{"id":16091,"date":"2023-02-27T14:24:29","date_gmt":"2023-02-27T11:24:29","guid":{"rendered":"https:\/\/insly.com\/?p=16091"},"modified":"2026-09-16T15:31:34","modified_gmt":"2026-09-16T12:31:34","slug":"updating-quote-and-bind-processes-for-underwriters","status":"publish","type":"post","link":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/","title":{"rendered":"Updating Quote and Bind Processes for Underwriters"},"content":{"rendered":"<div style=\"margin-top: 0px; margin-bottom: 0px;\" class=\"sharethis-inline-share-buttons\" ><\/div><p><span data-contrast=\"auto\">Underwriters spend the majority of their time on quote and bind procedures. However, when you are handling these activities manually, much of the time is spent on repetitive processes that don&#8217;t add value to your company.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Tasks like emailing brokers to exchange risk information, opening spreadsheets and databases to calculate premiums, checking price information, the list goes on and on.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">That said, some manual underwriting tasks are essential for managing business risk; checking and verifying information, for example, is key to minimising errors and eliminating fraud.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">However, underwriters can benefit from tools that help ensure they&#8217;re only performing manual tasks that benefit the business&#8217;s bottom line, while automating the rest. In this post, we&#8217;ll walk through some of the tools that can help underwriters do their job to the best of their ability.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1280\" height=\"720\" class=\"aligncenter size-full wp-image-13633\" src=\"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Manual-quote-and-bind-workflow.png\" alt=\"Manual quote and bind workflow\" \/><\/p>\n<h2 style=\"text-align: justify;\">Risk submission<\/h2>\n<p style=\"text-align: justify;\"><b>Manual underwriting method: <\/b><span style=\"font-weight: 400;\"><span class=\"TextRun SCXW16883305 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW16883305 BCX4\">Brokers <\/span><span class=\"NormalTextRun SCXW16883305 BCX4\">submit<\/span><span class=\"NormalTextRun SCXW16883305 BCX4\"> risk information via email. From there, the underwriter may (in extreme cases) need to open a zip file <\/span><span class=\"NormalTextRun SCXW16883305 BCX4\">containing<\/span><span class=\"NormalTextRun SCXW16883305 BCX4\"> information scanned from paper documents.<\/span><\/span><span class=\"EOP SCXW16883305 BCX4\" data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/span><\/p>\n<p style=\"text-align: justify;\"><b>Automated quote and bind method:<\/b><span style=\"font-weight: 400;\"> <a class=\"Hyperlink SCXW225409602 BCX4\" href=\"https:\/\/insly.com\/glossary-insurance-terms\/insurance-software\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW225409602 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW225409602 BCX4\" data-ccp-charstyle=\"Hyperlink\">Insurance software<\/span><\/span><\/a><span class=\"TextRun SCXW225409602 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW225409602 BCX4\"> tools like <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW225409602 BCX4\">Insly<\/span><span class=\"NormalTextRun SCXW225409602 BCX4\"> can automate risk submission for simple cases that require minimal underwriting input, delivering a quote moments after risk information is <\/span><span class=\"NormalTextRun SCXW225409602 BCX4\">submitted<\/span><span class=\"NormalTextRun SCXW225409602 BCX4\"> online. For more complex cases, automated quote and bind tools can send a referral notification to the underwriter, prompting them to take a closer look. <\/span><\/span><a class=\"Hyperlink SCXW225409602 BCX4\" href=\"https:\/\/ai.insly.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW225409602 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW225409602 BCX4\" data-ccp-charstyle=\"Hyperlink\">Nora, Insly&#8217;s AI layer,<\/span><\/span><\/a><span class=\"TextRun SCXW225409602 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW225409602 BCX4\"> takes this further by reading broker submissions in any format and extracting the data underwriters need automatically, rather than relying on brokers to <\/span><span class=\"NormalTextRun SCXW225409602 BCX4\">submit<\/span><span class=\"NormalTextRun SCXW225409602 BCX4\"> in a fixed structure.<\/span><\/span><\/span><\/p>\n<h2><span class=\"TextRun SCXW95305837 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW95305837 BCX4\" data-ccp-parastyle=\"heading 2\">Customer background checks<\/span><\/span><span class=\"EOP Selected SCXW95305837 BCX4\" data-ccp-props=\"{&quot;335559738&quot;:260,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p style=\"text-align: justify;\"><b>Manual underwriting method:<\/b><span style=\"font-weight: 400;\"> <span class=\"TextRun SCXW9017875 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW9017875 BCX4\">Background checks are essential. <\/span><\/span><a class=\"Hyperlink SCXW9017875 BCX4\" href=\"https:\/\/insly.com\/glossary-insurance-terms\/underwriter\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW9017875 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW9017875 BCX4\" data-ccp-charstyle=\"Hyperlink\">Underwriters<\/span><\/span><\/a><span class=\"TextRun SCXW9017875 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW9017875 BCX4\"> performing these tasks must log in and <\/span><span class=\"NormalTextRun SCXW9017875 BCX4\">submit<\/span><span class=\"NormalTextRun SCXW9017875 BCX4\"> customer details on credit checking sites and sanction <\/span><span class=\"NormalTextRun SCXW9017875 BCX4\">databases<\/span><span class=\"NormalTextRun SCXW9017875 BCX4\"> and<\/span><span class=\"NormalTextRun SCXW9017875 BCX4\">verify information against listings on sites like Companies House. These individual checks can take up to 30 minutes to complete if the underwriter (or their assistant) <\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW9017875 BCX4\">has to<\/span><span class=\"NormalTextRun SCXW9017875 BCX4\"> enter the same information multiple times.