Abstract: Systems and methods automate and manage the workflow within the insurance industry, including the development of line of business task lists and task scheduling for insurance agents, insurance brokers, insurance underwriters, and insurance carriers. Tasks are selected based on a selected line of business and due dates for each task are determined based times allocated precedent to an engagement due date or subsequent to a task list creation date.

Abstract: Systems and methods automate and manage electronic communications in the insurance industry, particularly between agents/brokers and insurance companies/insurers. Such include a collaboration environment to collaborate on electronic documents and messages. A user interface may selectively present changes to electronic documents (e.g., forms) to underwriters based on a number of criteria. Criteria may include a status of a job (e.g., proposal for a policy) for the respective underwriter. Changes to proposed policy terms, conditions and forms may be eliminated for underwriters who have either declined to underwrite the policy or have already been bound for the policy. Underwriters conveniently have access to correspondence and electronic documents on a policy-by-policy or consumer-by-consumer basis.

Abstract: Systems and methods automate and manage electronic communications to multiple entities in the insurance industry, particularly between agents/brokers and insurance companies/insurers. Logical relationships are defined, allowing multi-casting of electronic messages and/or documents to appropriate entities (e.g., underwriters of an insurer). Such may be targeted to all or some portion of underwriters with which an agent or broker has an existing relationship. Such may be targeted based on lines of business. Where the message is a request for policy pricing, the correspondence may set out certain details of the policy and may attach one or more electronic documents related to the same request. Correspondence including the same request for policy pricing may automatically be sent out to each of the selected insurers or underwriters by the agent selecting an icon or button.

Abstract: Systems and methods automate and manage electronic communications in the insurance industry, particularly between agents/brokers and insurance companies/insurers. Logical relationships are defined, allowing multi-casting of electronic messages and/or documents to appropriate entities (e.g., underwriters of an insurer). Such may be targeted to all or some portion of underwriters with which an agent or broker has an existing relationship. Such may be targeted based on lines of business. Underwriters conveniently have access to correspondence from multiple agencies or brokerages via a single set of login credentials and common or unified user interface without regarding to agency or brokerage.