Work on an insurance underwriting task

Work on a personal insurance underwriting task to evaluate the policy request and analyze risks for an insurance policy customer.

Avant de commencer

Role required: sn_ins_underwrite.b2c_underwriter

Pourquoi et quand exécuter cette tâche

The configured workflow automatically generates an underwriting task for an underwriting agent. The task is assigned to the underwriting operations team or an agent based on the assignment rules.

Procédure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Personal Underwriting Service Tasks, open the task list.
   • For your assigned tasks, click Assigned to me.
   • For all underwriting tasks, click All.
4. In the list, select which case you want to work on.
   If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
5. Finish the work that is required to complete the task in your insurance system.
6. Facultatif : In the Work notes field, enter any comments that are related to your findings.
7. In the State field, change the state of the task to Closed Complete to close the task.
8. Click Update.