Trace an intermediary promise into policy servicing

When a broker or agent disputes cover, reconstruct the proposal, authorised quote, premium receipt, issued schedule and correspondence. Policy operations and underwriting decide the correction or explanation before the mismatch becomes a claim dispute.

A notice, complaint, missed commitment or disputed amount opens a case.

People in the process

CChannel ServicingProcess Owner
BBroker or AgentParticipating Team
UUnderwritingParticipating Team
CCustomer ServiceParticipating Team

Records it works with

Relevant agreement, policy or governing record
Transaction, performance and payment history
Notices, communications and supporting evidence

The process is a starting point.The standards are yours.

Configure for the insurer, product, distribution model and applicable IRDAI requirements. Claims, underwriting, actuarial and grievance decisions stay with the authorised specialists.

Keep the work connected.

Policy Operations & Distribution

Catch a policy wording mismatch before issue

Compare the accepted proposal, underwriting quotation, schedule, exclusions and add-ons with the document queued for issue. Refer material differences to underwriting so the insured receives the cover actually approved and priced.

Policy Operations & Distribution

Issue endorsements from an approved change record

Connect the insured’s requested change, effective date, underwriting conditions and premium adjustment. Policy operations verifies the final endorsement against the decision so mid-term cover and billing do not contradict each other.

UFD

Policy Operations & Distribution

Review commercial-policy renewal changes before quotation

For commercial property or liability cover, bring changed operations, risk-survey findings, broker disclosures and claims experience to the underwriter. Carry the approved terms into the renewal quotation so the offer reflects the risk being accepted.

Explore all Insurance processes.

Order for the work. Room for the people.