<\/span><\/span><span class=\"EOP SCXW9017875 BCX4\" data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/span><\/p>\n<p style=\"text-align: justify;\"><b>Automated quote and bind method:<\/b><span style=\"font-weight: 400;\"> Information entered in risk submission forms can be instantly checked against background-checking resources, with any errors or inconsistencies flagged for the underwriter. Modern insurance quote and bind software is API-native and automatically updated by site developers, so underwriters can be assured their sources are up to date and reliable.<\/span><\/p>\n<h2 style=\"text-align: justify;\">Calculating premiums and producing quotes<\/h2>\n<p style=\"text-align: justify;\"><b>Manual underwriting method:<\/b><span style=\"font-weight: 400;\"> <span class=\"TextRun SCXW201260554 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW201260554 BCX4\">The underwriter manually enters risk information into a spreadsheet to calculate base premium costs, then adds discounts and further conditions before entering the final calculation into a document, exporting it to PDF<\/span><span class=\"NormalTextRun SCXW201260554 BCX4\"> and<\/span><span class=\"NormalTextRun SCXW201260554 BCX4\"> attaching it to an email back to the broker. If there&#8217;s an error in the pricing, the underwriter needs to repeat the whole process and send the updated PDF back to the broker, who then <\/span><span class=\"NormalTextRun SCXW201260554 BCX4\">has to<\/span><span class=\"NormalTextRun SCXW201260554 BCX4\"> inform the customer that a mistake was made, the kind of error that can harm a company&#8217;s reputation.<\/span><\/span><span class=\"EOP SCXW201260554 BCX4\" data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/span><\/p>\n<p style=\"text-align: justify;\"><b>Automated quote and bind method: <\/b><span data-contrast=\"auto\">Risk information is automatically entered into the underwriter&#8217;s <\/span><a href=\"https:\/\/insly.com\/glossary-insurance-terms\/insurance-rating-engine\/\"><span data-contrast=\"none\">insurance rating engine<\/span><\/a><span data-contrast=\"auto\">, instantly bringing up the correct premium price. Insly&#8217;s onboarding team will take your existing premium spreadsheets and configure them into your underwriting system so you can optimise this stage of the sales process seamlessly. The system flags any discounts or conditions that need to be applied to the final price and the finished quote is automatically added to a document, converted to PDF and sent directly to the broker.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\"><strong>Bonus benefit of an automated quote and bind tool:<\/strong> Connecting your quote and bind functions with document generation also eliminates common errors in document formatting, spelling, logo placement, spacing and more. Insly can help you configure document generation to align with your brand colour scheme, logo and font preferences, so your customer-facing documents are correct and presented well every time.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" width=\"1280\" height=\"720\" class=\"aligncenter size-full wp-image-13638\" src=\"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Automatic-quote-and-bind-workflow.png\" alt=\"Automatic quote and bind workflow\" \/><\/p>\n<h2 style=\"text-align: justify;\">Which quote and bind method saves you more time and costs?<\/h2>\n<p><span data-contrast=\"auto\">We may be biased, but we believe Insly&#8217;s automated quote and bind toolkit saves underwriters a lot of time and removes much of the risk of human error in this crucial part of the business.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">At the same time, some manual processes will always need to remain, verifying information used in background checks and reviewing premium price and policy conditions among them. But for simpler risk cases, our platform lets you complete the quote and bind process with little to no human intervention, freeing up time in your underwriting team&#8217;s day.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<h2><span class=\"TextRun SCXW107666801 BCX4\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW107666801 BCX4\" data-ccp-parastyle=\"heading 2\">Automate quote and bind with low-risk insurance software<\/span><\/span><span class=\"EOP Selected SCXW107666801 BCX4\" data-ccp-props=\"{&quot;335559738&quot;:260,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Insly is built as low-risk insurance software: a low-risk, modular platform, so automating quote and bind doesn&#8217;t mean losing control over pricing, rules, or documents, you can adjust all of it yourself as your business changes. <\/span><a href=\"https:\/\/ai.insly.com\/\"><span data-contrast=\"none\">Nora, Insly&#8217;s AI layer,<\/span><\/a><span data-contrast=\"auto\"> adds a further layer of automation on top, from submission to referral.