Relay Reps & Warranties
- Slash the time to obtain & compare quotes
- Assemble & update custom customer proposals dynamically
- Onboard any carrier and unlock incentives
- Collaborate with underwriters, lawyers, accountants, and clients on a single platform
KEY FEATURES
Customized Branding
R&W Tailored Dashboard
Deal dashboard optimized for trading R&W deals, volume, and submissions
R&W Customized Submission Form
Allows you to templatize the system with default coverage request, enhancement and standard term
NDA Tracker with Built-in eSignature
Easily track the status of all carriers across all status, from NDA signature pending to quoted
Capture NBILs directly from underwriters
Underwriter portal to track all deals submitted. Underwriters can quote directly within the platform with pre-defined subjectivities, exclusions configured by the carrier’s management team.
Automated Proposal Generation
Fully customized to your R&W proposal needs. Automatically highlight options with the lowest cost, lowest retentions, and best coverages.
Shareable Q&A and Subjectivities Modules
Module to formally track Q&As and Subjectivities. Invite the lawyers, accountants and other due diligence partners to reply on the platform.
Deal Archive
All deals are archived daily and sent to your shared drive. The archive includes all submissions, NBILs, NDAs, conversations and attachments, policy/binder documents, Q&A records, subjectivity records, and other attached documents.
