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Broker & Underwriting Portals

Modern digital portals engineered for speed, accuracy, and operational control — delivering intuitive quote-and-bind journeys, dynamic rating calculations, and automated document generation.

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Frictionless Digital Distribution

Modern Web Portals That Brokers Love Using

We bridge broker front-ends with complex underwriting rules, rating engines, and policy admin backends.

Legacy insurance portals are often sluggish, rigid, and disconnected from underwriting realities. Perigon delivers modern, responsive broker and underwriting workbenches that streamline high-volume distribution. From self-service quote, bind, and issue journeys to complex multi-tier delegated authority approvals, we ensure your portals are fast, secure, and fully traceable.

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Built for Speed & Compliance

We build web portals designed to eliminate manual intervention while safeguarding underwriting authority:

Sub-second dynamic rating and premium calculation APIs
Instant policy schedule, wording, and certificate PDF generation
Granular delegated authority limits & automated referral triggers
Seamless payment gateway & premium finance integration
Core Capabilities

End-to-End Portal Engineering

Architected for commercial insurers, MGAs, and broker networks requiring robust security, speed, and audit trails.

Self-Service Quote & Bind

Intuitive broker journeys designed for high conversion, minimal data entry, and frictionless policy binding.

  • Multi-product quote comparison & buy journeys
  • Real-time sanction, KYC & address lookup lookups
  • Mid-Term Adjustments (MTA) & renewal workflows
  • Stripe, GoCardless & premium finance checkouts

Underwriting Workbenches

Powerful administrative workbenches giving underwriters total visibility and control over referral queues and risk appetite.

  • Referral triage queues with audit-trailed messaging
  • Dynamic rating rules & custom loading/discount tools
  • Multi-tier delegated authority matrix enforcement
  • Risk exposure maps & portfolio aggregation views

Integration & Backend Sync

Reliable API fabrics ensuring real-time bidirectional synchronization between portals and core back-office systems.

  • REST & GraphQL APIs for aggregator distribution
  • Dynamics 365 CRM & Dataverse synchronization
  • Direct PAS integration (GENIUS, ECLIPSE, Guidewire)
  • Automated bordereaux (BDX) extract pipelines
Operational Flow

From Submission to Bound Policy

How our portal architecture automates the policy lifecycle while ensuring strict compliance gating.

Step 01

Intake & Validation

Brokers input risk data via dynamic web forms with instant schema validation, sanction checks, and address verification.

Step 02

Rating & Referral

The rules engine calculates technical premium instantly or routes complex risks to the underwriter referral queue if thresholds are breached.

Step 03

Binding & Payment

Upon acceptance, payment is processed via card, direct debit, or premium finance, with immediate generation of legal policy document packs.

Step 04

Downstream Sync

The bound policy, premium breakdown, and commission splits are instantly synchronized to Dynamics 365 CRM, PAS, and BDX data stores.

Next Step

Launch Your Broker Portal With Confidence

Tell us about your product schemes, broker journeys, or portal integration goals. We'll provide an architectural blueprint and practical delivery plan.

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