Streamline Renewals with an Insurance Underwriting Desktop for Salesforce

An insurance underwriter crunching numbers and reviewing outcomes.

Integrate Policy, Claims, and Renewal Data Underwriters bear a critical responsibility: managing evolving renewal risk with accuracy, speed, and precision. Renewals are time-sensitive. Carriers can’t afford delays, missing data, or manual workarounds. That’s why Fortimize and FiveM partnered to build a purpose-built Salesforce Insurance Underwriting Desktop. It gives underwriters a single view of renewals, connects policy […]

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins