Roles and permissions

You can perform specific tasks in Underwriting Management based on your roles and associated permissions. There are three main business areas to consider, each with a set of standard user roles. The specific limits of the tasks you can perform under each business area depend on the permissions assigned by your Underwriting Management administrator.

Business Area User Roles
Underwriting
  • Underwriter
  • Underwriter Technician
  • Underwriter Manager
  • Underwriter Assistant
  • Underwriter Examiner
Service Team
  • Loss Control
  • Claims
  • Marketing
  • Premium Accounting
  • Premium Auditor
  • Insurance Auditor
Agency
  • Producer
  • Agency User