Speed up browser workflows for underwriting analysts
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate in the browser
Pull applicant details, loss history, and account context from your CRM directly into your underwriting workbench without switching tabs
Clip submission data from broker emails or PDF viewers into your rating spreadsheet with one click, eliminating manual rekeying
Surface underwriting guidelines and compliance checklists in a sidebar overlay while reviewing applications in the browser
Auto-generate quote summary letters by pulling data from your underwriting platform, rating tools, and document management system
AI Copilot in the sidebar can summarize submissions, flag risk indicators, or draft decline rationale from the current page context
Build reusable workflows your team can share without writing code or waiting for IT to customize legacy systems
Integrate with 3000+ apps
Frustrations that cost your team hours every week
  • Constant switching between underwriting platforms, document management systems, and spreadsheets to gather submission data and assess risk
  • Manually rekeying applicant details, financial figures, and coverage limits from PDF submissions into underwriting workbenches and rating tools
  • Copy-pasting loss-run data, credit reports, and inspection notes across multiple browser-based systems with no validation layer
  • No quick way to pull account history or prior policy details from a CRM into the current submission review screen
  • Repetitive formatting of quote letters and summary reports that draw from the same set of systems every time
  • Extracting key data points from emailed broker submissions and attachments into spreadsheets requires manual effort and introduces transcription errors
  • No way to surface compliance checklists or underwriting guidelines alongside the application being reviewed in the browser

Chat with AI to create your first custom workflow

Extract the key details from this broker submission and summarize the applicant profile, coverage request, and risk flags
Pull the coverage terms and pricing from my underwriting platform and draft a quote summary letter for the broker
Review the data on this page and highlight any risk factors that require further investigation or referral
Ask me which CRM I use, then retrieve the account history and prior policy details for this applicant
Based on the application details on this page, list the relevant underwriting guidelines and compliance requirements
Extract the loss-run data from this page and format it as a summary table in my spreadsheet

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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