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 and claims data across systems, and automates key workflows. No swivel chair. No guesswork. Just faster, better decisions—backed by Salesforce.
How the Underwriter's Desktop Works
This isn’t a general-purpose CRM. It’s a workspace tailored to how underwriters evaluate renewals. We customize layouts, tabs, and views to fit your existing processes.
Want to see how it works behind the scenes?
We’ve put together a quick demo video—just email us and we’ll send you the link.
Why Carriers Choose This Underwriting Desktop
This isn’t just a better UI—it’s a smarter way to underwrite. Built on Salesforce and tailored for insurance, this accelerator connects the systems underwriters rely on, automates what slows them down, and delivers the context they need to make faster, more confident renewal decisions.
Here’s what carriers get:
Real-Time Risk Insight
Dashboards and reports surface what matters: upcoming renewals, high-risk accounts, policy performance by agency. Everything is one click away—no exports, no data stitching.
Automated Workflow
Tasks route based on policy type, risk level, or workload. Alerts trigger when action’s needed. Underwriters stay focused. Leadership gets visibility.
One View, All Systems
We integrate data from claims, policy, billing—whatever systems your team relies on. Underwriters see what they need in one screen, not six logins.
Relationship Visibility
See how policyholders connect to agents, agencies, claims history, and more. This gives underwriters full context and improves collaboration across teams.
Getting Started
This underwriting desktop is built like our other accelerators—fast to launch, designed for impact, and tailored to how your team works. It’s a great fit for carriers already using Salesforce products who want to better connect their data, streamline underwriting processes, and eliminate friction across systems.
If that sounds like you, let’s talk about what rollout could look like.
