Product scope to evaluate
- General liability and business owners policy workflows
- Commercial auto and workers' compensation coordination
- Cyber and professional liability submissions
A model built for this line
Business entity, risk location, exposure schedule, certificate request, coverage submission, and renewal term.
A distinct operational workflow
Commercial submissions, certificate requests, endorsements, and renewals need their own review and completion rules. A renewal is not an annuity application transition.
What must come before production use
- Business and exposure data contracts
- Authorized carrier, certificate, and agency-system integrations
- Role-based approvals for each permitted operational action