Welcome to Underreader

Account Deals

Manage insurance deals from initial account setup through market requests, negotiations, and completion.

Insurance Carriers

Manage insurance carrier information including contact details, websites, and associated underwriters.

Underwriters

Manage underwriter profiles with their contact information and carrier associations.

Features

  • Complete deal lifecycle management from draft to completion
  • Communication tracking with email copy/paste functionality
  • Market request workflow for multiple carriers
  • Search, filter, and pagination for large datasets
  • Comprehensive carrier and underwriter management
  • Status tracking and priority management