Introducing Submission Triage and Orchestrate: Agentic AI for Modern Underwriting. Learn More >
Bind new policies faster with compliant, customizable form generation within Federato, easily configurable by business users.
Create forms and templates right from Federato, automatically configured for the appropriate state, LOB, and selected coverages. The platform can generate, issue, and bind policies, and update an existing PAS with bind and issue flags. Federato can support the full range of policy lifecycle transactions directly within the platform, including midterm endorsements, policy extensions, and premium audits. This module can also be used as a standalone solution for managing the policy lifecycle, without requiring a PAS.
We didn’t have a single place for all of our documentation – it was all in our heads or buried in emails, and it wasn’t integrated as part of our workflow. We were stepping on each other’s toes, and as we continued to grow, we realized that if we didn’t fix the problem now, it would snowball into something major later."
Create new forms or edit existing ones from the Federato interface, without requiring development resources or coding changes. Business users can import Word-based template files, then drag and drop the fields they want to include into the appropriate place in the form. With granular controls available, including formatting for field entries and conditional fields, underwriting managers can easily create what they need for their team to issue policies, while built-in guardrails ensure regulatory compliance.
