The old way
Flat PDFs & spreadsheets
The story of the business gets lost in the paperwork, and nobody enjoys reading it.
A seat at the table is reserved for you.
An invitation to help shape how commercial insurance is communicated, as one of a small founding group of people who define where this industry is headed.
An invitation to join the UM Founding Advisory Board.
Not another insurance vendor.
Underwrite Motion is the company modernizing how commercial insurance is communicated, synonymous with premium presentation, storytelling, and technology. Everything we build makes insurance easier to understand and more enjoyable to experience.
We turn static documents into premium digital experiences.
The UM way
A story people want to read
Premium digital experiences that tell the complete story behind a business, beautifully, for brokers, underwriters, carriers, risk engineers, and owners alike.
The product family
Each product transforms a different moment in the insurance lifecycle into a premium digital experience.
Prospect
Win new business. Tell a prospect's story before the quote is even on the table.
Underwriting
Turn a submission into a story underwriters actually want to read.
Stewardship
Show the value delivered over the year, and earn the renewal.
Industry Campaign
Own a vertical with a targeted campaign that positions you as the expert.
Broker Pitch
A high-impact pitch built to win the agency relationship itself.
Every advisor represents a different stakeholder. Yours is a voice we can't build without.
Instead of assuming what people need, we ask the people who'd know. Your perspective shapes product, experience, and where UM goes next.
You're here because you're one of the people we most admire in this business, someone we'd want at this table regardless. This board is simply our favorite people in the industry: people we want to spend time with, learn from, and build alongside. That's the whole idea.
Why we want you
A community, not a board meeting.
This isn't governance. It's perspective: a group of exceptional people from across the industry who genuinely enjoy building something together, and challenging each other's best ideas.
The culture. Honest. Collaborative. High trust. Lots of laughs. The goal is simple: advisors who show up because they enjoy it, not because they have to.
Every seat is a stakeholder.
Light on obligation. Heavy on impact.
Four or five times a year
Quarterly get-togethers, sometimes more often when there's an exciting project in motion.
Share your perspective
Product reviews, brainstorming, market trends, roadmap, and honest industry feedback.
Help us build
Influence direction across product, UX, sales, marketing, underwriting, and long-term vision.
Just as important is what it is not. No fundraising, no legal governance, no corporate structure, and no unnecessary obligations.
The board people actually want to join.
Great conversations, smart people, and a few laughs, in fun settings, done as well as we can do them. Because people make the difference.
Happy Hours
Once or twice a year we get everyone together. Informal, no agenda, families welcome.
The Annual Retreat
We're shooting for 2027 at Silvies Valley Ranch in eastern Oregon: reversible championship golf, goat caddies, the spa, and ranch-to-table dinners.
Families Welcome
We want families in on it, whether it's the retreat or a happy hour. Relationships, not just roadmaps.
Built to Enjoy
We won't call it networking. These are friends. We just find good reasons to get great people in one place.
A thank-you that means it.
Today the board is unpaid, built on perspective, not a paycheck. But that's the start, not the ceiling. The hope is that this grows into a compensated seat, and that as UM rises, the people who helped push and elevate it rise with it. The ask stays light: four or five times a year, an hour or two each. The rest is just good time with people you'd choose to be around anyway.
King Estate Wine, Your Pick
An annual three-bottle King Estate selection. You choose your three, shipped to your door.
UM Welcome Kit
A UM golf hat, Yeti tumbler, and founding-member swag. A real thank-you for your time.
Your Own UM Page
Your headshot, bio, and founding seat featured on the UM site.
Credits, Your Choice
Credits toward the UM deliverables of your choice, built to flex to your world.
This board comes from every corner of the business: underwriting, brokerage, loss control, and private industry outside insurance entirely. So the credits aren't one-size-fits-all. They put the actual product in your hands, show it in motion on something real, and give value back for the time you give the board.
Win your next big client
Spin up a Prospect or Broker Pitch for the deal you're chasing, and watch how it lands.
Run a safety meeting that sticks
Turn loss-control material into something people actually want to sit through.
Reach your whole company
Use an Industry Campaign to get a message out across your organization, clearly.
Built for your personal use and your own work. If your employer keeps a gift or conflict-of-interest policy, we'll make sure your credits fit cleanly within it. Think of it simply: credit for what you help us create.
Three bottles from King Estate, chosen by you.
A small thank-you for a founding seat. Pick your three. Tell us which trio you'd like and where to send it, and we'll handle the rest, once a year.
The Reds Trio
Pinot Noir, across vintages and clones.
The Whites Trio
Pinot Gris, Sauvignon Blanc, and a white blend.
The Mixed Trio
A little of everything: reds, whites, and a sparkling.
King Estate, Willamette Valley. Biodynamic, Pacific Northwest, world-renowned.
If you want to know where commercial insurance is headed over the next decade, look at the people sitting around the UM table.
That's the vision. We'd love for you to help build it.