Free trial
$0
for 30 days
Credits
1 Prospect Page and 1 Underwriting Page
Cost per credit
Included
Included products
- Prospect Page
- Underwriting Page
Edits
Two rounds of edits per page
Don't just quote
the business.
Win it.
Underwrite Motion helps commercial brokers stand apart, win more business, and make their value impossible to ignore.
- Introduction
- Prospecting
- Underwriting
- Broker Pitch
- Stewardship
- Industry Campaign
Make your value impossible to miss.
You do the work. We help underwriters and clients see what makes it matter.
The details. Without the story.
The usual submission
- Expertise gets overlooked
- Risk context gets lost
- Price becomes the conversation
Your expertise, made visible.
With Underwrite Motion
Illustrative page
- Stand apart from the stack
- Show the full risk story
- Make your value clear
Built by brokers. Proven by brokers.
“Every business has a story, and Underwrite Motion helps tell that story in a way that's professional, engaging, and authentic.”
Samantha Bradley
Senior Vice President, Employee Benefits
“From underwriting presentations that help us tell a client's story to the marketplace, to stewardship reports that demonstrate year round value, Underwrite Motion has elevated every stage of our client experience.”
Logan Haugen
Senior Vice President, Commercial Insurance
“Underwrite Motion gives brokers a real advantage in the marketplace.”
Eric Merriman
Vice President, Brokerage
How it Works
Underwrite Motion turns your expertise and client information into powerful, custom-built assets that help you stand out and win more business. Simply provide the details, and it creates finished, ready-to-use deliverables to move your book forward.
Introduction
First ImpressionsGet into the Underwrite Motion ecosystem
The broker landing page that introduces you before the first conversation. Simple, templated, and quick to stand up. It gives every broker a professional presence from day one and an easy first step into the Underwrite Motion ecosystem.
Prospect
New Business FocusedWin the meeting
A prospect-facing page built from your brief, built for the meeting. Hosted at a custom URL, sent before you walk in the door. The prospect arrives knowing who you are, what you understand about their business, and why you're worth the conversation.
Underwriting
Marketplace FocusedTell the risk story to carriers
A structured submission built for the carrier desk and the underwriter's read. Replaces the ACORD-and-PDF packet with a hosted page that tells the story of the business in the client's own voice, with assets they're proud of.
Broker Pitch
Competitive WinsWin the pitch
A hosted presentation that walks the prospect through what was promised, what was delivered, and what to do next. Tied to the Prospect Page and Underwriting Page deliverables. Delivered after market completion.
Stewardship
Cross-Sell FocusedRetain and grow the account
A recurring stewardship deliverable that keeps the account close between renewals. Renewal narrative and record, account-relationship continuity, cadence set to your book.
Industry Campaign
Vertical CampaignsReach a whole vertical
A reusable industry-specific page designed to support broader outreach and educate prospects across a target market. Email and social ready, easily duplicated and customized for new prospects within the same vertical.
Talk to an expert
Available on Enterprise
What you can build with your subscription.
Seven deliverables that cover the entire account lifecycle: introduction, prospect, underwriting, broker pitch, transition, stewardship, and industry campaign pages. Win, place, retain, close.
First Impressions
Introduction
Get into the Underwrite Motion ecosystem
1 credit
New Business Focused
Prospect
Win the meeting
1 credit
Marketplace Focused
Underwriting
Tell the risk story to carriers
4 credits
Competitive Wins
Broker Pitch
Win the pitch
5 credits
Broker of Record Wins
Transition
Take over the account cleanly
1 credit
Cross-Sell Focused
Stewardship
Retain and grow the account
6 credits
Vertical Campaigns
Industry Campaign
Reach a whole vertical
2 credits
Subscriptions
Every plan is priced in production credits. Pick the volume that matches your book.
Start your free trial
Popular with independent brokers
Core
$925
per month
Credits
7 credits / month
Cost per credit
$132
Included products
- Introduction Page
- Prospect Page
- Underwriting Page
- Broker Pitch Page
- Transition Page
- Stewardship Page
Edits
Two rounds of edits per page
Premium
$1,785
per month
Credits
15 credits / month
Cost per credit
$119
Included products
- Introduction Page
- Prospect Page
- Underwriting Page
- Broker Pitch Page
- Transition Page
- Stewardship Page
Edits
Two rounds of edits per page
Enterprise
Custom
pricing
Credits
Matched to your volume
Cost per credit
Volume pricing
Included products
- Introduction Page
- Prospect Page
- Underwriting Page
- Broker Pitch Page
- Transition Page
- Stewardship Page
- Industry Campaign Page
Edits
Two rounds of edits per page
Free trial: cancel at least 48 hours before it ends. Access to pages built during the trial ends with it.
Advisory Board
Every role in commercial insurance has a seat on this board.
Logan Haugen
SVP, Commercial Lines
Eric Merriman
Office President & Casualty Broker
Gary Banks
Construction Underwriting
Samantha Bradley
Senior Vice President, Employee Benefits
Hayden Haugen
Associate Advisor, Commercial Lines
Kenny Martin
President & Business Owner
Jeremy Laws
Loss Control Manager
Taylor Alie
Director of Marketing
Spencer Haugen
Associate Advisor, Commercial Lines
Dick Ferchak
Chief Executive Officer
Morrie Nimmer
Product / UX Design
Your next win starts with a conversation.
Tell us about the account. We'll show you how to bring your expertise to life.