← Federato
Federato role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI-native software that helps insurers assess risk, quote faster and manage the full policy lifecycle.
Who you'd be calling
Chief underwriting officers, heads of underwriting, COOs and CIOs at insurance carriers and MGAs.
Your opener
“Hi [Name], this is [You] from Federato. I'm calling underwriting leaders about speeding up quotes and getting a clearer view of portfolio risk. Is that on your radar this year?”
Problems you solve for them
- Underwriters waste time on manual data gathering and slow quoting
- Hard to see risk across the whole portfolio
- Old core systems make it slow to change how underwriting works
Discovery questions to ask
- How do your underwriters get through submissions today, and where does it slow down?
- How do you see risk across your whole book of business?
- How are you thinking about AI in underwriting right now?
Objections they'll throw at you
“I'm busy.”
→ Understood. Would a short call next week work better, or is there someone on your team who owns underwriting tech?
“Not interested.”
→ Fair enough. Are submission speed and portfolio visibility already where you want them?
“We already use something for this.”
→ Good to know. What system are you on today, and does it help underwriters decide, or mostly store data?
“Send me an email.”
→ Of course. Is it more useful to see how it speeds up quoting, or how it shows portfolio risk?
Competitors worth knowing
Guidewire, Duck Creek, Majesco
Interview tips for this company
- Learn basic insurance words: carrier, MGA, underwriting, submission, policy lifecycle.
- Enterprise buyers are senior and hard to reach, so be ready to talk about multi-threading and how to get referred up from an underwriting manager.
Written from public information about Federato to help you practice. Ask an insider what their role play looked like; it's the best prep there is.