“During our first 12 months on DigitalEdge Policy, we saw a 600% increase in quote activity and a 230% increase in written premium. We credit this to the ease of use for our agents and the supportive underwriter workflows. We would not be where we are today if not for Cogitate.” – Geoffrey Crater, President, Treaty Oak
Overview: Treaty Oak sought a modern policy platform to offer a better user experience for both agents and underwriters, with a goal to scale their commercial auto insurance business. Cogitate customized the DigitalEdge Policy platform for a “master submission workflow” to minimize agent input, which initiates rating, underwriting, and quoting of 4 LOBs. This workflow, coupled with critical third-party data provider integrations, has contributed to the underwriting team’s ability to handle significant growth and seize the opportunity leadership envisioned.
Discover how DigitalEdge Policy’s functionality, features, and integration partners are fueling this exponential growth – download the Treaty Oak Customer Success Story.
We recommend this to: Insurance professionals looking to speed the submission process and reduce underwriting cycle times should read this. If interested in the capabilities of the modern underwriting workbench and benefits derived from third-party data integration partners, you’ll enjoy this commercial auto blue print to success.
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