Add underwriting referral reasons

About this task

Although PolicyCenter raises issues automatically, you can also raise issues manually. Underwriting referral reasons cause underwriting issues to be raised the next time a policy transaction is run for that policy.

Procedure

  1. Go to an account and select a policy.
  2. Click Risk Analysis in the left sidebar.
  3. Select the Add UW Referral Reason button.
  4. Select an underwriting rule, and enter a short and long description.
    The UW Referral Reasons tab displays all underwriting referral reasons on the policy.

    You can close a underwriting referral reason, open a closed one, or view details.