The Client is a leading regional property and casualty insurer serving the Western United States providing personal, home, auto, commercial, agricultural and surplus lines insurance. The Carrier sought to: ? Make it possible for underwriters to have a consistent work process, while working virtually ? Provide the ability to configure un- derwriting rules immediately as need- ed and deploy them to systems ? Increase collaboration, document sharing and case management among all stakeholders The Client’s underwriting department was faced with a number of challenges: ? Underwriters working from branch offices were unable to work virtually ? There was a concern of inconsistent underwriting processes; authority rules were not enforceable at times ? There was limited ability

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