Automated Underwriting Assistance

iPipeline’s Resonant solution automatically orders and gathers required medical and financial underwriting information, such as:

• MIB
• Credit Reports
• Paramedical Exams
• Laboratory Test Results
• Tele-Interviews
• Motor Vehicle Reports
• Prescription Reports
• Attending Physician Statements

The underwriter is presented with a complete case folder that integrates all assembled information along with the application file and documents.

Alerts for Underwriter Actions

Resonant assigns a set of required and recommended actions to the user, such as alerting the underwriter of additional requirements and the need to satisfy specific compliance needs.

Automated Due Diligence

As progress is made, Resonant assists the underwriter through due diligence and rating efforts, suggesting actions, detecting conflicts and dependencies, alerting to risk factors and regulations, and presenting focused options. For example, if replacement activities or suitability issues are discovered, the system identifies the specific requirements and can prevent the case from being issued prior to satisfying all requirements.