---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Work on a group life insurance underwriting task

# Work on a group life insurance underwriting task {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

An underwriter can work on a group life insurance underwriting task to evaluate the
policy request and analyze risks for an insurance policy customer.

## Before you begin

Role required: sn_ins_group_uw.underwriter

## About this task

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.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon.]()).
3. Open the task from the underwriting task list.

   | Option | Description |
   | From the Group Life Underwriting task list | 1. In the Lists tab, under Group life UW Service Tasks, open the task list. * For your assigned tasks, select Assigned to me. * For all underwriting tasks, select All. 2. In the list, select the task that you want to work on. {#work-group-life-insurance-underwriting-task__ol_kln_q5t_stb} |
   |-|-|

   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
4. Finish the work that is required to complete the task in your insurance system.
5. **Optional:** In the Work notes field, enter any comments that are related to your findings.
6. Close the task from the underwriting task form.

   | Underwriting task | Action |
   | To review coverage change | To close the task: * In the case playbook, click Mark complete. * In the task form, in the State field, change the state of the task to Closed Complete. {#work-group-life-insurance-underwriting-task__ul_tvp_dh5_stb} |
   | To submit a review | Select Approve to approve or Reject to reject the request. |
   |-|-|

7. Select Update.

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