Real-time Exposure & Capacity Management for Delegated Insurance Programs
Track aggregate usage, enforce authority-aligned underwriting rules, and maintain compliance; all in real time
Delegated Underwriting Creates Visibility Gaps
Exposure and capacity are still managed through delayed reporting. By the time issues surface, authority may already be breached, or capacity left unused due to defensive underwriting. Bordereaux cycles and spreadsheets weren’t built for real-time exposure governance, leaving oversight teams reacting after the fact instead of managing risk as business is written.
Purpose-Built for Delegated Insurance Ecosystems
AssurView gives underwriting teams, coverholders, and capacity providers a shared, real-time view of exposure, authority, and compliance without disrupting existing workflows.
Real-Time Exposure Aggregation
See aggregate exposure update live as risks are quoted and bound, measured against granted capacity and authority rather than delayed snapshots.
Authority-Aligned Rules & Controls
Configure underwriting rules tied to delegated authority, including referrals, moratoriums, and declinations, and have AssurView flag issues automatically as business develops.
Continuous Compliance Visibility
Maintain a live view of how programs are operating within agreed authority and guidelines, supporting audits, reviews, and ongoing capacity confidence.
Capacity Provider & MA Oversight View
Monitor exposure by territory, class, partner, or peril. Identify concentration trends and emerging pressure points with a real-time view built for oversight teams.
Help Define Real-Time Exposure Oversight
AssurView is being built in collaboration with carriers, managing agents, MGAs, and coverholders overseeing delegated authority and program business.
If you're curious about what AssurView offers or interested in sharing perspective on exposure, capacity, and oversight workflows, we'd welcome the conversation!
FAQ
What does AssurView do?
AssurView provides real-time visibility into aggregated exposure across delegated business, beginning at quote and bind. It helps teams track capacity usage, enforce authority-aligned rules, and monitor partner activity as business is written, without waiting for bordereaux or downstream reporting.
Who is AssurView built for?
AssurView is built for organizations overseeing or operating delegated underwriting, including managing agents and carriers providing capacity, MGAs and coverholders managing usage and compliance, and reinsurance or portfolio teams seeking timely exposure visibility.
How does AssurView support capacity management?
AssurView shows how capacity is being used in real time across partners, territories, and programs. This allows teams to identify emerging pressure points early, prevent breaches, and confidently utilize granted capacity rather than managing defensively.
Does Assurview replace my PAS, rating engine or data warehouse?
No. AssurView is not a system of record. It layers on top of existing quote and bind workflows to provide live oversight, without replacing policy systems, rating engines, or downstream reporting infrastructure.
How does AssurView integrate with existing systems?
AssurView supports real-time API integrations with quoting and binding platforms and can also ingest data via CSV for teams at different stages of automation. It’s designed to work alongside existing workflows, not require a system overhaul.
How does AssurView relate to bordereaux reporting?
AssurView does not replace bordereaux. It compliments existing reporting by providing real-time exposure and authority visibility between reporting cycles, helping oversight teams stay informed as business is written.
Designed for Every Role in Delegated Oversight
Carriers and Managing Agents: proactively manage exposure, capacity usage, and authority-aligned referral rules across delegated portfolios.
MGAs and Coverholders: track aggregate usage, operate within granted authority, and strengthen capacity provider confidence through real-time visibility.
Reinsurers and Portfolio Oversight Teams: gain timely insight into program performance, exposure concentration, and emerging risk thresholds.