project.init
Define it once.
Everything else follows.
One API call. Twelve milestones. Every handoff tracked, every state filing queued, every capacity provider deadline mapped — before you close the tab.
underwrite.config.ts
2,400+
Projects tracked
38
States covered
99.4%
On-time handoffs
live output
ACTIVEPRJ-2026-0147
Atlantic Mutual
Book Migration · 14 States · 8,420 Policies
0%
Milestones
Data Extraction
100%State Filing Prep
72%Carrier Onboarding
45%Policy Conversion
18%QA & Sign-off
0%KM
RJ
AS
TL
Go-live
Sep 15, 2026
↗TX filing submitted — awaiting DOI response2m ago
⚠FL endorsement window closes in 6 days18m ago
✓Data extraction complete — 8,420 policies verified1h ago
01 / Workflow Engine
Staged workflows that know
what comes next.
Insurance projects don't fail at go-live. They fail at handoffs 90 days before. Underwrite maps every dependency before the first task opens.
→
Automated Milestone Generation
Project type inference maps carrier migration stages automatically. 12 milestones created from a single config object with dependency chains resolved.
book_migrationpolicy_conversionregulatory_rollout
→
Dependency Graph Engine
Topological sort prevents downstream tasks from activating until blockers clear. Circular dependencies flagged at project init, not at go-live.
DAGblocking_logicauto_sequence
→
Handoff Tracker
Every ownership transfer logged with timestamp, recipient confirmation, and SLA clock. No task disappears into email. Escalation fires at 80% of SLA window.
SLA_enforcementescalationaudit_trail
→
Multi-Carrier Staging
Run parallel workstreams for incumbent and replacement carriers in the same project view. Divergence alerts fire when state-specific requirements conflict.
parallel_tracksconflict_detectioncarrier_api
Atlantic Mutual Migration
203-day implementation · 6 workstreams
Done Active Pending
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
today
Data Extraction
Data Eng
All 14
Carrier Mapping
Ops Lead
All 14
State Filing Prep
Compliance
TX, FL, CA...
Policy Conversion
Dev Team
TX, GA, NC
Endorsement Review
Legal
QA & Sign-off
PM
4 / 6
On Track
1
At Risk
142
Days Remaining
02 / Compliance Tracking
Every filing window,
every deadline, tracked.
Regulatory rejections don't come from bad intent. They come from missing a 60-day notice in one of 14 states. Underwrite runs the clock so you don't have to.
→
SERFF-Native Filing Tracker
Direct SERFF transaction ID mapping. Batch filing status synced every 15 minutes. Acknowledgement receipts auto-attached to project record.
SERFFDOI_integrationbatch_filing
→
Regulatory Clock Engine
State-specific notice periods, prior approval windows, and surplus lines deadlines tracked automatically. Escalation fires at 80% of each window.
notice_periodsprior_approvaldeadline_engine
→
Compliance Checklist Templates
47 pre-built state templates covering admitted, non-admitted, and surplus lines workflows. Custom checklist builder for edge-case regulatory requirements.
47_state_templatesadmittedsurplus_lines
→
Variance Detection
Rate filing comparisons flag deviations exceeding configurable thresholds. Prevents DOI rejection surprises by catching issues before submission.
rate_variancepre_submissionflag_engine
Compliance Checklist
Atlantic Mutual · 14 states
4 done2 active1 flagged
✓
DOI Prior Approval — Form A-14TX
Approved 2026-01-1818 Jan
✓
Rate & Rule Filing — SERFF BatchFL
Acknowledged · Ref #FL-2026-089222 Jan
◉
Notice to Policyholders — 60-dayCA
Drafting · Legal review in progressDue 28 Feb
◉
Non-Renewal Endorsement — NR-7GA
Carrier countersignature pendingDue 5 Mar
○
State-Specific Exclusion RiderNC
Blocked: CA approval required first
⚠
Surplus Lines Tax CalculationNY
⚠ Rate variance exceeds 5% thresholdFlag 14 Feb
○
Admitted Carrier CertificationOH
Not started · Opens Mar 1
Activity Feed
TX Form A-14 approved — DOI response logged
2h agoTX
NY surplus lines variance flagged — review required
4h agoNY
CA 60-day notice clock started — 58 days remaining
1d agoCA
FL SERFF batch acknowledged · Ref #FL-2026-0892
3d agoFL
03 / Multi-State Filings
14 states, one view.
Zero slip-throughs.
Three-person TPA teams don't lose filings because they're careless. They lose them because no single tool shows all 14 states, stratified by risk, with the blockers surfaced first.
→
Multi-State Filing Matrix
Single project view across all jurisdictions. Prior approval, file & use, and use & file workflows differentiated per state. No more spreadsheet-per-state management.
prior_approvalfile_and_useSERFFmulti_state
→
Capacity Provider Reporting
Exportable implementation timeline reports formatted for reinsurer and capacity provider review. Automated status summaries generated weekly.
reinsurer_reportingMGA_compliancetimeline_export
→
TPA Integration Layer
Bi-directional sync with major TPA platforms. Policy data, endorsement status, and conversion progress flow into Underwrite without manual entry.
TPA_syncpolicy_databi_directional
→
Risk Stratification
Each state filing automatically scored on regulatory risk based on approval history, DOI response times, and current workstream blockers. High-risk states surface first.
risk_scoringDOI_historyauto_stratification
State Filing Matrix
Atlantic Mutual · 14 jurisdictions
3 need attention
Code
State
Filing Type
Status
Days
Risk
TX
Texas
Prior Approval
Approved
✓
Low
FL
Florida
File & Use
Approved
✓
Low
CA
California
Prior Approval
In Review
28d
High
GA
Georgia
Use & File
Pending
45d
Med
NC
North Carolina
Prior Approval
Blocked
—
High
NY
New York
Prior Approval
In Review
12d
High
OH
Ohio
File & Use
Not Started
—
Low
VA
Virginia
Use & File
Pending
60d
Low
IL
Illinois
Prior Approval
Pending
38d
Med
Showing 9 of 14 states · sorted by riskView all states →
Evidence
2,400+
Projects tracked
across 140+ carriers
38
States covered
admitted & non-admitted
$2.1B
Premium migrated
in 2025 alone
99.4%
On-time handoffs
across all projects
"
We ran a 12-state book migration with a team of four. Underwrite was the only reason we didn't miss the DOI window in California. The compliance clock alone is worth the subscription.
Deborah Haines
VP Operations · Meridian Specialty Carriers
12
states, 4-person team
demo environment ready
See it handle
your book.
Pre-loaded with an insurance migration scenario. No form. No sales call. Click in, see your workflow reflected back at you.
See It Handle Your BookRead the integration docs →✓SOC 2 Type II
✓HIPAA Ready
✓No credit card