Good news!
Starting August 25, underwriting events related to policy change requests will be available in the Business Tracker within the Advisor Centre.
Until now, this visibility was available for new business only. It is now being extended to policy changes that require an underwriting review, for both legacy and modernized product.
What types of changes are included?
- Post-issue underwriting
- Additions to a contract (insured, face amount, coverage)
- Non-smoker status change
- Reinstatement with underwriting
- Review of ratings or exclusions
What this means for you
While a policy change is under underwriting review, you will be able to:
- View events related to the progress of the request in Business Tracker;
- Access underwriting requirements that are in progress, pending, or require action;
- View the final underwriting decision once the review is complete.
Policy changes will be identified by a suffix (01, 02, 03, etc.) added to the policy number.
Better visibility into cases under underwriting review
This enhancement gives you earlier visibility when a policy change is being reviewed by Underwriting and makes it easier to track the progress of underwriting requirements associated with your case.
