For underwriters Streamline your process with Joshu’s Underwriter Desk

Give your team time to focus on what matters by automating what you can, reducing manual data entry, and having an entirely digital workflow.

Automated, or not

With Joshu, you choose when to automate. Set your product to automatically publish quotes or issue policies. Or set limits on when to have underwriters review & approve quotes and bind requests. You decide what works best for each product.
In Review

The “In Review” tab helps underwriters focus on items that need action. Whenever there’s a pending quote or bind request that needs review, it will show up here. When items are complete, they are moved automatically to the correct folder.
An organized workflow

With the Joshu Underwriter Desk, your underwriters have simple, quick access to all work in progress. They can check the status of pending and published quotes & binders, review active policies for renewals, and see all brokers in one place.
Customize quotes

Customize any parameter of the product—limits, dates, retentions. You choose what can be customized, and any appropriate conditions for each. And you can set permissions by role. Customize by underwriters, brokers, both, or neither.

Inspiration A monk asked, “Where can I be of service?” The master replied, “Where can you not be of service?” — Sayings of Zen master Joshu (778–897)

Automated, or not