Policy issuance QA
Issued policies checked against the bound terms
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the binder and the issued policy
Checks each issued policy against the binder: the named insured, the limits, the forms, the endorsements and the premium
Compares the terms and the forms
Flags the differences and the forms missing for the state
Drafts the corrections and the report
Drafts the correction request and reports issuance errors by cause
Works in
Box, SAP, ServiceNow
Box, SAP, ServiceNowWhat it does
- Checks each issued policy against the binder: the named insured, the limits, the forms, the endorsements and the premium
- Flags the differences and the forms missing for the state
- Drafts the correction request and reports issuance errors by cause
Connects to
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