Your real IMS, in the browser.
The full underwriter workbench — quoting, binding, issuing, endorsing. Driven by your actual system, not a copy of it.
The full policy lifecycle.
Every stage a desktop underwriter expects — now in a browser tab, on the same system of record.
Quote
Spin up submissions, capture risk detail, and shape coverage on your real lines and forms.
Bind
Move a quote to bound with the same rules and controls your underwriters work under today.
Issue
Generate the policy and produce documents straight from your system of record.
Endorse
Handle mid-term changes and endorsements without ever leaving the workbench.
It runs your real system.
The same system your team already trusts.
This isn't a rebuild or a parallel database. The workbench is driven by your actual IMS — the same compiled logic, the same rules, the same data, the same answers your desktop produces today — surfaced in the browser.
- No rip-and-replace — your IMS stays the system of record
- Reads and writes your real production data, not a copy
- The browser is just a new front door to the system you already run
Live rating, built in.
Premium comes from your actual rater — the same numbers your underwriters quote with today.
Your real rater
Premium is computed by your own rating engine — Excel models and vendor raters included — not a reimplementation.
Premium in seconds
Adjust an exposure or limit and rate the submission in seconds, so underwriters can shape a quote without leaving the workbench.
Every rate logged
Each rating pass is captured for audit, so you can always trace how a premium was arrived at.
It learns your IMS.
The agent maps your specific configuration so it works the way your environment actually does.
Your schema
Auto-discovers your data model so the workbench reflects how your instance is structured.
Your reference data
Learns your lines, states, carriers, and lookups so the right choices show up in the right places.
Your forms
Picks up the forms and documents your policies use, so issuance matches what you already produce.
Permissions, inherited.
The agent respects your IMS roles.
Every action runs under the user's own permissions. There is nothing the agent can do that the person sitting in front of it couldn't — the same roles, the same gates, the same boundaries you already enforce.
- Acts as the signed-in user, never above them
- Honors your existing roles and permission rules
- No hidden privileges, no separate access model to manage
Put the workbench on your own IMS.
We'll connect it to your system and walk a real quote-to-issue in a live demo.