Underwriting file prep
The risk summarized with the loss history and the exposures
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the submission, the loss runs and the schedules
Summarizes the risk for the underwriter: the operations, the exposures, the loss history by year and the prior carrier's terms
Computes the figures and drafts the summary
Computes the loss ratios and flags the losses that need an explanation
Fills the worksheet and marks the referrals
Drafts the underwriting worksheet with the referral points marked
Works in
Box, Salesforce, Snowflake
Box, Salesforce, SnowflakeWhat it does
- Summarizes the risk for the underwriter: the operations, the exposures, the loss history by year and the prior carrier's terms
- Computes the loss ratios and flags the losses that need an explanation
- Drafts the underwriting worksheet with the referral points marked
Connects to
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