Insurance guideline advisory services

Precisely tune insurance guidelines to create the optimal balance between compliance and borrower happiness

How we compare

Legacy Insurance Consultants
Implement guidelines in 30 minutes
100% clarity on rules being applied
Generate custom guidelines with specific details per loan
Guidelines can be changed instantly
Advice on compliance driven by data captured in system
Advisory team includes credit and insurance experts
Implement guidelines in 3 weeks
Rules are represented in vague legal paragraphs
Guidelines are general and not specific to loan situation
Advice driven by guess-work of one professional
Advisory team only includes insurance experts
Guidelines cannot be changed without significant discussion
Implement guidelines in 30 minutes
100% clarity on rules being applied
Generate custom guidelines with specific details per loan
Guidelines can be changed instantly
Advice on compliance driven by data captured in system
Advisory team includes credit and insurance experts
Legacy Insurance Consultants
Implement guidelines in 30 minutes
Rules are represented in vague legal paragraphs
Guidelines are general and not specific to loan situation
Advice driven by guess-work of one professional
Advice team only includes insurance experts
Guidelines cannot be changed without significant discussion

Meet some of our experts

Kristin Economus
Insurance Review Manager
Brenda Rowley
Insurance Review Manager
Ashwin Agarwal
CEO & Co-Founder
Amol Mehta
Sr. Director of Customer Success
Theodore Albanidis
General Manager of Greece

Work with our experts to implement detailed control over each rule

Our proprietary "Rule Engine" allows our clients to pick and choose the rules to apply per loan and asset type. Our Advisory team can help you assess the trade-off between protecting your portfolio with a rule and the additional time the rule will add to a typical closing review. We help you fine-tune your choices so that you can take back control and start controlling your processes.

Implement your chosen configuration at a granular level

Our proprietary "Rule Engine" allows our clients to configure each rule at a detailed level. Do you allow AM Best A- IV ratings? Do you require paid receipts? Do you want your borrowers Liability limit to be $2M or $5M for multi-family homes? Configure all selections instantly, with the help of our Advisory team.

Improve borrower experience with simple and intuitive solutions

Advocate fixes painful borrower insurance compliance with simple and intuitive solutions. Onboard in under 30 minutes today.

Try Advocate