Underwriting Companion

GenAI-powered underwriting guidance embedded at the point of decision

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  1. What you're up against
  2. How it works
  3. What to expect
  4. Get in touch

What you're up against Major roadblocks in the underwriting journey

  • High volume of informal requests

    High volumes of early, non-binding requests with limited information consume significant time and capacity, making it difficult to prioritise complex, binding underwriting cases that require expert judgement.​

  • Inefficient manual workflows

    Human-in-the-loop underwriting depends on manual, time-intensive processes that require switching between systems to access guidance and complete decisions.​

  • A workforce in transition

    Experienced underwriters are retiring while remaining teams are expected to upskill to manage growing volumes.​

How it works Embedding Swiss Re’s Life Guide expertise directly into your underwriting workflow

Built to complement your existing AI and data capabilities, Underwriting Companion works with natural language case information and unstructured medical data that has already been extracted and summarised within your environment. It uses GenAI to interpret your inputs to instantly deliver case-specific underwriting guidance or risk ratings at the point of decision. Underwriters can ask focused questions in natural language and receive concise, case-specific answers without switching screens or manually searching reference content.

First-to-market underwriting guidance

Combines Life Guide’s underwriting logic with GenAI to deliver fast, context-aware guidance at the point of decision.

Grounded in Life Guide’s evidence base

Powered by the industry’s most trusted underwriting manual, with recommendations grounded in robust clinical and actuarial evidence to ensure transparency.

Manual underwriting support

Uses GenAI to interpret natural-language case information such as emails and medical summaries to deliver case-specific underwriting guidance or risk ratings instantly at the point of decision.

 

What to expect GenAI-powered underwriting guidance embedded at the point of decision

  • Faster decisions and shorter turnaround

    Risk information is interpreted and the relevant guidance from Swiss Re’s underwriting philosophy is retrieved in real time, accelerating time to decision.​

  • Higher underwriter productivity and capacity

    Routine work and informal handling are reduced, freeing underwriters to focus on high-value cases.​

  • Seamless workflows and higher adoption

    Guidance is embedded directly into underwriting workflows, removing friction and screen-switching.​

LIFE GUIDE Evidence-based guidance at every step

Trusted by over 800 companies in 100+ countries and relied on millions of times each year by underwriters, Life Guide is the industry’s leading Life & Health underwriting guide. It gives you the clarity and consistency to build a stronger, more sustainable portfolio.

Learn more Life Guide

Start your journey today

Ask our experts to explore how MagnumXP can help redefine the underwriting journey for you and your clients.

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