Exploring Commercial Lines Servicing
Contributors, processors, and underwriters can use Commercial Lines Servicing to create and manage service requests for commercial insurance policies.
Key features
- Property and casualty insurance business policy operations
- Underwriting operations
- Submit policy service requests using ServiceNow instance or a self-service portal
- Enhanced, flexible data model to create data structures and workflows that meet your business needs
- Document management service covering inbound and outbound documents and handling exceptions and approvals
- Personalized Workspace for different roles
With this application, manage the initiation, processing, underwriting, acknowledgement, and fulfillment of insurance policy service requests for commercial lines products. Collect and validate required documentation, authorize, and finalize the approval process, all from one centralized workflow.
You can enable it by installing the Commercial Lines Servicing (sn_ins_policy_b2b) application from ServiceNow Store.
Commercial Lines Servicing personas
| Persona | Description |
|---|---|
| Administrator | Insurance policy admin who's responsible for configuring the application. |
| Requester | Customers, customer service representatives, and contributors who submit policy service requests and check the status of cases. Two types of users can submit policy requests:
|
| Contributor | Insurance agents who submit policy service requests. |
| Manager | Managers can view the dashboard and Process Mining workflows. |
| Processors | Processors in the middle or back office of financial institutions who work with property and casualty insurance. They are responsible for working on policy cases and tasks (such as underwriting tasks and document service tasks) that come into policy services. These roles work on policy requests:
|