Underwriting Workflow Automation
Workflows for how underwriting really works
Workflows for how underwriting really works
Run intake to approval
Link triage, enrichment, appetite, pricing, referral, and approval into a governed path. Configure straight-through steps, review points, and exception handling by line of business.
Handle real-world complexity
Model parallel, forked, non-linear, and merged paths, including native MTAs and corrections. Configure composite products and multi-channel workflows without simplifying the process.
Reduce manual handoffs
Advance work through governed steps where rules allow, without manual intervention. Reserve human review for judgment, authority, and escalation decisions.
Governing the processes other tools work around
Generic workflow tools force insurance teams into generic processes. hx Workflow Builder lets carriers model complex commercial insurance workflows as they actually work, including endorsements, MTAs, forked paths, authority rules, referrals, and approvals. Built for insurance. Governed end to end.
Generic workflow tools force insurance teams into generic processes. hx Workflow Builder lets carriers model complex commercial insurance workflows as they actually work, including endorsements, MTAs, forked paths, authority rules, referrals, and approvals. Built for insurance. Governed end to end.
Workflow Builder capabilities
How It Works
Run workflows across the full underwriting journey
Configure workflows that span ingestion, triage, pricing, referral, approval, and portfolio review.
Move routine work forward automatically where rules allow.
Stop for human review at the exact points you define.
Configure complex insurance workflows
Support native MTAs and corrections.
Handle parallel, forked, non-linear, and merged workflows.
Model composite products like BOP and Commercial Combined.
Configure single workflows for multiple distribution channels and outcomes
Connect into existing underwriting, pricing, policy, and data systems.
Let agents and applications interact with workflows via API and CLI.
Expose work status, state, allowed next actions, and human-required points so agents can act on them safely.
How It Works
Run workflows across the full underwriting journey
Configure workflows that span ingestion, triage, pricing, referral, approval, and portfolio review.
Move routine work forward automatically where rules allow.
Stop for human review at the exact points you define.
Configure complex insurance workflows
Support native MTAs and corrections.
Handle parallel, forked, non-linear, and merged workflows.
Model composite products like BOP and Commercial Combined.
Configure single workflows for multiple distribution channels and outcomes
Connect into existing underwriting, pricing, policy, and data systems.
Let agents and applications interact with workflows via API and CLI.
Expose work status, state, allowed next actions, and human-required points so agents can act on them safely.
How It Works
Run workflows across the full underwriting journey
Configure workflows that span ingestion, triage, pricing, referral, approval, and portfolio review.
Move routine work forward automatically where rules allow.
Stop for human review at the exact points you define.
Configure complex insurance workflows
Support native MTAs and corrections.
Handle parallel, forked, non-linear, and merged workflows.
Model composite products like BOP and Commercial Combined.
Configure single workflows for multiple distribution channels and outcomes
Connect into existing underwriting, pricing, policy, and data systems.
Let agents and applications interact with workflows via API and CLI.
Expose work status, state, allowed next actions, and human-required points so agents can act on them safely.
Run workflows across the full underwriting journey
Configure workflows that span ingestion, triage, pricing, referral, approval, and portfolio review.
Move routine work forward automatically where rules allow.
Stop for human review at the exact points you define.
Run workflows across the full underwriting journey
Configure workflows that span ingestion, triage, pricing, referral, approval, and portfolio review.
Move routine work forward automatically where rules allow.
Stop for human review at the exact points you define.
Configure complex insurance workflows
Support native MTAs and corrections.
Handle parallel, forked, non-linear, and merged workflows.
Model composite products like BOP and Commercial Combined.
Configure complex insurance workflows
Support native MTAs and corrections.
Handle parallel, forked, non-linear, and merged workflows.
Model composite products like BOP and Commercial Combined.
Configure single workflows for multiple distribution channels and outcomes
Connect into existing underwriting, pricing, policy, and data systems.
Let agents and applications interact with workflows via API and CLI.
Expose work status, state, allowed next actions, and human-required points so agents can act on them safely.
Configure single workflows for multiple distribution channels and outcomes
Connect into existing underwriting, pricing, policy, and data systems.
Let agents and applications interact with workflows via API and CLI.
Expose work status, state, allowed next actions, and human-required points so agents can act on them safely.
Three modes
of operation
Discover
Related Capabilities
Quote
“By partnering with hx, we’re making intelligent underwriting a reality for our Global Corporate & Specialty business”
Karen Dayal
Former Chief Underwriting Officer, Aviva
Quote
“By partnering with hx, we’re making intelligent underwriting a reality for our Global Corporate & Specialty business”
Karen Dayal
Former Chief Underwriting Officer, Aviva
Quote
“By partnering with hx, we’re making intelligent underwriting a reality for our Global Corporate & Specialty business”
Karen Dayal
Former Chief Underwriting Officer, Aviva
FAQs
01
Can it connect to our PAS, rating engine and data sources?
02
Which underwriting tasks can be automated?
03
What is underwriting workflow automation?
04
Do I need engineers or IT to build and change workflows?
05
How is this different from Pega, Appian or generic BPM tools?
FAQs
01
Can it connect to our PAS, rating engine and data sources?
02
Which underwriting tasks can be automated?
03
What is underwriting workflow automation?
04
Do I need engineers or IT to build and change workflows?
05
How is this different from Pega, Appian or generic BPM tools?
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