Using Group Life Servicing
Learn how the following roles use Group Life Servicing to update policies, review and approve underwriting, and send documents for group life policies.
With Group Life Servicing, contributors can submit requests, and processors can work on the cases raised for the group policy case type.
Predefined workflows on the Group life policy case type
Change member info is the workflow available on the group policy case type.
Workspace
Contributors and processors use personalized Workspace to work on all aspects of insurance policy cases. Workspace enables these roles to do the following:
- Monitor workload and performance
- Focus on high-priority items
- Easily navigate across tasks
For more information, see Workspaces.
| User | Description |
|---|---|
| Policy admin | Configures the insurance policy workspace as per business requirements. For more information, see Configure CSM Configurable Workspace. |
| Underwriting admin | Configures the insurance underwriting workspace as per business requirements. For more information, see Configure CSM Configurable Workspace. |
| Processor Workspace | |
| Policy processor | Works on policy cases and tasks to fulfill requests for accounts. |
| Contributor Workspace | |
| Policy contributor | Submits policy service requests on behalf of customers. |
| Underwriter Workspace | |
| Underwriter | Views the status of and works on underwriting tasks. |