All insurance examples
Policy change requests
Verifies who is asking, checks the requested policy change against your rules, and asks licensed staff to approve it before the policy is updated.
The operation
For routine policy change requests, prepare the verified endorsement or update from the request, identity/authority checks, policy rules, and approval requirements.
Built it in 5 steps. Licensed staff approve the change in Slack, and Malleable handles the rest.
Starts when
Policy change request
Trigger
Verify Authority
Confirm requester identity, policy authority, and required signatures.
Gmail
Confirms requester identity and policy authority from the email thread.
DocuSign
Checks signer status and required authorization.
Parse Change
Extract requested endorsement, effective date, affected coverage, and docs.
Gmail
Extracts endorsement details, effective date, coverage, and docs.
Check Rules
Validate policy rules, required approvals, and compliance constraints.
Guidewire
Validates policy rules, approvals, and compliance constraints.
Licensed Approval
Needs input
Ask licensed staff to approve change or request more information.
Slack
Sends the change request to licensed staff for approval.
Post Change
Update policy, notify requester, and log compliance rationale.
Guidewire
Updates the policy record and logs compliance rationale.
Gmail
Notifies the requester with the approved policy change.
Verifying requester identity and authority...
Step by step
- 1Verify Authority: Confirm requester identity, policy authority, and required signatures.
- 2Parse Change: Extract requested endorsement, effective date, affected coverage, and docs.
- 3Check Rules: Validate policy rules, required approvals, and compliance constraints.
- 4Licensed Approval: Ask licensed staff to approve change or request more information.
- 5Post Change: Update policy, notify requester, and log compliance rationale.
What the team gets
- Routine changes move quickly
- Authority is verified
- Licensed approvals are captured
Apps it uses
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