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Workflows

Specialty underwriting workflows, fitted to your practice.

Built on your templates. Set up around how your team already works. Run from the workbench record.

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Submission overviewTollwick Robotics
Lexcel agentTollwick Robotics
Submission Overview

Run it on Tollwick’s submission.

Workflows

Submission Overview

5 steps · Deliversdoc

Summarizes a new submission for the underwriter: the risk, the terms requested, and what’s still missing.

StepsReady to run

  1. 1Read the submission materials
  2. 2Pull the verified record
  3. 3Check the underwriting guidelines
  4. 4List what’s still missing
  5. 5Write the overview

Template

docMarrowdene Submission Overview.docx

Your firm’s process, built as workflows,
and run on every risk.

Follows your practice

We set up each workflow around how your team works: the steps it follows, the guidelines and precedent it applies, and the records and files it reads.

HomeDocumentsWorkstreamsWorkflows
Draft IndicationPublishedHistoryExport

Drafts an indication from the submission materials by Marrowdene's underwriting guidelines and referral authority.

Steps

1Read the submission
2Check the guidelines
3Compare bound policies
4Draft the indication
Add step

Linked resources

  • pdfMarrowdene PL Underwriting Guidelines.pdfAppetite, limits, and retentions by class.
  • docReferral Authority.docxWhich risks go to a senior underwriter.
  • xlsxBound PL Policies 2021 to 2025.xlsxFive years of the desk’s bound professional liability.
docDraft Indication.docxjust now

Indication

Tollwick Robotics LLC · Professional Liability

Limit
$5,000,000 each claim and aggregateSupplemental p. 2
Retention
$50,000Underwriting Guidelines
Retroactive date
Aug 1, 2019Expiring Declarations
Exclusions
Contractual liability, as expiringEndorsement 4
Subjectivities
Copy of the hospital services contractCover Note

Runs on the right model

Set the provider, tier, and reasoning effort for each workflow, so each one runs on the model that suits the work.

Files where your team works

After every run, each output files into SharePoint or Box, or goes out by email, on the path you set.

SubmissionsWorkbench template

Salesforce sync

Salesforce object

OpportunityStandard

Fields to map

  • Opportunity Name→ Record name
  • Stage→ Stage
  • Line of Business→ Line of business
  • Limit Requested→ Limit requested
  • Annual Revenue→ Annual revenue
  • Effective Date→ Effective date
Draft IndicationPublished

Automatic delivery

A copy of each output after every run.

  • SharePoint

    Underwriting / Record name / Year

  • Box Enterprise

    Bound / Record reference

  • Email

    underwriting@marrowdene.com

Learns from your firm’s work

Your firm’s policies, quotes, and claims become the decision framework every workflow applies, and approved work keeps it current.

How the decision framework works
Your firm’s work
Bound policies
1,284
Quotes
3,912
Claims
611
Endorsements
2,050
  • pdfWexholt Design, PL Policy 2025.pdf
  • pdfHollis Regional, Endorsement 7.pdf
  • docOakline Packaging, Quote 2024.docx
  • pdfOssendale Clinics, Claim 21-0418.pdf
  • pdfBrayford Systems, PL Policy 2023.pdf
Decision framework
  • Exclusion

    Contractual liability excluded where the insured indemnifies its clients

    Drawn from 31 bound policies
  • Retention

    $100,000 minimum where hospital or clinical work is over 15% of revenue

    Drawn from 18 bound policies
  • Referral

    Limits above $10M go to a senior underwriter

    Drawn from 46 quotes
  • Prior acts

    Retroactive date held at the expiring policy’s

    Drawn from 112 bound policies

Used in

Workbench · SubmissionsDraft IndicationSubmission Overview

Connects everywhere you work,
and works with your existing systems.

  • Salesforce
  • Origami Risk
  • Applied Epic
  • Outlook
  • SharePoint
  • Box
  • Google Drive
  • OneDrive

Security and compliance

Built for enterprise security.

AICPA SOC for Service Organizations

SOC 2 Type II

Start with one process.
We’ll run it on Lexcel with you.

Bring a line of business or a review your team wants to move faster, and we’ll walk through it on the workbench, from the first email to your systems.

See Lexcel in actionContact sales