Insurance

Insurance Underwriting Risk

Automated system that evaluates insurance applications against risk factors to determine whether manual underwriting review is necessary.

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Solution

This underwriting decision system automates application screening by evaluating key risk factors against established thresholds. The system analyzes medical history indicators like high-risk conditions, recent hospitalizations, and multiple pre-existing conditions, assigning specific risk points to each factor. It also considers occupational hazards and age-related risks that may increase claim likelihood.

Beyond health factors, the system evaluates coverage amount thresholds, application completeness, information discrepancies, and foreign residency status. When applications contain multiple risk factors, the system calculates a cumulative risk score. Applications exceeding risk thresholds or containing certain automatic referral triggers are flagged for expert underwriter review with a specific reason code. This approach ensures high-risk applications receive appropriate scrutiny while simplifying approval for lower-risk applicants.

How it works

The decision system processes applications through a multi-step evaluation workflow:

  1. Application Intake: Captures applicant details and questionnaire responses about medical history, occupation, and personal information.
  2. Risk Factor Analysis: Evaluates individual risk indicators such as medical conditions, hospitalizations, age, and occupation against predefined criteria.
  3. Score Calculation: Assigns point values to each identified risk factor and calculates a cumulative risk score.
  4. Threshold Evaluation: Compares the total risk score and coverage amount against automatic approval thresholds.
  5. Administrative Check: Verifies application completeness and checks for information discrepancies or foreign residency.
  6. Decision Determination: Based on all factors, determines whether the application can proceed automatically or requires manual underwriter review.
  7. Referral Documentation: For applications requiring review, generates a specific reason code to streamline the underwriting process.

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