick questions so we can tailor the session to your agency’s needs.

How does your team stay up to date with carrier guidelines?

📧 Carrier emails

🌐 Carrier portals

📑 Shared docs/spreadsheets

👥 Team communication

❌ We don’t have a system

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How often do you check underwriting guidelines?

🔁 Every quote

📅 At least 1 quote a week

📇 Maybe 1 quote a month

❌ Almost never

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About how much time do you lose each month quoting carriers where the risk ends up being ineligible?

⏱ Less than 1 hour

🕐 1–5 hours

🕒 6–10 hours

⏳ 10+ hours

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Have you ever given a quote to a prospect that turned out to be ineligible?

😞 Yes – we lost the prospect

😅 Yes – we saved it, but it took extra work

🙂 Yes – but it was a small issue

🙌 No, never

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Which of these would be most helpful to see before quoting?

✅ Eligibility rules

📋 Referral requirements

📉 Sub-limits

🎯 Carrier appetite

🔒 All of the above

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How helpful would it be if these rules showed up right at the point of quote?

🤩 Very helpful – it would save a lot of time and stress

🙂 Helpful – it would prevent mistakes

😐 Somewhat helpful – nice to have

😕 Not helpful – our current way works fine

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What’s your biggest headache with underwriting guidelines today?

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If you had a magic wand, what would “perfect visibility” into guidelines look like in your quoting process?

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