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Use › Individual Life Servicing › Life Insurance Servicing › Insurance applications › Financial Services Operations \(FSO\)
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Work on an individual life insurance underwriting task

An underwriter can work on an individual life insurance underwriting task to evaluate the policy request and analyze risks for an insurance policy customer.

Before you begin

Role required: sn_ins_indiv_uw.underwriter

About this task

The configured workflow automatically generates an underwriting task for an underwriting agent. The task is assigned to the underwriting operations team or an agent based on the assignment rules.

Use the case playbook that provides the activities and tasks required to research and complete the request.

Procedure

  1. Navigate to All > Financial Services Operations > Workspace.

  2. Select the lists icon (

Image omitted: inline-data-vis-96px-list.png
lists icon\).
  1. Open the task from the underwriting task list.
From the Individual Life Underwriting task list
  1. In the Lists tab, under Individual life UW Service Tasks, open the task list.
  2. For your assigned tasks, select Assigned to me.
  3. For all underwriting tasks, select All.
  4. In the list, select the task that you want to work on.
To work on a task that is not assigned to you yet, assign it to yourself by clicking **Assign to me**.

  1. Finish the work that is required to complete the task in your insurance system.

  2. In the Work notes field, enter any comments that are related to your findings.

  3. Close the task from the underwriting task form.

Underwriting taskAction
To review coverage change
  • To request further action, select Request medical exam.
  • To close the task:
  • In the case playbook, click Mark complete.
  • In the task form, in the State field, change the state of the task to Closed Complete.
To submit a reviewSelect Approve to approve or Reject to reject the request.
  1. Select Update.