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- Crop Insurance Platform
- Process
- Policy review and issuance
Policy review and issuance
A policy for a crop grower starts as Draft with its organization, policyholder and owner. Coverage lines give the limit, deductible and effective interval. The owner moves it to under review after checking the policyholder and premium. The reviewer records an Approve, Reject or Return decision against a specific revision. A returned decision sends the owner back to the changed policy and a fresh review. An approval is the human gate before the owner issues the policy.
Step by step
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Prepare policy Policy Owner
Policy Owner records the subject, counterparty, effective date, premium and coverage lines.
- Policy Owner records the subject, counterparty, effective date, premium and coverage lines.
- Updates Policies, Policyholders, Policy coverages
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Review coverage Independent Reviewer
Independent Reviewer records the source revision, decision and reason.
- Independent Reviewer records the source revision, decision and reason.
- Updates Review decisions, Policies, Record attachments
ApprovalA person approves before the work moves on. -
Issue policy Policy Owner
Policy Owner moves the policy to Issued; the workflow stamps issue time and records the operation.
- Policy Owner moves the policy to Issued; the workflow stamps issue time and records the operation.
- Updates Policies, Operation receipts
Who does what
Roles and permissions- Policy Owner
- , Independent Reviewer.
- Each person follows the record within their organization and keeps the next actor clear.
- A decision remains tied to the person who made it and to the source evidence available at the time.
Set up Crop Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.