Underwriting: refers to the process that an insurance company judges and classifies insurable risks on the basis of fully grasping and verifying the information of the subject matter insured, and then decides whether to underwrite and under what conditions.
There are three main sources of insurance underwriting information: the insurance application form filled by the insured, the information provided by the salesperson and the insured, and the information obtained from the actual survey.
After the insurance is approved, notify the customer.
The notification types include: underwriting refusal notification, underwriting extension notification, amendment notification and description of required materials, underwriting decision notification, reinsurance success notification and underwriting questionnaire notification.
Among them, the notice of refusal or extension of underwriting decision does not need to be sold back by the system. Contract confirmation notice, underwriting notice, medical examination notice and contract adjustment notice need to be sold back, and the underwriter can view the input data and scanned image data of contract adjusters in the contract adjustment data.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.