New Client Onboarding for Insurance Underwriters with Duck Creek
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 Duck Creek
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 Duck Creek — uses the native API or agent integration so nothing leaves the system of record.
Duck Creek Integration Approach
Audit your Duck Creek configuration
We map the specific Duck Creek objects, custom fields, and workflows the automation needs to touch for your commercial underwriting practice.
Build on the Duck Creek API or agent
Integration happens inside Duck Creek — 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 Duck Creek with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Duck Creek instance
30-minute call. We'll look at your actual Duck Creek setup and show exactly how this workflow fits.