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.
Use cases
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.
