The #1 pricing and underwriting platform for commercial P&C insurance.

Workflow Builder

Workflow Builder

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Orchestrate every underwriting step.

Orchestrate every underwriting step.

Turn intake, enrichment, appetite checks, referrals, pricing, documentation, and approvals into governed workflows that are easy to adapt by product, region, authority level, and risk type.

Keep humans in control.

Keep humans in control.

Define when agents can act automatically, when they should pause, and when decisions require human review. Build clear human-in-the-loop and human-over-the-loop patterns without losing speed.

Connect the tools you already use.

Connect the tools you already use.

Coordinate existing rating models, submission systems, document stores, portfolio views, and underwriting guidelines so work moves through one controlled operating layer.

Three modes
of operation

Three modes
of operation

Abstract gradient background in teal and light green for a tech-focused design.

Model underwriting paths without locking teams into rigid process

Design

Map triage, enrichment, appetite, pricing, referrals, and approvals as reusable workflow blocks.

Tailor paths by line of business, authority threshold, broker, geography, or risk signal.

Keep workflows readable for underwriters, operations, and governance teams.

Gradient background in blue hues, conveying a modern and innovative vibe.

Control when AI agents act, pause, escalate, or stop

Govern

Set permissions for straight-through tasks, assisted decisions, and mandatory review points.

Use clear escalation rules when confidence, appetite, wording, or authority limits require attention.

Maintain auditability across every workflow step and agent action.

A soft gradient blend of blue and pale yellow, evoking a modern, professional feel.

Run workflows across systems without forcing a rebuild

Connect

Trigger work from submissions, documents, portfolio changes, renewal dates, or underwriter actions.

Pass context between pricing tools, data services, document systems, and review queues.

Reduce manual handoffs while preserving the tools teams already trust.

Soft gradient background transitioning from pink to lavender.

Improve workflows continuously from live underwriting activity

Improve

See where work slows down, escalates too often, or requires repeated manual correction.

Tune workflow rules as appetite, market conditions, and operating models evolve.

Create a feedback loop between underwriting teams, operations, and model owners.

Three modes
of operation

Abstract gradient background in teal and light green for a tech-focused design.

Model underwriting paths without locking teams into rigid process

Design

Map triage, enrichment, appetite, pricing, referrals, and approvals as reusable workflow blocks.

Tailor paths by line of business, authority threshold, broker, geography, or risk signal.

Keep workflows readable for underwriters, operations, and governance teams.

Gradient background in blue hues, conveying a modern and innovative vibe.

Control when AI agents act, pause, escalate, or stop

Govern

Set permissions for straight-through tasks, assisted decisions, and mandatory review points.

Use clear escalation rules when confidence, appetite, wording, or authority limits require attention.

Maintain auditability across every workflow step and agent action.

A soft gradient blend of blue and pale yellow, evoking a modern, professional feel.

Run workflows across systems without forcing a rebuild

Connect

Trigger work from submissions, documents, portfolio changes, renewal dates, or underwriter actions.

Pass context between pricing tools, data services, document systems, and review queues.

Reduce manual handoffs while preserving the tools teams already trust.

Soft gradient background transitioning from pink to lavender.

Improve workflows continuously from live underwriting activity

Improve

See where work slows down, escalates too often, or requires repeated manual correction.

Tune workflow rules as appetite, market conditions, and operating models evolve.

Create a feedback loop between underwriting teams, operations, and model owners.

Three modes
of operation

Three modes
of operation

Abstract gradient background in teal and light green for a tech-focused design.

Model underwriting paths without locking teams into rigid process

Design

Map triage, enrichment, appetite, pricing, referrals, and approvals as reusable workflow blocks.

Tailor paths by line of business, authority threshold, broker, geography, or risk signal.

Keep workflows readable for underwriters, operations, and governance teams.

Gradient background in blue hues, conveying a modern and innovative vibe.

Control when AI agents act, pause, escalate, or stop

Govern

Set permissions for straight-through tasks, assisted decisions, and mandatory review points.

