Product Overview
New Business Acquisition - Underwriting
Step Solutions' New Business Acquisition platform for individual and group products provides customized online workbenches for streamlined internal and external workflow management. The platform facilitates straight-through processing with a high-powered engine that features:
"My Tasks" for task management queues for each underwriter
Manual "Referred-to-Underwriter" cases based on decisions deferred by underwriting recommendation engine
Configurable attributes such as face-amounts, specific demographics or other business rules determine diversion of cases to underwriting task queues
Re-assignment of cases by underwriting supervisors
Detailed risk assessment worksheets with case details for applicant information, product information, disclosures, mortality factors and external data
Discrepancy management and risk class assessment
Manual overrides and additional requirements management
"What-if" scenario building for easy evaluation based on variable data input
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