Route the right submissions to underwriters.
Navi turns broker emails, schedules and supporting documents into a submission ready for underwriting review. Check completeness, appetite and authority before routing the case.
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From source material to reviewed work.
- 01Gather the broker email and submission documents. Navi extracts risk details into your intake template and identifies missing information.
- 02Check the submission against your configured appetite, underwriting guidelines and delegated authority. Review exceptions against their sources.
- 03Prepare the referral pack or missing-information request, then let the responsible underwriter review the evidence and decide the next step.
What your team can check
A populated intake template with risk details linked to the broker’s documents.
A clear view of missing information and exceptions to your configured guidelines or authority.
A prepared referral or broker follow-up, with the questions and supporting evidence in one place.
Your team checks the sources and exceptions and signs off each step. Navi does not make the final decision.
Related work
See this with your own workflow.
We start with the case that matters most to you, then build a custom demo your team can test.
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