Use Case
Automated Underwriting with Alteryx One
Unify submission data, apply guidelines transparently, and orchestrate risk decisions in governed workflows that accelerate speed to quote.
Unify submission data, apply guidelines transparently, and orchestrate risk decisions in governed workflows that accelerate speed to quote.
Underwriters juggle multiple legacy systems and disconnected data sources, dragging quote-to-bind cycles out for days while competitors deliver in hours. Manual rework adds friction and slows response times. At the same time, underwriters face profit pressure to apply pricing models accurately at the submission level, since small misjudgments can quickly erode margins. With Alteryx One, insurers unify data, apply rules consistently, and automate routine decisions, enabling straight-through processing for standard risks and freeing experts to focus on complex cases.
Reliance on outdated policy admin systems slows down underwriting operations.
Underwriters waste hours piecing together data from fragmented sources.
Inconsistent application of guidelines creates audit exposure and regulatory risk.
System switching consumes 40% of an underwriter’s day, reducing bandwidth for high-value work.
Manual triage and bottlenecks delay quotes, eroding broker confidence.
Alteryx One connects policy systems, broker submissions, and third-party risk feeds into complete submission packages. Guidelines are codified into governed workflows, ensuring consistency across all risks. Automated orchestration routes simple cases straight through while escalating complex ones with full context. Real-time dashboards track status, productivity, and compliance, giving underwriters more time for judgment where it matters most.
Integrated data access
Aggregates structured and unstructured submission data from brokers, systems, and third parties
Automated workflows
Applies underwriting guidelines consistently across all submissions with full audit trails
Advanced analytics & AI
Validates decisions against historical benchmarks, peer patterns, and regulatory rules
Governance
Maintains transparency with rule documentation, exception logs, and regulator-ready reports
9 days of manual reporting automated monthly
Effort cut to one-tenth compared with R scripts
60% efficiency gain in underwriting analytics
Quote cycles compressed from days to hours, boosting win rates
saved automating manual processes
“We’re able to do in minutes what used to take hours, and that shift has completely changed how our teams think about problem solving.”
Steve Konkol, Senior Manager, Business Experience Reporting and Analytics
TruStage
Unify submission data, apply guidelines consistently, and process risks faster while reducing compliance overhead.
Parse broker PDFs and emails, enriching submissions with third-party data. This reduces manual rework and accelerates initial reviews.
Codify underwriting criteria as workflows applied consistently across all risks. This ensures defensible decisions regulators can trace.
Automate routing of routine risks for straight-through processing. This frees underwriters to focus on complex submissions.
Compare outputs with historical patterns and peer benchmarks. This makes underwriting defensible and compliant.
Provide real-time dashboards of risk mix, productivity, and performance. This transforms compliance reporting into actionable business intelligence.