Work on a personal insurance underwriting task to evaluate the policy request and
analyze risks for an insurance policy customer.
Before you begin
Role required: sn_ins_underwrite.b2c_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
-
Navigate to .
-
Click the lists icon (
).
-
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.
-
In the list, select the task that you want to work on.
To work on a task that is not assigned to you yet, assign it to yourself by
clicking Assign to me.
-
Finish the work that is required to complete the task in your insurance
system.
- Optional:
In the Work notes field, enter any comments that are
related to your findings.
-
In the State field, change the state of the task to
Closed Complete to close the task.
-
Click Update.