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THE UNDERWRITER'S WORKSTATION

The Underwriter's Workstation (TUW) provides a complete system solution for an MGA/MGU office.

The Underwriter's Workstation offers a system with accounting, quoting, policy issuance, insured and broker data management, and reporting all in one integrated package to address the needs of an MGA office.

Quoting and Sales Tracking
Real-Time Policy & Document Issuance
Real-Time Broker Billing

Learn more

Exciting News: Our Renewal Manager feature for TUW is released, have you seen it? Book a demo to be eligible for our Early Adopter Pricing. CLICK HERE
Why The Underwriter’s Workstation?
All-in-One Solution
Real-Time Capabilities
Cloud Hosting Available

TUW integrates the following components within one system, allowing the broker to maximize efficiencies:

NEW  Renewal Manager provides bulk renewal processing and email delivery.

IntelliQuote Rating and Underwriting

  • Customizable data collection for manual grid rating.
  • Programmed rating is available for standardized automated rating.

Customized Quote and Dec Page Issuance

  • Multi-language policy issuance for new Business, Renewal, Endorsement, and Cancellation Dec pages.
  • All documents in PDF format for E&O security.
  • Mass emailing of policy documents.

Automated Bordeaux & Lloyd's Lineage Upload

  • Full Reporting capability including customizable and carrier approved Bordereaux Reports
  • Eliminate manual entry to Lloyd's Lineage with TUW's Lloyd's Lineage Upload Tool
  • CUBE Reporting using Microsoft Power BI for report building (coming soon)

Integrated Accounting and Reporting

  • Broker Billing.
  • Policy Number Management.
  • Multi Currency Capabilities.
  • Subscription policies, split commissions and policy fees included.

Claims Management  COMING SOON

  • Track Reserves and claims payments.
  • Build claims bordereaux reports.
  • Claims document management.
  • Coming soon! Contact us to learn more.

Broker Facing Portal Capabilities  FUTURE RELEASE

  • Secure Broker Login.
  • Quote, bind, issue capabilities.
  • All information integrates directly back to TUW.
  • Under development for future release.
Exceptional Customer Support
Our friendly and knowledgeable Client Services team is here to help via phone, email or live online chat (coming soon). TUW brokers also enjoy our online training sessions and growing video library.
LEARN MORE
  • View screenshots of TUW

  • To learn how our solutions can make your business work better for you, contact us for a product demo.

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