Workflow Templates: policy issuance checklist

Verify applicant's personal information

Check completeness of the application form

Ensure all required documentation is attached

Validate applicant's eligibility criteria

Review previous insurance history

Analyze potential risks related to the applicant

Evaluate the applicant's claim history

Assess environmental and geographical risks

Consult underwriting guidelines

Determine the appropriate risk category

Confirm coverage details align with company policies

Ensure premium calculations are accurate

Verify compliance with legal and regulatory standards

Obtain necessary approvals from underwriting

Prepare policy documents for issuance

Generate policy document

Review policy terms and conditions

Ensure signatures are obtained where necessary

Dispatch policy documents to the policyholder

Record issuance details in the system

policy issuance checklist