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AI Augmented Underwriting Portal

THE AI-AUGMENTED RISK COMMAND CENTER

Make Faster, Smarter, and More Profitable Underwriting Decisions.

Stop spending 80% of your time on administrative tasks. Our Underwriting Portal transforms the process from a manual bottleneck into a strategic advantage. It enriches data in real-time, automates routine decisions, and provides your team with an AI co-pilot to assess complex risks with unparalleled precision.

Beakwise AI

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One Workbench for Every Risk

We consolidate every piece of information and every stakeholder into a single, intelligent view, so your underwriters can focus on what they do best: assessing risk.

Underwriting Command Center
1

360° Customer View

Access the complete customer profile from our CDP, including all policies, claims history, and AML/KYC verification status from integrated services like Jumio.

2

Intelligent Submission Triage

An AI-powered queue that automatically validates data completeness, flags inconsistencies, and prioritizes high-value or complex submissions.

3

AI-Generated Risk Summary

Our AI co-pilot reads all submission documents—from medical records to engineering reports—and provides a concise summary of key risks and recommendations.

4

Integrated Collaboration Tools

Communicate with agents, brokers, claims teams, and external experts like doctors or surveyors directly within the case file.

From Submission to Bind, a Seamlessly Intelligent Journey

Our portal orchestrates the entire underwriting process, automating tasks, augmenting decisions, and connecting all stakeholders in a single, auditable workflow.

1

Step 1: Automated Intake & Triage

Submissions from any channel are automatically ingested. Our AI reads the documents, extracts the data, verifies it against third-party sources, performs initial AML/KYC checks, and intelligently triages the case—flagging simple risks for straight-through processing.

AI Data Extraction (ICR) Automated AML/KYC Checks Straight-Through Processing (STP)
Incoming Documents
PDF Forms
8 files
Spreadsheets
5 files
Email Data
12 files
Beakwise AI Processing
Intelligent Triage
Straight-Through12
Auto-approved
Review Required3
Manual check
AI Risk Assistant
Online
360° View
Complete
Risk Score
--
/100
Confidence
--
High
2

Step 2: Augmented Risk Assessment

The underwriter receives a case file already enriched with a 360° customer view, an AI-generated risk summary, and a predictive risk score. They can "chat" with the documents or collaborate with external experts directly within the portal to analyze the risk from every angle.

AI Co-Pilot Predictive Risk Scoring Multi-Party Collaboration
3

Step 3: Dynamic Pricing & Quoting

Leverage real-time data from telematics, property sensors, or health wearables to create highly accurate, personalized pricing. The system generates and sends quotes automatically, tracking every version and interaction.

Usage-Based Insurance (UBI) Pricing Automated Quoting Version Control
Dynamic Pricing Engine
Beakwise
Base Premium$5,000
$197
$294
$391
$488
$585
4

Step 4: Intelligent Policy Issuance

Once approved, the system automatically generates all necessary policy documents, ensures all compliance checks are complete, and binds the policy. The entire process, from submission to issuance, is completed with a full, immutable audit trail.

Policy Generation Blockchain Verification Automated Distribution
Policy Generation Engine
Beakwise
Creating Policy Documents

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