Sales
Stay close to your customers. Keep follow-ups and applications moving.
The XuperBoss workspace
Less busywork.
More progress.
Your team, your next step, and an assistant to help you get it done. A clear place to move work forward, together.
One place for the work that matters today.
XuperBoss / UnderwritingWorkspace preview
Ready for your next step
TodayReview an application
Application and documents, side by side
Follow up on missing documents
A clear request, linked to the case
Send an update to the team
Keep the handoff and history together
A little help, right where you work
Ask AI to find a record, prepare a follow-up, or turn your notes into the next action.
Clear responsibilities. Connected work.
A place for every team.
A shared view of what comes next.
Start with your department’s work. Keep the customer, documents and conversation connected as a case moves between teams.
ISO
Bring partner submissions, missing documents and feedback into one place.
Underwriting
Review the application alongside its documents. Make the next step clear.
Collection
Work through accounts, record conversations and keep track of commitments.
Say what you need to do
Put the next step
in your own words.
Bring AI into the work you already have open. Find information, organize the details, and move from a request to a useful result.
- Find the right customer or case.
- Work with documents and missing information.
- Create follow-ups and keep routine work moving.
“Summarize this case and help me follow up on what’s missing.”
A clear summary. A useful next action.
Connected to the record you’re working on.
Connected to the record you’re working on.
Example request