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p><i><span data-contrast=\"auto\">We work with 70+ MGAs and insurers and on average our customers handle double the gross written premium they managed on their previous systems.<\/span><\/i><span data-ccp-props=\"{&quot;335559739&quot;:140}\">\u00a0<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #333333;\"><span data-contrast=\"auto\"><span style=\"color: #000000;\"><a class=\"btn light-green-border medium radius animated animation-delay-1 book-a-demo, popmake-10953\" href=\"https:\/\/meetings.hubspot.com\/martinkosk\/discovery-call-website\">Book a demo<\/a><\/span><\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Underwriters spend the majority of their time on quote and bind procedures. However, when you are handling these activities manually, much of the time is spent on repetitive processes that don&#8217;t add value to your company.\u00a0 Tasks like emailing brokers to exchange risk information, opening spreadsheets and databases to calculate premiums, checking price information, the [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":14069,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[39,78],"tags":[26,339,67,298],"class_list":["post-16091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insurance-innovation","category-mga","tag-insurance-innovation","tag-insurance-quote-and-bind","tag-insurance-software","tag-quote-and-bind"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automating Quote and Bind for Underwriters<\/title>\n<meta name=\"description\" content=\"Manual quote and bind processes are slow and error-prone. See how automated quote and bind tools speed up underwriting.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automating Quote and Bind for Underwriters\" \/>\n<meta property=\"og:description\" content=\"Manual quote and bind processes are slow and error-prone. See how automated quote and bind tools speed up underwriting.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/\" \/>\n<meta property=\"og:site_name\" content=\"Insly - Design &amp; deliver insurance products\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/inslycom\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-27T11:24:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-16T12:31:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Blog-post.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2004\" \/>\n\t<meta property=\"og:image:height\" content=\"782\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Mohammadreza Gharaeiyan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@insly_com\" \/>\n<meta name=\"twitter:site\" content=\"@insly_com\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mohammadreza Gharaeiyan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/\"},\"author\":{\"name\":\"Mohammadreza Gharaeiyan\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#\\\/schema\\\/person\\\/950c68d1ff5bf7ef863ec7ad752aa8e5\"},\"headline\":\"Updating Quote and Bind Processes for Underwriters\",\"datePublished\":\"2023-02-27T11:24:29+00:00\",\"dateModified\":\"2026-09-16T12:31:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/\"},\"wordCount\":817,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/insly.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/Blog-post.png\",\"keywords\":[\"insurance innovation\",\"insurance quote and bind\",\"Insurance software\",\"Quote and Bind\"],\"articleSection\":[\"Insurance Innovation\",\"MGA\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/\",\"url\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/\",\"name\":\"Automating Quote and Bind for Underwriters\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/insly.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/Blog-post.png\",\"datePublished\":\"2023-02-27T11:24:29+00:00\",\"dateModified\":\"2026-09-16T12:31:34+00:00\",\"description\":\"Manual quote and bind processes are slow and error-prone. See how automated quote and bind tools speed up underwriting.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#primaryimage\",\"url\":\"https:\\\/\\\/insly.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/Blog-post.png\",\"contentUrl\":\"https:\\\/\\\/insly.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/Blog-post.png\",\"width\":2004,\"height\":782,\"caption\":\"Automated Quote and bind\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/blog\\\/updating-quote-and-bind-processes-for-underwriters\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/insly.com\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Updating Quote and Bind Processes for Underwriters\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/insly.com\\\/en\\\/\",\"name\":\"Insly - Design & deliver insurance products\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/insly.com\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#organization\",\"name\":\"Insly.com\",\"url\":\"https:\\\/\\\/insly.com\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/insly.com\\\/wp-content\\\/uploads\\\/2021\\\/08\\\/insly_mainHQ.png\",\"contentUrl\":\"https:\\\/\\\/insly.com\\\/wp-content\\\/uploads\\\/2021\\\/08\\\/insly_mainHQ.png\",\"width\":4029,\"height\":2083,\"caption\":\"Insly.com\"},\"image\":{\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/inslycom\",\"https:\\\/\\\/x.com\\\/insly_com\",\"https:\\\/\\\/www.instagram.com\\\/workininsly\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UC0njxLdcXgKFKciaoXDF-1A\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/inslytech\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/insly.com\\\/en\\\/#\\\/schema\\\/person\\\/950c68d1ff5bf7ef863ec7ad752aa8e5\",\"name\":\"Mohammadreza Gharaeiyan\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Automating Quote and Bind for Underwriters","description":"Manual quote and bind processes are slow and error-prone. See how automated quote and bind tools speed up underwriting.