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About Workflow

The Convr automated, data-enriching workbench delivers seamless policy lifecycle management from a single pane for improved efficiency and better-informed underwriting with real-time submission enrichment.

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Connected Intelligence for Underwriters

The Convr workbench delivers a comprehensive, automated workflow resource that enables insurance organizations to operate within a single risk processing ecosystem for maximum collaborative transparency and efficiency. Our thoughtfully developed user interface (UI) helps underwriting teams – and each individual user – to track and advance submissions with priority labels, status updates, tasking features, assignments, enriched submission view updates, and even team member notification emails. System-generated and custom tasks are available options out-of-the-box. Convr's customers benefit from better decision-making through synchronized workflows.

The Convr Underwriting Workbench delivers a full-suite of AI-infused agentic tools that support underwriting analysis and decisions

  • Critical insights drive smarter underwriting decisions faster​
  • Out-of-the-box features automate workflow processes​
  • Real-time enrichment of submission data deepens insights​
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Submission Collaboration for Better Decisioning

Convr AI delivers status-based workflow visibility that automates team member roles, referrals and routing – defined manually or automatically with Agentic AI features. Team members can also add Comments and Notes, Attachments, and Task Reviews with Convr's workflow features.  

Features and Benefits

Features and Benefits

Superior Submission Flow

Identifying a submission's type of business operations is crucial, but it is not always straightforward. Convr's expertise in underwriting combined with advanced machine learning techniques gives you a significant advantage in risk assessment. Our patented AI technology enables superior submission management, risk evaluation and rating. Plus, our system offers review and edit capabilities for added flexibility and precision.

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