Underwriting

The comprehensive Underwriting Module is designed to enable users of all levels to effortlessly perform all aspects of quotation, indication and firm orders including the additional processes such as:

  • Management of all risks
  • Automatic generation of all contracts and contract-like document
  • Generation of endorsements, blue cards, etc...
  • Automatic generation of all debit and credit notes (integrated calculation of note amounts for all notes including layups, release call, cancelation)
  • Management dashboard presenting significant accounting summaries
  • Generation of supplementary calls (including filtering mechanism e.g. 'supplementary calls for specific member')

Watch a screencast: Screenshot:
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Screenshot Underwriting