Underwriting submission triage
Malleable gives underwriters cleaner submissions by handling completeness checks, appetite screening, enrichment, broker follow-up, and routing before human risk judgment begins.
Receive Submission
Collect application, attachments, broker, insured, coverage, and target dates.
Screen Appetite
Check completeness, risk profile, appetite rules, and obvious blockers.
Request Gaps
Ask broker for missing data or clarification before underwriting review.
Rescreen Submission
Recheck broker clarifications, appetite rules, and completeness after gap response.
Underwriter Route
Send the reviewed submission summary and evidence to the right underwriter.
- 1Receive Submission: Collect application, attachments, broker, insured, coverage, and target dates.
- 2Screen Appetite: Check completeness, risk profile, appetite rules, and obvious blockers.
- 3Request Gaps: Ask broker for missing data or clarification before underwriting review.
- 4Rescreen Submission: Recheck broker clarifications, appetite rules, and completeness after gap response.
- 5Underwriter Route: Send the reviewed submission summary and evidence to the right underwriter.
Why This Works Better with Malleable
Start simple, improve over time
You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.
No separate systems to integrate
The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.
Results
- Underwriters receive complete submissions
- Broker gaps are chased before review
- Appetite screen is consistent
Integrations
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