RateFlow gives MGA teams one working record for submissions, filed rating, forms, binding, and servicing—without rekeying the risk.
State plans, factors, exceptions, and minimums stay visible to the team.
Submissions, referrals, approvals, and terms live in the same risk record.
Forms, packets, endorsements, and audit history follow every decision.
RateFlow keeps rating logic, underwriting decisions, forms, and policy service connected, so operations can see how each risk moved from intake to issue.
Filed factors, deviations, minimum premiums, and state exceptions remain traceable through every calculation.
Endorsements and coverage schedules populate from the bound risk instead of a second round of manual entry.
Declarations, schedules, endorsements, and notices assemble from one governed policy record.
Per-vehicle selectors, state rules, and bind-time schedules keep complex coverage choices explicit.
Applicant, exposure, coverage, and decision data move forward from submission through servicing without rekeying.
Agent, underwriter, and admin access aligns with a complete history of quote, bind, and endorsement activity.
Capture the applicant, exposures, and eligibility once.
Apply filed logic and surface the decision inputs.
Confirm terms, approvals, forms, and issuance.
Carry the same record into change and renewal.
This 89-second walkthrough moves from sign-in to the underwriting workspace, reviews a commercial auto risk and its rating output, and shows how forms and policy activity stay attached to the same operating record. You can also download the demo video.
Bring a representative risk. We'll walk it through rating, underwriting, forms, and issuance so your team can evaluate the actual operating fit.
We'll reach out within one business day to schedule your walkthrough. In the meantime, feel free to watch the demo reel above.
