Start from a situation
- “A broker sent a 60-page submission and wants a quote by Friday.”Underwriter · Underwriting & Policy Lifecycle → Assess the risk
- “A warehouse fire was reported overnight.”Claims adjuster · Claims → First notice of loss
- “Quarter-end reserves are due to the board.”Actuary · Reserving, Capital & Investments → Estimate reserves
Or walk through the whole thing
Underwriting & Policy Lifecycle
A policy from product design and pricing through the quote, issue, premium and renewal.
- Product & pricing
- Distribute
- Underwrite
- Bind & issue
- Collect
- Service & renew
11 steps · 2 have a skill · 2 skills
Claims
A claim from first notice to payment, recovery and the lessons fed back into pricing.
- Notice
- Assess
- Settle
- Recover
- Close & learn
10 steps · 2 have a skill · 2 skills
Reserving, Capital & Investments
Setting reserves, holding capital against them and investing the premiums.
- Data
- Reserve
- Capital
- Invest
- Report
7 steps · 6 have a skill · 10 skills