Underwriting questions specific to policy type scope

Underwriting questions can be defined and prompted within specific policy types, and can be either global or granular within a line of business.

Preliminary underwriting questions, or knockout questions, define a threshold of applicable limits against which either an email is sent and/or an approval code is necessary for quoting to continue. You can set up and apply Underwriting Questions on a per Policy Type basis.

Applying underwriting questions to the policy type

  1. Navigate to Lines
  2. Select any policy type with Active or future effective dates
  3. Navigate to the Underwriting tab and select Questions
  4. Edit/Add/Remove questions as desired

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Add underwriting questions to policy type

In the Questions section of the selected Lines policy type and Underwriting tab, create specific questions for the Policy Type. The Question builder includes:

  • Explain memo field box specific to underwriter need for details to either a Yes or No response on the application question.
  • Disallow Application provides condition by either a Yes or No response to the question that can halt the explanation field box.

Ex: Completed Question builder frame

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Ex: Resulting question on the policy wizard

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To apply a question and fields:

  1. Select the + icon button for Add Question

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  1. Add the new question in the field box provided

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  1. To create an Explain Yes/No condition for a memo field box to the question, select the condition for which the Underwriter would need additional detail

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  1. To create a Disallow Application scenario to a Yes/No response, select the condition for which the Underwriter would stop/halt the application

Edit underwriting questions to policy type

In the Questions section of the selected Lines policy type and Underwriting tab, select any question to edit.

To edit the question:

  1. Select in the field box of the question for editing
  2. Make desired changes to the text
  3. Select the necessary Explain and Disallow Application Yes or No conditions

Delete underwriting questions to policy type

In the Questions section of the selected Lines policy type and Underwriting tab, select the question to delete and select the red X button.

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Select OK or Cancel in the Confirm pop-up window

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BriteCore staff can read PR 11912 and Lines-18 for more information.