Set policy, assessment, claims, review and payment responsibilities for crop coverage work.
| Role | Policy portfolio | Coverage changes | Premium receipts | Crop loss assessment | Claims and decisions | Payments and operations | Review and evidence |
|---|---|---|---|---|---|---|---|
| Policy Owner | Approve | Edit | View | — | — | — | View |
| Loss Assessor | View | — | — | Edit | View | — | View |
| Claims Reviewer | View | — | — | View | Approve | Approve | View |
| Independent Reviewer | View | View | — | View | — | View | Approve |
| Payment Operator | Edit | — | Edit | Edit | View | Edit | — |
| Admin | Edit | — | — | Edit | View | View | Edit |
Prepares policyholder records, policy coverage and issuance work.
Starts on: Issued policy register
Records farm observations and submits crop loss assessments.
Starts on: Assessments awaiting review
Reviews reported loss, assessment evidence and claim decisions.
Starts on: Assessments awaiting review
Records policy review decisions with the source revision and reason.
Starts on: Policy workboard
Checks premium and claim payment records and follows provider outcomes.
Starts on: Issued policy register
Maintains organization, team and user access.
Start free, then use Proto to change fields, steps and approvals before your team goes live.