FINEOS New Business & Underwriting

A scalable enterprise solution designed to automate and streamline new business and underwriting processes for all lines of business through a single platform.

The FINEOS New Business & Underwriting Solution is a cloud-native, component-based software solution that helps carriers increase revenues and profitability. It automates and streamlines workflows and decision making in the quoting lifecycle, from initial proposal to policy inception and renewal processing.

Its intuitive user interface provides faster, more accurate proposals by enforcing underwriting guidelines and consistent decision making. Its modern, API service layers provide connectivity and simplified integration into carriers’ legacy systems, third-party core systems and enables carriers to thrive in best-of-breed digital ecosystems.

FINEOS Quote

• Fast Life, Accident and Health quoting
• Quote large group, with or without census
• Comprehensive quote and re-quote workflow

FINEOS Rate

• Build, test, implement without relying on IT
• Automate complex manual and experience rating
• Award-winning, patented technology

FINEOS Underwrite

• Integrated underwriting tools
• Efficient collaboration and communication
• Comprehensive case/review management

Assemble plans, retrieve rates, and quickly generate quotes

Intelligent, rule-based quoting by the right user, with the right data, at the right time speeds time to market.

Configurable, no-code plans and features increase responsiveness to the market.

Easily modify rates and increase flexibility by leveraging the FINEOS rating engine or by connecting to your legacy rating engine.

Increase productivity by using saved plan templates for speedy proposal and quote generation.

Consolidate information in one place

All-inclusive, unified solution helps to eliminate duplicate data entry, reduce input errors and handoffs.

Improve efficiency by quickly and easily importing RFP and broker data.

Always connected, modern APIs better enable connection and extend capabilities with legacy systems, third party core systems and other components of the digital ecosystem.

Accelerate decision-making, improve communications and reduce risk

Easily transition your group status throughout the workflow as underwriting decisions are made.

A powerful platform that provides real-time underwriting decision making and recommendations to increase underwriting accuracy.

Increase collaboration between sales and underwriting by easily requesting additional information and upload documents to simplify IGO/NGO processing.

Ensure compliance and consistent enforcement of underwriting rules with automated tracking of all transactions.