SHA's idea to create the Pocket Underwriter came about with insurance brokers in mind. Discussing legal liability issues with new and prospective clients has always been a tricky issue for brokers.
The Pocket Underwriter is designed to be that “specialist” that helps brokers explain complex insurance covers to their clients, identify risk areas, identify appropriate covers, and keep a record of each session with their client(s).
SHA Specialist Underwriters approached NML to build the Pocket Underwriter as a website on NML's custom Content Management System (CMS) platform.
Key functions include:
- the ability to generate quotes
- to place the quote on-risk once the client has approved the quote, as well as
- to renew policies that are reaching their annual renewal date.