Quote rating checks
Quotes checked against the rating plan before release
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the quote and the rating plan
Recomputes each quote from the rating plan, the classifications and the credits applied
Recomputes the premium and compares
Flags the quotes where the premium differs from the plan, a credit exceeds authority or a classification does not match the operations
Drafts the corrections and the report
Drafts the correction for the rater and reports rating accuracy by team
Works in
SAP, Salesforce, Snowflake
SAP, Salesforce, SnowflakeWhat it does
- Recomputes each quote from the rating plan, the classifications and the credits applied
- Flags the quotes where the premium differs from the plan, a credit exceeds authority or a classification does not match the operations
- Drafts the correction for the rater and reports rating accuracy by team
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.