The Underwriter's Workstation


Custom Software's The Underwriter's Workstation (TUW) offers a full system with accounting, quoting, issuance, claims management, and reporting all in one integrated package to address the needs of an MGA office.

The features and benefits include the following:

  • Full Accounting functions with EFT capabilities
  • Quoting
  • Full Customer Relationship Management, including
  • Client folder maintenance
  • Integrated Email
  • Word processing
  • Claims management
  • New, Renewal, and Endorsement Policy Issuance
  • Subscription Policy Issuance, Billing, and Reporting
  • Policy Number management
  • Customization for Underwriter Authority levels
  • Bordereaux completion as simple as running a report, and no more data entry!


To learn more about The Underwriter's Workstation, request more information.