New Client Onboarding for Insurance Underwriters with Xanatek
The Problem
Onboarding a new Commercial Underwriting client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build in Xanatek
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Duck Creek, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Xanatek — uses the native API or agent integration so nothing leaves the system of record.
Xanatek Integration Approach
Audit your Xanatek configuration
We map the specific Xanatek objects, custom fields, and workflows the automation needs to touch for your commercial underwriting practice.
Build on the Xanatek API or agent
Integration happens inside Xanatek — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Xanatek with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Xanatek instance
30-minute call. We'll look at your actual Xanatek setup and show exactly how this workflow fits.