Use clear escalation rules when confidence, appetite, wording, or authority limits require attention.

Maintain auditability across every workflow step and agent action.

A soft gradient blend of blue and pale yellow, evoking a modern, professional feel.

Run workflows across systems without forcing a rebuild

Connect

Trigger work from submissions, documents, portfolio changes, renewal dates, or underwriter actions.

Pass context between pricing tools, data services, document systems, and review queues.

Reduce manual handoffs while preserving the tools teams already trust.

Soft gradient background transitioning from pink to lavender.

Improve workflows continuously from live underwriting activity

Improve

See where work slows down, escalates too often, or requires repeated manual correction.

Tune workflow rules as appetite, market conditions, and operating models evolve.

Create a feedback loop between underwriting teams, operations, and model owners.

Abstract gradient background in teal and light green for a tech-focused design.

Model underwriting paths without locking teams into rigid process

Map triage, enrichment, appetite, pricing, referrals, and approvals as reusable workflow blocks.

Tailor paths by line of business, authority threshold, broker, geography, or risk signal.

Keep workflows readable for underwriters, operations, and governance teams.

Abstract gradient background in teal and light green for a tech-focused design.

Model underwriting paths without locking teams into rigid process

Map triage, enrichment, appetite, pricing, referrals, and approvals as reusable workflow blocks.

Tailor paths by line of business, authority threshold, broker, geography, or risk signal.

Keep workflows readable for underwriters, operations, and governance teams.

Gradient background in blue hues, conveying a modern and innovative vibe.

Control when AI agents act, pause, escalate, or stop

Set permissions for straight-through tasks, assisted decisions, and mandatory review points.

Use clear escalation rules when confidence, appetite, wording, or authority limits require attention.

Maintain auditability across every workflow step and agent action.

Gradient background in blue hues, conveying a modern and innovative vibe.

Control when AI agents act, pause, escalate, or stop

Set permissions for straight-through tasks, assisted decisions, and mandatory review points.

Use clear escalation rules when confidence, appetite, wording, or authority limits require attention.

Maintain auditability across every workflow step and agent action.

A soft gradient blend of blue and pale yellow, evoking a modern, professional feel.

Run workflows across systems without forcing a rebuild

Trigger work from submissions, documents, portfolio changes, renewal dates, or underwriter actions.

Pass context between pricing tools, data services, document systems, and review queues.

Reduce manual handoffs while preserving the tools teams already trust.

A soft gradient blend of blue and pale yellow, evoking a modern, professional feel.

Run workflows across systems without forcing a rebuild

Trigger work from submissions, documents, portfolio changes, renewal dates, or underwriter actions.

Pass context between pricing tools, data services, document systems, and review queues.

Reduce manual handoffs while preserving the tools teams already trust.

Soft gradient background transitioning from pink to lavender.

Improve workflows continuously from live underwriting activity

See where work slows down, escalates too often, or requires repeated manual correction.

Tune workflow rules as appetite, market conditions, and operating models evolve.

Create a feedback loop between underwriting teams, operations, and model owners.

Soft gradient background transitioning from pink to lavender.

Improve workflows continuously from live underwriting activity

See where work slows down, escalates too often, or requires repeated manual correction.

Tune workflow rules as appetite, market conditions, and operating models evolve.

Create a feedback loop between underwriting teams, operations, and model owners.

Three modes
of operation

Discover more

AI-powered decisions from triage, to pricing, to portfolio optimization

Workflow Builder gives our teams a shared operating layer for underwriting decisions. We can move faster without losing the control and review points our business depends on.

Alex Morgan

Head of Underwriting Operations

Workflow Builder gives our teams a shared operating layer for underwriting decisions. We can move faster without losing the control and review points our business depends on.

Alex Morgan

Head of Underwriting Operations

Workflow Builder gives our teams a shared operating layer for underwriting decisions. We can move faster without losing the control and review points our business depends on.

Alex Morgan

Head of Underwriting Operations

Underwrite Exponentially

Discover how hx puts pricing logic, underwriting judgment, portfolio intelligence, and governed agent execution into one platform.