Pipeline Management Solution

AI-driven pipeline management to identify, target, and streamline high-priority underwriting opportunities.

Insurance carriers and MGAs receive many of the same submissions over time. Underwriters can miss opportunities to solicit controlled business from their distribution plant because because ithey are unable to easily identify submissions that they would like to quote again.

Our Digital Experts, built on Purple Fabric, analyze historical submissions against the current underwriting appetite to identify target accounts. This enables underwriters to proactively solicit business from agents and brokers, ensuring they are prepared with a list of desirable risks to quote.

Key Outcomes

  • Enhanced effectiveness of agent and broker visits with targeted business opportunities.
  • Improved close ratios as underwriters focus on quoting risks they are keen to write.
  • Streamlined identification of high-potential submissions, maximizing underwriting efficiency.
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Reimagine your operations with Purple Fabric. #OpsBeyondLimits

Reimagine your operations with Purple Fabric. #OpsBeyondLimits

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