Documented Knowledge Portal - SOPs

SOPs

Commercial Property Clearance

Updated Jan 2025

Policy Renewal Processing

Updated Dec 2024

Claims Intake & Documentation

Updated Nov 2024

Underwriter Risk Assessment

Updated Oct 2024

CAT Modeling Procedures

Updated Sep 2024

Broker Communication Protocol

Updated Aug 2024

Loss Run Analysis

Updated Jul 2024

PDF Document

Commercial Property Submission Clearance

CONFIDENTIAL

TASK BACKGROUND...........................................................................................................................................................2

1. TASK DESCRIPTION........................................................................................................................................................................2

2. POSITION IN POLICY LIFECYCLE..........................................................................................................................................................2

3. WORKFLOW MAP........................................................................................................................................................................2

PROCEDURE........................................................................................................................................................................3

1. IDENTIFY TASK.............................................................................................................................................................................3

2. IDENTIFY SUBMISSION TYPE AND AGGREGATION ISSUES............................................................................................................................4

3. PROCESS NEW OR SOFT-CLEARED SUBMISSION......................................................................................................................................7

4. PROCESS RENEWAL SUBMISSION......................................................................................................................................................11

5. PROCESS BLOCKED/CLEAR-DECLINE SUBMISSION.................................................................................................................................14

6. PROCESS ADDITIONAL INFORMATION/DUPLICATE/UPDATED INFORMATION SUBMISSION....................................................................................16

7. FILE SUBMISSION DOCUMENTS INTO IMAGERIGHT................................................................................................................................16

8. SEND EMAIL TO UNDERWRITING TEAM..............................................................................................................................................17

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Task Background

1. Task Description

There are two (2) submission mailboxes for Commercial Property submissions. The process is the same except for the underwriting team and checking 'Yes' when asked if this is Middle Market policy in GuideWire. Submission emails are forwarded to shared mailboxes by underwriting team. We need to check in both ImageRight and GuideWire to 1. see if any conflicts and aggregations issues, 2. have info (including Applicant Info/Underwriting Team/Broker Info/Policy Term etc.) entered into GuideWire and file documents under corresponding IR folders. Underwriting team gets our verification email indicating submission has been processed.

2. Position in Policy Lifecycle

(Move the red arrow to show the position of this task; remove/duplicate the red arrow if needed.) Property & Casualty: Employee Benefits:

3. Workflow Map

(Workflow map of this task. Not mandatory.)

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