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Home Solution Templates All Underwriters Workbench - Vehicles & Valuables


UNDERWRITERS WORKBENCH - VEHICLES & VALUABLES

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DESCRIPTION

This version of an Underwriters Workbench was created in under a month with one
developer. The types of products demonstrated in this Underwriters Workbench
are Vehicles and Valuables, but like all Mendix apps, it is able to be modified
to support other insurance products.   

It also shows the application process and the management of a conversational
approach to workflow allowing underwriters and actuaries to discuss the
application.




DOCUMENTATION



VIEW THE DEMO

https://mendixinsurancerat.mendixcloud.com/



UNDERWRITERS WORKBENCH – VEHICLES & VALUABLES

This version of an Underwriters Workbench was created in under a month with one
developer. The types of products demonstrated in this Underwriters Workbench
are Vehicles and Valuables, but like all Mendix apps, it is able to be modified
to support other insurance products.   

It also shows the application process and the management of a conversational
approach to workflow allowing underwriters and actuaries to discuss the
application.

Included in this project is an example of workflow, used in a repeating pattern,
and an example of the implementation of dark mode.

For those familiar with the old ratings engine’s excel functionality this is
still included within the Admin section but will not be updated going forwards.


HOW TO SETUP

The application is available both as a demo environment and as a starter app.
You can find the demo environment here:
https://mendixinsurancerat.mendixcloud.com

To create your own version, the Underwriters Workbench application is available
via Starter Apps. The application is built using Mendix 9 and we will try to
ensure it's on the latest version of the product.

Upon first running the application you’ll be prompted to log in as an
Administrator to complete the onboarding process. This process will create
sample users, import some default engines and policies, and create some sample
companies, customers, and applications.


ROLES

The application has seven roles:

 1. Anonymous

The anonymous role is only used for displaying the log in screen.

 1. Underwriter

Underwriters are responsible for creating companies, customers, and
applications. They can also create policies. Sample accounts are created in the
form “underwriter_1” with a default password of “Pass01”

 1. Senior Underwriter

The Senior Underwriter (username “seniorunderwriter”, password “Pass01”) is
responsible for creating engines and maintaining lookup lists. They are also
able to confirm applications requiring senior approval and reassign tasks and
applications.

 1. Actuary

Actuaries can review enquiries raised by the underwriter during the applications
process. Sample accounts are created in the form “actuary_1” with a default
password of “Pass01”.

 1. Senior Actuary

A Senior Actuary (username “senioractuary”, password “Pass01”) can deal with
enquiries which have been escalated by an actuary and to reassign actuary tasks.

 1. Administrator

The administrator role is used for onboarding and for accessing the legacy Excel
form rating engine system.


CUSTOMER JOURNEY

The customer journey for this system can be built to cater for various
scenarios. With the default setup provided you can create insurance applications
for customers for their valuables and for companies for both valuables and
vehicles. The foundations for building and personal insurance have been started
but will need building out to be fully utilised.

Once started an application will ask pre-configured questions to establish a
risk factor and then will require information on the assets being insured.
Combined this will create a premium and show the calculations which established
the value.

At this point the application can be approved or referred to an actuary for
further analysis. A conversation can take place, within the system, between the
actuary and the underwriter and can be referred and forth as necessary. At any
point the application is with the underwriter they can either approve or abandon
an application.

Actuaries can also refer applications to senior actuaries for special cases.

Applications can be supported with case notes and attachments which may relate
to the application, a specific question, or a specific asset.


DASHBOARDS

Each user role has their own personalised dashboard showing information
pertinent to their role. Typically this means easy access to the applications
they are currently working on. In the case of the senior roles, they are also
empowered to monitor potential blockers when people are off work and to reassign
those tasks or applications as well as have an overview of overall team
performance.


WORKFLOW

As soon as a new application is created the workflow commences. This enables it
to be tracked through every stage of the process.

The application begins the process with the underwriter and from their can
either be approved up front, thus completing the process, or be referred to an
actuary for further assessment. Once with the actuary the application can then
be passed back and forth from the actuary to the underwriter or escalated to a
senior actuary.

Whenever the application is with the underwriter they will always have the
option to approve or abandon the application.


THE DOMAIN MODEL

The first key part of the domain model, the Engine Builder, contains the
entities required to build the base forms for insurance types. There is no
generalization in this module it’s a generic set of data for all types. However,
there are related entities that support the various types and will be reused
across policies such as item categories and vehicle information.

Next is the Policy Builder which includes a base policy entity and then
generalizations to support different types of insurance. The current version of
the project contains generalizations for items, vehicles, buildings and people
but only items and vehicles have been fully implemented. This is the section in
which you can tailor the insurance forms to be more specific for the type of
policy you are selling.

The final key area is the Applications module which contains all the information
pertaining to an application. This includes:

 * Companies and customers
 * Base application information
 * Answers to dynamic questions
 * Asset information
   * At this level there is further generalization to support assets for
     different types of insurance; once again only items and vehicles have been
     fully implemented.
 * Policy information
 * Case notes

All the non-persistent helper entities can also be found here which support
dashboard creation and some data input forms.

 


SCREENSHOTS

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PUBLISHER

Published by

Mendix

Date: May 30 2022

LICENSE


Mendix EULA

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