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Authenticated Broker Portal Module Overview

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 24.1 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

Many organizations that utilize an insurance underwriting solution need to provide their brokers with access to submit and manage new submissions for property lines of business and check the status of their existing submissions. Connected Underwriting P&C ships with an Authenticated Broker Portal module, which includes functionality that allows authenticated brokers to interact with Connected Underwriting P&C and insurance carriers to promote faster quote-to-bind.

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With the Authenticated Broker Portal module, brokers with a registered and verified account can create new submissions and check the status of existing submissions, view and track their assigned tasks, upload submission documents, and communicate with insurance carriers and underwriting teams.

This guide provides a brief overview of the benefits of the Authenticated Broker Portal module and why it’s the perfect bridge to connect your brokers and your case management system, giving them access to the information they need when they need it.

Personalized broker experience

Your brokers should be able to quickly find the information they need to create and process submissions efficiently, so we designed the Authenticated Broker Portal with a modern approach, featuring a simple and intuitive interface that's clear, straightforward, and simplifies the broker journey.

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The portal is structured into four primary tabs: HOME, MY SUBMISSIONS, CUSTOMERS, and MESSAGES. Each tab offers a user-friendly and focused view of the information required to evaluate submissions, find customer details, and communicate with insurers. This modern design empowers your brokers to take necessary action on new and existing work.

View,track, and exchange submission information easily

The Authenticated Broker Portal provides a unified view of the information your brokers need to work more efficiently, giving them access to the data in your Connected Underwriting P&C solution that you want them to have.

From the HOME page, brokers can quickly:

  1. Create new submissions.
  2. Check the status of an existing submission.
  3. Contact an insurer.
  4. Track updates on recently modified submissions.

  5. Identify submissions that require attention.

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The MY SUBMISSIONS page allows brokers to quickly scan, search, filter, and drill down into submissions, giving them access to details, customer information, tasks, and any related documentation.

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With the Authenticated Broker Portal, it's easy to grant your brokers access to information about customers associated with their submissions.

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It also makes managing communication between brokers, insurers, and your internal teams easier. From the MESSAGES page, brokers can compose, send and track messages, keeping the lines of communication open between internal and external stakeholders. In addition, the AI Smart Summary tool is available on messages threads, allowing brokers to quickly catch up on important discussions without having to read the entire thread.

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Extend CU P&C now

Ready to extend your CU P&C solution by incorporating the Authenticated Broker Portal? Check out Installing the Authenticated Broker Portal.

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