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2026 Australian Underwriting Agency Process Efficiency Study
Looking at Productivity, Process Efficiency & Automation Readiness

Why Participate?

Underwriting agencies across Australia are facing increasing pressure to:
  • Improve underwriting productivity
  • Reduce administrative burden
  • Meet growing compliance requirements
  • Modernise legacy systems
  • Evaluate AI and automation opportunities
This industry benchmark study aims to provide participating agencies with the following:
  • A clear view of how peer agencies allocate staff time
  • Benchmark data across underwriting, administration and reporting
  • Insights into automation maturity across the market
  • Identification of high-friction operational processes
  • An evidence base to support technology investment decisions
Confidentiality
  • No individual agency data will be disclosed
  • Results will be reported only in aggregated form

Who Should Complete This Survey?
  • CEO / Managing Director
  • COO / Operations Manager
  • Head of Underwriting
  • Finance or Compliance Manager
Everyone who responds will go in the draw to win a $100 prepaid credit card

Time to complete: Approximately 8–10 minutes
SECTION 1 – Agency Profile (Context)
1.How many total staff are employed in your underwriting agency?
2.Of your total staff, approximately how many are primarily involved in underwriting or policy operations?
3.What best describes your claims handling model?
SECTION 2 – Time Allocation
(Approximate percentage accepted – section total does not have to add up to 100%)
4.Approximately what percentage of total operational staff time is spent on NEW BUSINESS (quote, risk assessment, binding)?
(Enter %)
5.Approximately what percentage of time is spent on POLICY ADMINISTRATION (endorsements, MTAs, cancellations)?
(Enter %)
6.Approximately what percentage of time is spent on RENEWALS?
(Enter %)
7.Approximately what percentage of time is spent on CLAIMS handling or oversight?
(Enter %)
8.Approximately what percentage of time is spent on BORDEREAUX, reporting, and insurer capacity reporting?
(Enter %)
9.Approximately what percentage of time is spent on including use of international currencies and finance-related reconciliation?
(Enter %)
10.Approximately what percentage of time is spent on COMPLIANCE, audits, file reviews and governance?
(Enter %)
11.Approximately what percentage of time is spent on BROKER relationship management and support?
(Approximate percentage accepted - section total does not have to add up to 100%)
SECTION 3 – Within Underwriting
12.Within the NEW BUSINESS process, how is time typically spent? (Approximate percentage)
SECTION 4 – Process Friction & Manual Work
13.What proportion of submissions require manual data re-entry into your system?
14.What proportion of bordereaux preparation involves manual spreadsheet manipulation?
15.Across the business how many hours per week (approx.) are spent correcting data errors or reconciling inconsistencies?
SECTION 5 – Automation & Digital Maturity
16.How would you describe your insurance system platform maturity?
17.Which processes would you most like to automate or improve? (Select up to 3)
SECTION 6 – Strategic Insight
18.If 20% of administrative workload were automated, how would your agency redeploy that capacity?
19.What insurance system(s) do you use?
20.Would you like to receive the benchmarking report when available?
21.Please provide your email address to receive the report and to go into the draw to win. NB. your responses will remain anonymous:(Required.)
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