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/","og_locale":"en_US","og_type":"article","og_title":"Automating Quote and Bind for Underwriters","og_description":"Manual quote and bind processes are slow and error-prone. See how automated quote and bind tools speed up underwriting.","og_url":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/","og_site_name":"Insly - Design &amp; deliver insurance products","article_publisher":"https:\/\/www.facebook.com\/inslycom","article_published_time":"2023-02-27T11:24:29+00:00","article_modified_time":"2026-09-16T12:31:34+00:00","og_image":[{"width":2004,"height":782,"url":"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Blog-post.png","type":"image\/png"}],"author":"Mohammadreza Gharaeiyan","twitter_card":"summary_large_image","twitter_creator":"@insly_com","twitter_site":"@insly_com","twitter_misc":{"Written by":"Mohammadreza Gharaeiyan","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#article","isPartOf":{"@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/"},"author":{"name":"Mohammadreza Gharaeiyan","@id":"https:\/\/insly.com\/en\/#\/schema\/person\/950c68d1ff5bf7ef863ec7ad752aa8e5"},"headline":"Updating Quote and Bind Processes for Underwriters","datePublished":"2023-02-27T11:24:29+00:00","dateModified":"2026-09-16T12:31:34+00:00","mainEntityOfPage":{"@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/"},"wordCount":817,"commentCount":0,"publisher":{"@id":"https:\/\/insly.com\/en\/#organization"},"image":{"@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#primaryimage"},"thumbnailUrl":"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Blog-post.png","keywords":["insurance innovation","insurance quote and bind","Insurance software","Quote and Bind"],"articleSection":["Insurance Innovation","MGA"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/","url":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/","name":"Automating Quote and Bind for Underwriters","isPartOf":{"@id":"https:\/\/insly.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#primaryimage"},"image":{"@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#primaryimage"},"thumbnailUrl":"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Blog-post.png","datePublished":"2023-02-27T11:24:29+00:00","dateModified":"2026-09-16T12:31:34+00:00","description":"Manual quote and bind processes are slow and error-prone. See how automated quote and bind tools speed up underwriting.","breadcrumb":{"@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#primaryimage","url":"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Blog-post.png","contentUrl":"https:\/\/insly.com\/wp-content\/uploads\/2021\/07\/Blog-post.png","width":2004,"height":782,"caption":"Automated Quote and bind"},{"@type":"BreadcrumbList","@id":"https:\/\/insly.com\/en\/blog\/updating-quote-and-bind-processes-for-underwriters\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/insly.com\/en\/"},{"@type":"ListItem","position":2,"name":"Updating Quote and Bind Processes for Underwriters"}]},{"@type":"WebSite","@id":"https:\/\/insly.com\/en\/#website","url":"https:\/\/insly.com\/en\/","name":"Insly - Design & deliver insurance products","description":"","publisher":{"@id":"https:\/\/insly.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/insly.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/insly.com\/en\/#organization","name":"Insly.com","url":"https:\/\/insly.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/insly.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/insly.com\/wp-content\/uploads\/2021\/08\/insly_mainHQ.png","contentUrl":"https:\/\/insly.com\/wp-content\/uploads\/2021\/08\/insly_mainHQ.png","width":4029,"height":2083,"caption":"Insly.com"},"image":{"@id":"https:\/\/insly.com\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/inslycom","https:\/\/x.com\/insly_com","https:\/\/www.instagram.com\/workininsly","https:\/\/www.youtube.com\/channel\/UC0njxLdcXgKFKciaoXDF-1A","https:\/\/www.linkedin.com\/company\/inslytech\/"]},{"@type":"Person","@id":"https:\/\/insly.com\/en\/#\/schema\/person\/950c68d1ff5bf7ef863ec7ad752aa8e5","name":"Mohammadreza Gharaeiyan"}]}},"_links":{"self":[{"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/posts\/16091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/comments?post=16091"}],"version-history":[{"count":2,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/posts\/16091\/revisions"}],"predecessor-version":[{"id":26570,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/posts\/16091\/revisions\/26570"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/media\/14069"}],"wp:attachment":[{"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/media?parent=16091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/categories?post=16091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/insly.com\/en\/wp-json\/wp\/v2\/tags?post=16091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}