Underwriter's Workbench
The platform
Bluefields is building.
Expanding our platform from a quote delivery tool into a full underwriting workflow — Kanban board, DAIS quoting integration, agent-facing portals, and a webhook bridge that closes the loop with our existing Quote Wizard. This is the deck covering what's being built this week, what comes next, and how it all fits together.
4 steps
Shipping This Week
6 bolt-ons
On The Roadmap
5 integrations
External Systems
How to
read this
read this
Five pages, best read in order. Start with Build Scope for the what-and-when. Follow with How It Works for the flow. Kanban Mock shows what the UI actually looks like. Agent Portal + Future covers the other side of the platform and what's coming next. Deep Dive goes into detail on every future bolt-on with mocks.
This Week
01
Start Here
Build Scope
What we're shipping this week versus what comes after. Four linear steps — Submission Pipeline, The Workbench, DAIS Quoting, Quote Wizard Bridge — followed by four future items that round out the platform.
Open Build Scope
→
02
Miro-style Canvas
How It Works
Two-swimlane canvas: top lane shows what the Production Underwriter does step by step, bottom lane shows what's happening to the submission record behind the scenes. Scrolls horizontally across all 4 phases.
Open Canvas
→
03
UI Mock
Kanban Mock +
Multi-Program
Multi-Program
What the board actually looks like — styled like a real app with sample data across all six Vquip programs. Followed by an honest breakdown of how the architecture handles multi-program variety today and what's still open.
Open Mock
→
What Comes Next
04
Future Scope
Agent Portal +
Future Scope
Future Scope
The other side of the platform. Three Agent Portal screens (branded login, agent dashboard, DAIS questions step) plus a summary row of the six future bolt-ons and a four-lane end-to-end connection diagram across Agent Portal → Workbench → Quote Wizard → Post-Bind.
Open Overview
→
05
Deep Dive
Deep Dive
Every future bolt-on fleshed out with its own mini mock — OFAC screening, Auto-Assign, Agent Map, Rating Engine, PAS, Company Portal. Plus the expanded connection diagram showing integration branches (HubSpot, Slack, Email, DAIS) and where each bolt-on plugs into the core flow.
Open Deep Dive
→