Case study · Specialty Insurance
A digital underwriting platform for a specialty insurer
Baleen Specialty works with wholesale brokers to insure hard-to-place risks. CloudMor designed and built a web platform and broker-facing portal to support its underwriting workflow.
The challenge
Baleen underwrites small and mid-sized risks that fall outside the standard market, which means detailed risk review on every submission. The team needed a modern website and a secure platform to manage complex underwriting steps, work with multiple carrier systems, keep sensitive client documents protected and support compliance across jurisdictions.
What we did
- Designed a modern public website and broker portal that reflect the Baleen brand
- Built a configurable risk assessment and scoring workflow for underwriters
- Automated underwriting steps with approval chains and business rules
- Integrated with insurance carrier systems to reduce re-keying of data
- Added a client management dashboard with risk history and policy tracking
- Implemented encryption, role-based access controls and compliance reporting
The results
- Faster underwriting turnaround on submissions
- Less manual data entry for the underwriting team
- A modern, professional web presence for brokers and clients
- Sensitive client documents protected with encryption and access controls
Have a project like this?
Tell us what you run today and where you want to be. We’ll come back with straight answers and a clear plan, not a sales script.