Underwriting teams that decide with the full picture
Every submission, survey, referral and endorsement sits on the policy it belongs to, so underwriters decide faster, approvers see the whole file and managers see the whole desk.
Sound familiar?
Three things that slow underwriting teams down, and how Meta takes them off the desk.
The problem
Referrals stall in someone's inbox
How Meta handles it
Referrals routed by rule
Each submission is matched against the approval processes you configure and sent to the right approvers, in series or in parallel. Approvers delegate when they are away, and submitters can recall a referral before it lands.
Explore referral flows ➝The problem
Nobody can say what the policy looked like last month
How Meta handles it
Every change becomes a version
Mid-term changes are endorsements listing what was added, modified and removed, with the premium impact of each. Policies link to the version before and after them, so the history is one click away.
Explore versioned policies ➝The problem
Survey deadlines slip without anyone noticing
How Meta handles it
Surveys tracked against the risk
Surveys sit on the policy, opportunity or insurer they belong to, with their own statuses and steps. Extensions are requested with a reason and dated, and scheduled reminders chase due dates as they approach.
Explore risk surveying ➝Built for everyone on the desk
Underwriters, approvers and service administrators each work from the same policy record, with the part of the job that is theirs up front.
Change the policy, see the impact
Capture mid-term changes as endorsements and see exactly what was added, modified or removed, with the premium impact and pro-rata premium in view before anything is applied.
- Before-and-after values on every change
- Premium impact before the endorsement is applied
- Undo an endorsement if you need to
Everything the desk works in
The parts of Meta an underwriting team uses every day, each with more detail a click away.
Underwriting Software
Policies, cover, endorsements and surveys on one record.
Explore the product ➝
Approvals
Referral processes in series or in parallel, with delegation and recall.
Explore approvals ➝
Case Management
Client requests and complaints linked to the policy they concern.
Explore case management ➝
Automation
Flows that update records and send emails when the data changes.
Explore automation ➝
Ready to see what
Meta can do?
FAQ
Yes. Approval processes are matched by conditions you configure, so a referral goes to the approvers its mandate requires. Steps can run in series or in parallel, and approvers can delegate when they are away.
Yes. Roles grant reading, creating, editing, deleting and sharing separately for each record type, and seeing the whole book is a separate grant from changing it.
Dashboards built from reports on the same policy, survey, endorsement and approval records, laid out for the desk, so referrals waiting, surveys due and renewals coming up sit on one screen.
Yes. The accepted quote becomes the policy with its cover in place, and the policy keeps its link to the opportunity, so underwriting starts with what sales already captured.