Gateless Smart Underwrite® – A Meticulous Rollout Plan

Ashley Kaleimamahu talks about how Gateless Smart Underwrite® sets up a file and saves her processors time PRIOR to Underwriting. Our innovative platform automates tedious tasks like comparisons, data checks, conditions, and income calculation, saving you valuable time.

The video describes the successful rollout of a new technology, which was made possible due to a meticulous Gateless rollout plan [00:04]. The plan included a beta testing phase where the new system ran silently without writing back to the main system, allowing the team to gather data and confirm its functionality [00:25].

Key steps in the rollout included:

Beta Testing: A small group of processors and underwriters tested the system [00:41].

Gradual Expansion: After the initial beta, the rollout was expanded to a wider audience, providing even more data and buy-in from the underwriters and processors [00:49].

Extended Timeline: The company was given a long timeline to get comfortable with the new technology, which helped in gaining user adoption despite initial reluctance from underwriters who are described as “creatures of habit” [01:06].

Ashley emphasizes that this careful, phased approach, along with ongoing training and support, was crucial for a smooth and successful adoption process [01:30]. This meticulous planning made a significant difference in getting users comfortable with the new technology before its wide release [02:03].