How to Send Secure Messages to Beacon Underwriters

Effective 9/1/2026

Overview

The Agency Portal allows agents to communicate directly with Beacon underwriters regarding submissions, proposals, and underwriting requests. Messages are sent and stored within the portal, providing a secure communication channel between agents and underwriting staff. The guide notes that agents can communicate with underwriters from specific proposals and policies and that these communications remain within Origami.

When to Contact an Underwriter

You may need to contact an underwriter when:

A proposal requires underwriting review.
You have questions about a submission.
A proposal triggers a validation or underwriting exception.
An existing submission requires clarification or additional documentation.
You need assistance with a Request Proposal or Request Bind workflow.

Send a Secure Message

Sign in to the Agency Portal.
Open the proposal or policy associated with your question.
Locate the communication area in the far-right panel of the record.
Enter your message.
Include any relevant submission details or questions.
Send the message.
Monitor the proposal or policy for responses from the underwriter.

Best Practices

Include the proposal number when referencing a submission.
Be specific about requested changes or questions.
Review open underwriting tasks before sending a new message.
Use portal messaging instead of email when discussing proposal-specific information.

FAQ

Are messages sent by email?

The guide states that communications between agents and underwriters live within Origami, the Agency Portal platform.

Can I message an underwriter about a proposed policy?

Yes. Agents can communicate with underwriters from specific proposals and policies within the portal.

Can I see previous conversations?

Messages remain associated with the specific proposal or policy record within the system.

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