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Policy Underwriting

Insurance policy underwriting and risk assessment

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: underwriting insurance risk policy

Workflow Diagram​

Steps​

Step 1: Receive application​

Agent: underwriter

Capture policy request

Step 2: Gather information​

Agent: underwriter

Collect risk details

Step 3: Order inspections​

Agent: underwriter

Request physical inspections

Step 4: Pull reports​

Agent: underwriter

Obtain MVR, CLUE, credit

Step 5: Assess risk​

Agent: actuarial

analyst - Calculate risk score

Step 6: Price policy​

Agent: actuarial

analyst - Determine premium

Step 7: Make decision​

Agent: underwriter

Accept, modify, or decline

Step 8: Issue policy​

Agent: underwriter

Generate policy documents

Usage​

To execute this workflow:

/workflow industry/financial-services/policy-underwriting.workflow

See other workflows in this category for related automation patterns.